PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

464 hedge funds and large institutions have $2B invested in Invesco Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-27
Holders Change %
-5.5%
% of All Funds
7.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
145
Reduced
191
Closed
66
Calls
$835K
Puts
$822K
Net Calls
+$13K
Net Calls Change
-$148K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$105M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$48.4M
3
Ameriprise
3
Ameriprise
Minnesota
$139M
4
AA
4
ACT Advisors
North Carolina
$14.6M
5
SA
5
Stonebridge Advisors
Connecticut
$12.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$601M
2
HNB
2
Huntington National Bank
Ohio
$29.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$28K
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.99M
5
PA
5
Parkside Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
76
Albion Financial Group
Utah
$2.29M +$115K +9,990 +5%
HFG
77
Heron Financial Group
New York
$2.26M +$59.8K +5,211 +3%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$2.22M -$5.32M -463,629 -71%
GWM
79
Geneos Wealth Management
Colorado
$2.22M +$7.06K +615 +0.3%
ORC
80
O'Rourke & Company
Massachusetts
$2.19M -$53.4K -4,648 -2%
AA
81
Advisory Alpha
Michigan
$2.07M -$24.9K -2,172 -1%
EWA
82
Etesian Wealth Advisors
Oregon
$2.06M -$146K -12,726 -7%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$2.02M -$117K -10,155 -5%
Principal Financial Group
84
Principal Financial Group
Iowa
$1.99M -$10.5M -910,279 -84%
BFS
85
Bard Financial Services
Connecticut
$1.94M -$577K -50,250 -23%
HF
86
HRT Financial
New York
$1.88M +$1.88M +164,114 New
PCWA
87
Pacific Capital Wealth Advisors
California
$1.8M -$157K -13,658 -8%
SKK
88
Shepherd Kaplan Krochuk
Massachusetts
$1.75M -$18.3K -1,597 -1%
Asset Management One
89
Asset Management One
Japan
$1.65M +$36.2K +3,149 +2%
OC
90
Oppenheimer & Co
New York
$1.64M +$299K +26,021 +22%
JGIA
91
Jackson Grant Investment Advisers
Connecticut
$1.63M -$65.8K -5,732 -4%
CCM
92
Compton Capital Management
Rhode Island
$1.61M -$1.24M -108,150 -44%
MA
93
MONECO Advisors
Connecticut
$1.61M +$85.3K +7,429 +6%
PSB
94
Piscataqua Savings Bank
New Hampshire
$1.59M +$18.4K +1,604 +1%
RL
95
Retireful LLC
Michigan
$1.56M +$1.56M +135,668 New
SWA
96
Sax Wealth Advisors
New Jersey
$1.56M -$63.6K -5,540 -4%
AI
97
Atria Investments
North Carolina
$1.53M +$168K +14,671 +12%
BPA
98
Beacon Pointe Advisors
California
$1.51M +$1.51M +131,411 New
KLCM
99
KG&L Capital Management
Louisiana
$1.46M -$2.45K -213 -0.2%
BCM
100
BlueCrest Capital Management
Jersey
$1.45M +$1.45M +126,588 New
2 3
4
5 6