PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

314 hedge funds and large institutions have $2.33B invested in Invesco Preferred ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 45 closing their positions.

Holders
314
Holders Change
-6
Holders Change %
-1.88%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
44
Increased
105
Reduced
115
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$142M
2
UBS Group
2
UBS Group
Switzerland
$44.8M
3
CWM
3
Cornerstone Wealth Management
Missouri
$7.74M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
AG
5
Appleton Group
Wisconsin
$5.48M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$34M
2
FAAS
2
First Allied Advisory Services
California
$536K
3
CM
3
Columbus Macro
Pennsylvania
$0
4
LPL Financial
4
LPL Financial
California
$55.6M
5
Wells Fargo
5
Wells Fargo
California
$393M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$3.75M 257,499 +47,106 +22%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$3.73M 256,516 +7,183 +3%
ML
53
McAdam LLC
Pennsylvania
$3.73M 256,454 +18,158 +8%
SP
54
SWS Partners
Ohio
$3.73M 256,102 -29,715 -10%
CCA
55
Clearwater Capital Advisors
Illinois
$3.62M 248,592 +5,260 +2%
CT
56
Coastline Trust
Rhode Island
$3.48M 239,280 -7,850 -3%
AI
57
Atria Investments
North Carolina
$3.47M 238,515 +91,830 +63%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$3.33M 228,855 -11,147 -5%
RJA
59
Raymond James & Associates
Florida
$3.11M 213,817 +39,273 +23%
Stifel Financial
60
Stifel Financial
Missouri
$3.07M 211,890 -15,575 -7%
I
61
INVST
Indiana
$2.58M 176,925 +109,028 +161%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$2.52M 173,075 +4,821 +3%
CA
63
Crewe Advisors
Utah
$2.47M 169,680 -9,572 -5%
PA
64
Perennial Advisors
New York
$2.46M 168,877 -3,226 -2%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.44M 167,321 +7,660 +5%
IWA
66
IBEX Wealth Advisors
New Jersey
$2.41M 165,162 – –
ACA
67
Atlas Capital Advisors
Wyoming
$2.35M 161,890 -14,726 -8%
MWA
68
MFA Wealth Advisors
Pennsylvania
$2.35M 162,043 +5,588 +4%
IP
69
Intellectus Partners
California
$2.34M 160,950 +9,456 +6%
DCM
70
Dearborn Capital Management
Illinois
$2.33M 160,000 – –
HSA
71
HBK Sorce Advisory
Pennsylvania
$2.16M 148,231 +4,754 +3%
AAP
72
Arax Advisory Partners
Colorado
$2.11M 144,677 -31,864 -18%
TFA
73
Toth Financial Advisory
Virginia
$2.06M 141,539 -15,253 -10%
NMC
74
Nine Masts Capital
Hong Kong
$1.99M 136,400 +136,400 New
SPC
75
Sigma Planning Corp
Michigan
$1.97M 135,310 +48,927 +57%
1 2
3
4 5