PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

358 hedge funds and large institutions have $2.27B invested in Invesco Preferred ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 106 reducing their positions, and 42 closing their positions.

Holders
358
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
7.86%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
39
Increased
139
Reduced
106
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$16.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$153M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157M
4
UBS Group
4
UBS Group
Switzerland
$75.1M
5
Bank of America
5
Bank of America
North Carolina
$634M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.78M
2
TYCC
2
Texas Yale Capital Corp
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.04M
4
Prudential Financial
4
Prudential Financial
New Jersey
$12.4M
5
AG
5
Advisor Group
Arizona
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$10.9M 724,694 -54,119 -7%
BMM
27
Buffington Mohr McNeal
Idaho
$9.97M 663,543 -3,505 -0.5%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$9.76M 649,886 -2,625 -0.4%
FNBTCON
29
First National Bank & Trust Co of Newtown
Pennsylvania
$9.68M 644,178 -2,700 -0.4%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$9.63M 641,084 -22,843 -3%
CCM
31
Covington Capital Management
California
$8.52M 567,052 -2,450 -0.4%
Stifel Financial
32
Stifel Financial
Missouri
$8.34M 554,429 +37,059 +7%
PAG
33
Private Advisor Group
New Jersey
$8.3M 552,634 -11,357 -2%
RJA
34
Raymond James & Associates
Florida
$7.98M 531,343 +1,347 +0.3%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$7.43M 494,874 +447,584 +946%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$6.7M 446,052 +219,834 +97%
PCM
37
Peak Capital Management
Colorado
$6.45M 429,146 -4,119 -1%
AA
38
Apriem Advisors
California
$5.62M 373,808 -25,362 -6%
ISB
39
Iowa State Bank
Iowa
$5.36M 357,035 +24,715 +7%
Renaissance Technologies
40
Renaissance Technologies
New York
$5.35M 356,396 +276,696 +347%
FF
41
Friedenthal Financial
New Jersey
$5.23M 348,187 -261,568 -43%
Asset Management One
42
Asset Management One
Japan
$5.13M 341,700 -6,800 -2%
NFG
43
Noven Financial Group
Colorado
$5.12M 340,895 +15,455 +5%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$5.04M 335,768 -448,169 -57%
CCG
45
Chatham Capital Group
Georgia
$5.03M 334,600 -2,600 -0.8%
CCM
46
Compton Capital Management
Rhode Island
$5.02M 333,898 +29,483 +10%
ML
47
McAdam LLC
Pennsylvania
$4.99M 331,883 +19,364 +6%
Jane Street
48
Jane Street
New York
$4.99M 331,915 +331,915 New
FCA
49
FinTrust Capital Advisors
South Carolina
$4.83M 321,400 +89,283 +38%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$4.78M 317,940 -3,515,483 -92%
1
2
3 4 5