PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$53.7M
2
Bank of America
2
Bank of America
North Carolina
$687M
3
Cohen & Steers
3
Cohen & Steers
New York
$31.3M
4
LPL Financial
4
LPL Financial
California
$85.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$107M
2
HI
2
Horizon Investments
North Carolina
$0
3
HCM
3
Hilton Capital Management
New York
$36M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
PI
5
PFS Investments
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Atticus Wealth Management
Florida
$4.18M 274,160 +25,982 +10%
HFG
77
Heron Financial Group
New York
$4.18M 280,240 -3,120 -1%
RFM
78
Royal Fund Management
Florida
$4.1M 268,619 +268,619 New
AP
79
Advisors Preferred
Maryland
$4.1M 270,674 +270,674 New
RCA
80
Reitz Capital Advisors
Michigan
$4.03M 264,331 +16,177 +7%
NA
81
NewEdge Advisors
Louisiana
$4.03M 264,287 +156,554 +145%
FPB
82
First PREMIER Bank
South Dakota
$3.99M 261,483 +11,215 +4%
Asset Management One
83
Asset Management One
Japan
$3.95M 260,568 -25,829 -9%
HWM
84
Howard Wealth Management
Connecticut
$3.93M 257,409 +13,450 +6%
IWA
85
IBEX Wealth Advisors
New Jersey
$3.93M 257,438 +15,383 +6%
SKK
86
Shepherd Kaplan Krochuk
Massachusetts
$3.92M 256,617 -186,469 -42%
AG
87
Appleton Group
Wisconsin
$3.91M 256,312 +15,542 +6%
CCM
88
Crabel Capital Management
California
$3.87M 253,695 +253,695 New
TFA
89
Toth Financial Advisory
Virginia
$3.65M 239,304 +4,443 +2%
CCG
90
Chatham Capital Group
Georgia
$3.63M 237,585 -39,165 -14%
HSA
91
HBK Sorce Advisory
Pennsylvania
$3.6M 235,900 +32,346 +16%
GG
92
Golden Green
South Carolina
$3.51M 229,982 +229,982 New
GM
93
GeoWealth Management
Illinois
$3.49M 228,395 +130,379 +133%
CCA
94
Clearwater Capital Advisors
Illinois
$3.49M 228,540 +378 +0.2%
FI
95
FormulaFolio Investments
Michigan
$3.47M 227,365 +227,365 New
Goldman Sachs
96
Goldman Sachs
New York
$3.38M 221,779 +10,500 +5%
PCWA
97
Pacific Capital Wealth Advisors
California
$3.36M 219,902 +2,760 +1%
SS
98
Simplicity Solutions
Minnesota
$3.31M 217,156 +114,265 +111%
EWM
99
Edge Wealth Management
New York
$3.3M 216,710 -15,700 -7%
SP
100
SWS Partners
Ohio
$3.25M 213,025 +6,197 +3%
2 3
4
5 6