PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

415 hedge funds and large institutions have $2.45B invested in Invesco Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 175 increasing their positions, 90 reducing their positions, and 25 closing their positions.

Holders
415
Holders Change
+57
Holders Change %
+15.92%
% of All Funds
8.2%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
87
Increased
175
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$666M
2
Truist Financial
2
Truist Financial
North Carolina
$26.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$181M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.9M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$22.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1K
2
TLP
2
Trinity Legacy Partners
Texas
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$4.32M
4
Jane Street
4
Jane Street
New York
$0
5
FF
5
Friedenthal Financial
New Jersey
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$11.5M 768,934 +119,048 +18%
PT
27
Plimoth Trust
Massachusetts
$11.2M 746,356 -1,511 -0.2%
BMM
28
Buffington Mohr McNeal
Idaho
$10.4M 696,053 +32,510 +5%
FNBTCON
29
First National Bank & Trust Co of Newtown
Pennsylvania
$9.63M 641,823 -2,355 -0.4%
CG
30
Colony Group
Massachusetts
$9.45M 629,769 +374,651 +147%
Renaissance Technologies
31
Renaissance Technologies
New York
$9.35M 622,978 +266,582 +75%
Stifel Financial
32
Stifel Financial
Missouri
$9.08M 603,350 +48,921 +9%
TYCC
33
Texas Yale Capital Corp
Florida
$8.66M 576,754 +576,754 New
CCM
34
Covington Capital Management
California
$8.49M 565,839 -1,213 -0.2%
RJA
35
Raymond James & Associates
Florida
$7.88M 524,866 -6,477 -1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$6.75M 449,874 +3,822 +0.9%
PAG
37
Private Advisor Group
New Jersey
$6.72M 447,650 -104,984 -19%
AA
38
Apriem Advisors
California
$6.43M 428,563 +54,755 +15%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$6.37M 424,550 +88,782 +26%
FCA
40
FinTrust Capital Advisors
South Carolina
$6.33M 421,580 +100,180 +31%
ISB
41
Iowa State Bank
Iowa
$5.77M 384,282 +27,247 +8%
PA
42
Parkside Advisors
California
$5.38M 358,649 +258,837 +259%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$5.31M 353,738 -141,136 -29%
NFG
44
Noven Financial Group
Colorado
$5.26M 350,070 +9,175 +3%
CCM
45
Compton Capital Management
Rhode Island
$5.22M 347,548 +13,650 +4%
ML
46
McAdam LLC
Pennsylvania
$5.21M 347,018 +15,135 +5%
CCG
47
Chatham Capital Group
Georgia
$5.02M 334,600 – –
SCP
48
Shorepoint Capital Partners
Massachusetts
$4.96M 330,689 +13,055 +4%
Asset Management One
49
Asset Management One
Japan
$4.86M 323,700 -18,000 -5%
IA
50
IndexIQ Advisors
New York
$4.71M 314,108 +219,793 +233%
1
2
3 4 5