PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

347 hedge funds and large institutions have $2.04B invested in Invesco Preferred ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
7.52%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
45
Increased
125
Reduced
114
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$14M
2
Morgan Stanley
2
Morgan Stanley
New York
$127M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.4M
4
TYCC
4
Texas Yale Capital Corp
Florida
$16.3M
5
FF
5
Friedenthal Financial
New Jersey
$8.73M

Top Sellers

1
CFG
1
CNO Financial Group
Indiana
$0
2
Wells Fargo
2
Wells Fargo
California
$290M
3
HNB
3
Huntington National Bank
Ohio
$34.2M
4
CFA
4
Camarda Financial Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$1.92M +$825K +56,906 +76%
GWCM
77
Godshalk Welsh Capital Management
Pennsylvania
$1.92M +$207K +14,250 +12%
IP
78
Intellectus Partners
California
$1.92M +$1.92M +132,087 New
BFC
79
Blue Fin Capital
Rhode Island
$1.9M -$22.2K -1,528 -1%
OIA
80
Optimum Investment Advisors
Illinois
$1.88M +$563K +38,836 +43%
IWA
81
IBEX Wealth Advisors
New Jersey
$1.88M -$418K -28,843 -18%
UCFA
82
United Capital Financial Advisors
Texas
$1.8M +$367K +25,308 +26%
FHC
83
First Heartland Consultants
Missouri
$1.79M +$1.6M +110,057 +811%
TWM
84
Torch Wealth Management
Ohio
$1.74M -$14.2K -981 -0.8%
SFA
85
Sequoia Financial Advisors
Ohio
$1.72M -$5.52M -380,849 -76%
SWP
86
Stratos Wealth Partners
Ohio
$1.68M +$36K +2,484 +2%
Lido Advisors
87
Lido Advisors
California
$1.68M +$585K +40,369 +54%
MCM
88
MV Capital Management
Maryland
$1.67M -$429K -29,579 -20%
NEAM
89
New England Asset Management
Connecticut
$1.65M – – –
CT
90
Coastline Trust
Rhode Island
$1.61M +$268K +18,490 +20%
SDAM
91
Shulman DeMeo Asset Management
New York
$1.57M +$9.12K +629 +0.6%
LC
92
Landaas & Company
Wisconsin
$1.55M – – –
APA
93
American Portfolios Advisors
New York
$1.49M +$58.4K +4,028 +4%
CFB
94
Cullen/Frost Bankers
Texas
$1.48M +$205K +14,142 +16%
NA
95
NewEdge Advisors
Louisiana
$1.45M +$41.7K +2,875 +3%
William Blair & Company
96
William Blair & Company
Illinois
$1.38M +$103K +7,080 +8%
WA
97
Wambolt & Associates
Colorado
$1.34M -$44.1K -3,031 -3%
SC
98
Scotia Capital
Ontario, Canada
$1.29M -$2.1M -144,531 -62%
QA
99
Quantitative Advantage
Minnesota
$1.26M +$5.92K +408 +0.5%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$1.25M -$516K -35,576 -29%
2 3
4
5 6