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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
OA
76
Oxbow Advisors
Texas
$497K +$513K +34,830 New
GAM
77
Gould Asset Management
California
$481K +$497K +33,710 New
FT
78
Fiduciary Trust
Massachusetts
$477K +$492K +33,403 New
KeyBank National Association
79
KeyBank National Association
Ohio
$476K +$491K +33,330 New
CPO
80
Cerity Partners OCIO
New York
$462K +$477K +32,351 New
CWM
81
Concert Wealth Management
California
$452K +$473K +32,119 New
SI
82
Stephens Inc
Arkansas
$413K +$426K +28,920 New
NPC
83
National Planning Corporation
California
$412K +$424K +28,794 New
Northern Trust
84
Northern Trust
Illinois
$357K +$368K +25,000 New
Two Sigma Advisers
85
Two Sigma Advisers
New York
$344K +$355K +24,096 New
BC
86
Burney Company
Virginia
$327K +$338K +22,934 New
WPC
87
White Pine Capital
Minnesota
$322K +$333K +22,600 New
GG
88
Gofen & Glossberg
Illinois
$318K +$328K +22,250 New
NA
89
Navellier & Associates
Nevada
$315K +$325K +22,083 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$287K +$296K +20,078 New
NCMW
91
Northern Capital Management (Wisconsin)
Wisconsin
$287K +$296K +20,100 New
WS
92
Wedbush Securities
California
$283K +$292K +19,842 New
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$281K +$290K +19,669 New
OC
94
Oppenheimer & Co
New York
$278K +$287K +19,472 New
WA
95
WFG Advisors
Texas
$263K +$272K +18,432 New
Comerica Bank
96
Comerica Bank
Texas
$257K +$265K +17,999 New
KCG
97
Knight Capital Group
$255K +$263K +17,857 New
SNC
98
Stifel Nicolaus & Co
Missouri
$254K +$263K +17,828 New
US Bancorp
99
US Bancorp
Minnesota
$248K +$256K +17,400 New
Edgewood Management
100
Edgewood Management
Connecticut
$228K +$236K +16,000 New
2 3
4
5 6

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.