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Invesco Preferred ETF
PGX

138 hedge funds and large institutions have $922M invested in Invesco Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 138 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

36.08% more ownership

Funds ownership: 0% → 36.08% (+36%)

Holders
138
Holders Change
+138
Holders Change %
–
% of All Funds
4.5%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
138
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VFS
51
VSR Financial Services
Kansas
$1.33M +$1.37M +92,893 New
LS
52
Lattice Strategies
Pennsylvania
$1.32M +$1.36M +92,366 New
Chevy Chase Trust
53
Chevy Chase Trust
Maryland
$1.06M +$1.1M +74,589 New
1GA
54
1st Global Advisors
Texas
$1.03M +$1.07M +72,407 New
AIG
55
American International Group
New York
$958K +$989K +67,101 New
Citigroup
56
Citigroup
New York
$949K +$979K +66,464 New
NES
57
New England Securities
New York
$924K +$954K +64,727 New
BRWA
58
B. Riley Wealth Advisors
Florida
$883K +$912K +61,878 New
PI
59
Placemark Investments
Illinois
$862K +$891K +60,475 New
CK
60
Carnick & Kubik
Colorado
$804K +$830K +56,325 New
Deutsche Bank
61
Deutsche Bank
Germany
$793K +$820K +55,626 New
SAM
62
SignalPoint Asset Management
Missouri
$769K +$794K +53,880 New
CP
63
Camelot Portfolios
Ohio
$754K +$779K +52,855 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$749K +$773K +52,476 New
PP
65
Palladium Partners
Virginia
$678K +$700K +47,500 New
BMM
66
Buffington Mohr McNeal
Idaho
$661K +$683K +46,355 New
AWMS
67
Advocacy Wealth Management Services
Georgia
$658K +$679K +46,100 New
CAN
68
Cetera Advisor Networks
California
$619K +$638K +43,284 New
FIAS
69
FinTrust Investment Advisory Services
South Carolina
$604K +$624K +42,349 New
LPT
70
Legacy Private Trust
Wisconsin
$578K +$597K +40,490 New
DP
71
Dearborn Partners
Illinois
$574K +$593K +40,250 New
PMG
72
ProVise Management Group
Florida
$556K +$575K +38,998 New
HIM
73
Hillsdale Investment Management
Ontario, Canada
$554K +$572K +38,850 New
DADC
74
D.A. Davidson & Co
Montana
$518K +$535K +36,330 New
ICOA
75
Investment Centers of America
North Dakota
$498K +$515K +34,943 New
1 2
3
4 5

PGX Hedge Fund Activity: Q2 2013 in Review

138 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Preferred ETF (PGX) for Q2 2013, worth a combined $922M.

Buyers outnumbered sellers: 138 funds opened new PGX positions and 0 closed out — a net gain of 138 holders — while 0 added to existing stakes and 0 trimmed.

  • 138 institutional investors held Invesco Preferred ETF (PGX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $922M of Invesco Preferred ETF stock for Q2 2013.
  • 138 funds opened new Invesco Preferred ETF positions in Q2 2013 and 0 closed out, a net change of +138 holders.

Based on aggregated 13F filings for Q2 2013.