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Invesco Preferred ETF
PGX

464 hedge funds and large institutions have $2.16B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44,400% more call options, than puts

Call options by funds: $445K | Put options by funds: $1K

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $1.99B → $2.16B (+$168M)

1.69% more ownership

Funds ownership: 45.97% → 47.66% (+1.7%)

0% less funds holding

Funds holding: 466 → 464 (-2)

13% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 165

Holders
464
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
6.66%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
52
Increased
144
Reduced
165
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K

Top Buyers

1
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
+$38.2M
2
AA
ACT Advisors
North Carolina
+$16.8M
3
OPAM
Ocean Park Asset Management
California
+$14.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.4M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.91M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$24.9M
2
Bessemer Group
Bessemer Group
New Jersey
-$19.2M
3
Cohen & Steers
Cohen & Steers
New York
-$11.2M
4
LPL Financial
LPL Financial
California
-$9.19M
5
SA
Stonebridge Advisors
Connecticut
-$7.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
476
International Assets Investment Management
Florida
– -$504K -43,634 Closed
Mirae Asset Global Investments
477
Mirae Asset Global Investments
South Korea
– -$481K -41,469 Closed
CB
478
Commerce Bank
Missouri
– -$301K -26,092 Closed
MFG
479
MidWestOne Financial Group
Iowa
– -$289K -25,000 Closed
FTS
480
Fifth Third Securities
Ohio
– -$262K -22,716 Closed
MA
481
MONECO Advisors
Connecticut
– -$237K -20,545 Closed
EH
482
Equitable Holdings
New York
– -$224K -19,387 Closed
GSEP
483
Golden State Equity Partners
California
– -$161K -13,903 Closed
WCM
484
Whitener Capital Management
North Carolina
– -$159K -13,751 Closed
CIC
485
Carnegie Investment Counsel
Ohio
– -$139K -12,000 Closed
CCB
486
Cutter & Co Brokerage
Missouri
– -$139K -11,993 Closed
PPWP
487
Proquility Private Wealth Partners
Nevada
– -$137K -11,843 Closed
WA
488
Wambolt & Associates
Colorado
– -$135K -11,715 Closed
TWM
489
Tradition Wealth Management
Minnesota
– -$131K -11,315 Closed
SW
490
Simplicity Wealth
New Jersey
– -$127K -10,995 Closed
FPAS
491
Focus Partners Advisor Solutions
Missouri
– -$125K -10,844 Closed
TLP
492
Trinity Legacy Partners
Texas
– -$123K -10,678 Closed
Fisher Asset Management
493
Fisher Asset Management
Washington
– -$121K -10,517 Closed
SCM
494
Saxony Capital Management
Missouri
– -$121K -10,512 Closed
QIM
495
Quest Investment Management
Oregon
– -$121K -10,440 Closed
NP
496
NorthRock Partners
Minnesota
– -$63K -5,458 Closed
WIA
497
Wetzel Investment Advisors
Indiana
– -$35.6K -2,997 Closed
RCM
498
Raleigh Capital Management
North Carolina
– -$23.2K -2,009 Closed
CCM
499
Chilton Capital Management
Texas
– -$23.1K -2,000 Closed
CB
500
CNB Bank
Pennsylvania
– -$22.5K -1,945 Closed
17 18 19
20
21

PGX Hedge Fund Activity: Q3 2024 in Review

464 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Preferred ETF (PGX) for Q3 2024, worth a combined $2.16B — up 8.5% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PGX positions and 46 closed out — a net gain of 6 holders — while 144 added to existing stakes and 165 trimmed.

The largest buyer was Spectrum Asset Management (Connecticut), adding an estimated $38.2M. The largest seller was Apollon Wealth Management, cutting an estimated $24.9M.

  • 464 institutional investors held Invesco Preferred ETF (PGX) as of Q3 2024, down from 466 in Q2 2024.
  • Funds reported $2.16B of Invesco Preferred ETF stock for Q3 2024, up 8.5% quarter-over-quarter.
  • 52 funds opened new Invesco Preferred ETF positions in Q3 2024 and 46 closed out, a net change of +6 holders.
  • The largest Invesco Preferred ETF buyer in Q3 2024 was Spectrum Asset Management (Connecticut), an estimated $38.2M added.
  • The largest Invesco Preferred ETF seller in Q3 2024 was Apollon Wealth Management, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2024.