PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

424 hedge funds and large institutions have $2.71B invested in Invesco Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
54
Increased
184
Reduced
114
Closed
40
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$525K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.8M
2
HCM
Hilton Capital Management
New York
+$21.5M
3
Morgan Stanley
Morgan Stanley
New York
+$16.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$29.7M
2
Truist Financial
Truist Financial
North Carolina
-$8.16M
3
AA
Apriem Advisors
California
-$6.08M
4
I
INVST
Indiana
-$6.02M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
51
Lido Advisors
California
$5.23M +$1.66M +112,562 +46%
HFM
52
Hartford Financial Management
Connecticut
$5.13M +$299K +20,302 +6%
CCM
53
Compton Capital Management
Rhode Island
$5.1M -$35.4K -2,400 -0.7%
PA
54
Perennial Advisors
New York
$5.09M +$312K +21,189 +7%
Comerica Bank
55
Comerica Bank
Texas
$4.93M +$810K +54,301 +20%
HHRDM
56
H&H Retirement Design & Management
Nevada
$4.91M +$1.44M +97,940 +42%
N
57
Natixis
France
$4.88M +$114K +1,259 +2%
Renaissance Technologies
58
Renaissance Technologies
New York
$4.79M +$809K +54,900 +20%
OPS
59
Orion Portfolio Solutions
Nebraska
$4.79M -$1.11M -75,480 -19%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$4.6M +$414K +28,142 +10%
BEC
61
Blue Edge Capital
Virginia
$4.6M +$155K +10,528 +3%
TF
62
Tompkins Financial
New York
$4.52M +$102K +6,926 +2%
PAG
63
Private Advisor Group
New Jersey
$4.45M -$705K -47,888 -14%
TCPWM
64
Traverso Chambers Private Wealth Management
California
$4.35M +$162K +10,968 +4%
SFA
65
Sequoia Financial Advisors
Ohio
$4.27M +$873K +59,281 +26%
HFG
66
Heron Financial Group
New York
$4.22M +$685K +45,944 +19%
Asset Management One
67
Asset Management One
Japan
$4.22M -$191K -12,982 -4%
CCG
68
Chatham Capital Group
Georgia
$4.08M -$58.9K -4,000 -1%
GRP
69
Global Retirement Partners
California
$3.94M +$881K +59,783 +29%
VAS
70
Valicenti Advisory Services
New York
$3.83M -$77.6K -5,271 -2%
ONB
71
Old National Bancorp
Indiana
$3.81M +$3.81M +258,769 New
FPB
72
First PREMIER Bank
South Dakota
$3.69M +$548K +37,185 +17%
AWM
73
Atticus Wealth Management
Florida
$3.66M +$134K +9,106 +4%
RCA
74
Reitz Capital Advisors
Michigan
$3.66M +$2.22M +150,688 +155%
HWM
75
Howard Wealth Management
Connecticut
$3.59M +$160K +10,885 +5%
1 2
3
4 5