Invesco Preferred ETF
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.
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
Top Buyers
Top Sellers
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$24.9M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$19.2M |
| 3 |
Cohen & Steers
New York
|
-$11.2M |
| 4 |
LPL Financial
San Diego,
California
|
-$9.19M |
| 5 |
SA
Stonebridge Advisors
Wilton,
Connecticut
|
-$7.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
501
Gradient Investments
Arden Hills,
Minnesota
| – | -$15.5K | -1,345 | Closed |
|
|
TWP
502
Triad Wealth Partners
Lawrence,
Kansas
| – | -$11.3K | -975 | Closed |
|
|
HCM
503
Hollencrest Capital Management
Newport Beach,
California
| – | -$8.86K | -767 | Closed |
|
|
RIA
504
Realta Investment Advisors
Wilmington,
Delaware
| – | -$8.58K | -743 | Closed |
|
|
CP
505
Castleview Partners
Dallas,
Texas
| – | -$7.62K | -660 | Closed |
|
506
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7.6K | -658 | Closed |
|
|
FFA
507
Frazier Financial Advisors
Columbus,
Ohio
| – | -$6.51K | -564 | Closed |
|
|
LIA
508
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$5.84K | -506 | Closed |
|
|
CFGS
509
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$3.58K | -300 | Closed |
|
|
ANBT
510
American National Bank & Trust
Wichita Falls,
Texas
| – | -$2.67K | -231 | Closed |
|
|
BC
511
Barrett & Company
Providence,
Rhode Island
| – | -$401 | -35 | Closed |
|
|
GA
512
GoalVest Advisory
New York
| – | -$12 | -1 | Closed |
|
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.