PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
1
Sunbelt Securities
Texas
$71.1M
2
Wells Fargo
2
Wells Fargo
California
$313M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$18.8M
4
WP
4
WealthPLAN Partners
Nebraska
$15M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$542M
2
HNB
2
Huntington National Bank
Ohio
$28.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.23M
4
EWM
4
Edge Wealth Management
New York
$3.65M
5
JIP
5
JBJ Investment Partners
South Carolina
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
SDAM
101
Shulman DeMeo Asset Management
New York
$1.75M -$140K -10,642 -7%
SI
102
Stephens Inc
Arkansas
$1.69M +$1.02M +77,782 +154%
SCA
103
Stokes Capital Advisors
South Carolina
$1.67M +$161K +12,206 +11%
ACM
104
AlphaStar Capital Management
North Carolina
$1.66M -$161K -11,718 -9%
MCM
105
MV Capital Management
Maryland
$1.63M +$172K +13,058 +12%
PI
106
PFS Investments
Georgia
$1.61M +$1.61M +122,347 New
PIMG
107
Patriot Investment Management Group
Tennessee
$1.61M +$736K +55,961 +85%
Jane Street
108
Jane Street
New York
$1.59M +$1.59M +120,823 New
WS
109
Wela Strategies
Georgia
$1.55M +$202K +15,367 +15%
AWM
110
AE Wealth Management
Kansas
$1.55M +$420K +31,943 +37%
SWP
111
Stratos Wealth Partners
Ohio
$1.51M +$28.3K +2,154 +2%
GC
112
Guggenheim Capital
Illinois
$1.49M +$21.7K +1,647 +1%
LC
113
Landaas & Company
Wisconsin
$1.45M – – –
NA
114
NewEdge Advisors
Louisiana
$1.44M +$13.9K +1,059 +1%
M&T Bank
115
M&T Bank
New York
$1.43M +$1.43M +108,440 New
SAG
116
Spotlight Asset Group
Illinois
$1.42M +$3.99K +303 +0.3%
WA
117
Wambolt & Associates
Colorado
$1.35M +$67.5K +5,131 +5%
SS
118
Simplicity Solutions
Minnesota
$1.34M +$417K +31,650 +45%
KLCM
119
KG&L Capital Management
Louisiana
$1.32M +$25.2K +1,917 +2%
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$1.31M +$67K +5,092 +5%
LWP
121
Legacy Wealth Planning
Nevada
$1.3M +$172K +13,077 +15%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$1.29M -$508K -38,580 -28%
BWM
123
BCS Wealth Management
Tennessee
$1.27M -$51.3K -3,895 -4%
OIA
124
OneDigital Investment Advisors
Kansas
$1.26M +$348K +25,078 +38%
LWAC
125
Laurel Wealth Advisors (California)
California
$1.22M +$998K +75,834 +449%
3 4
5
6 7