PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

489 hedge funds and large institutions have $2.22B invested in Invesco Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 215 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+17
Holders Change %
+3.6%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
73
Increased
117
Reduced
215
Closed
48
Calls
$111K
Puts
$73K
Net Calls
+$38K
Net Calls Change
-$1.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$194M
2
Cohen & Steers
Cohen & Steers
New York
$76.9M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$42.4M
4
GS
GTS Securities
New York
$9.41M
5
TLP
Trinity Legacy Partners
Texas
$8.39M

Top Sellers

1
LPL Financial
LPL Financial
California
$123M
2
HNB
Huntington National Bank
Ohio
$22.7M
3
Bank of America
Bank of America
North Carolina
$653M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
501
Evoke Wealth
California
– -$332K -30,316 Closed
CF
502
Clarity Financial
Texas
– -$329K -30,000 Closed
Wolverine Trading
503
Wolverine Trading
Illinois
– -$301K -27,514 Closed
PL
504
Plancorp LLC
Missouri
– -$281K -25,681 Closed
IWP
505
Innova Wealth Partners
Pennsylvania
– -$280K -25,572 Closed
AA
506
AlphaQ Advisors
Florida
– -$257K -23,501 Closed
MWM
507
Modera Wealth Management
New Jersey
– -$239K -21,802 Closed
BOPW
508
Brandywine Oak Private Wealth
Pennsylvania
– -$239K -21,787 Closed
UCFA
509
United Capital Financial Advisors
Texas
– -$207K -18,914 Closed
CWM
510
Collaborative Wealth Management
Florida
– -$199K -18,182 Closed
SWM
511
SeaCrest Wealth Management
New York
– -$173K -15,840 Closed
RCAG
512
Rehmann Capital Advisory Group
Michigan
– -$156K -14,282 Closed
KFS
513
Kaizen Financial Strategies
California
– -$153K -13,986 Closed
SG
514
StoneX Group
New York
– -$153K -13,974 Closed
TI
515
Trexquant Investment
Connecticut
– -$153K -13,965 Closed
HIF
516
Hill Island Financial
Michigan
– -$144K -13,192 Closed
ANBT
517
American National Bank & Trust
Texas
– -$142K -13,000 Closed
WP
518
WealthPLAN Partners
Nebraska
– -$124K -11,350 Closed
Northern Trust
519
Northern Trust
Illinois
– -$116K -10,639 Closed
SFPG
520
Stonebridge Financial Planning Group
Florida
– -$116K -10,560 Closed
PCM
521
Palouse Capital Management
Washington
– -$110K -10,020 Closed
PCA
522
Providence Capital Advisors
North Carolina
– -$110K -10,000 Closed
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
– -$72.7K -6,642 Closed
CIA
524
Cape Investment Advisory
Georgia
– -$50.2K -4,580 Closed
RIA
525
Realta Investment Advisors
Delaware
– -$50.9K -4,481 Closed
18 19 20
21
22