PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

424 hedge funds and large institutions have $2.71B invested in Invesco Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
54
Increased
184
Reduced
114
Closed
40
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$525K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.8M
2
HCM
Hilton Capital Management
New York
+$21.5M
3
Morgan Stanley
Morgan Stanley
New York
+$16.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$29.7M
2
Truist Financial
Truist Financial
North Carolina
-$8.16M
3
AA
Apriem Advisors
California
-$6.08M
4
I
INVST
Indiana
-$6.02M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
101
Capital Asset Advisory Services
Michigan
$2.19M +$238K +16,165 +12%
GWCM
102
Godshalk Welsh Capital Management
Pennsylvania
$2.12M +$125K +8,500 +6%
LWAC
103
Laurel Wealth Advisors (California)
California
$2.1M +$442K +29,990 +27%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$2.07M -$222K -15,059 -10%
AWS
105
AJ Wealth Strategies
New York
$2.06M -$530K -36,000 -20%
CT
106
Coastline Trust
Rhode Island
$2.04M -$65K -4,410 -3%
SS
107
Sunbelt Securities
Texas
$2.02M +$1.63M +109,372 +414%
RWA
108
Redhawk Wealth Advisors
Minnesota
$2M +$416K +28,231 +26%
CAGAS
109
Capital Advisory Group Advisory Services
Minnesota
$2M +$43.7K +2,970 +2%
CWM
110
Centric Wealth Management
Illinois
$1.99M -$170K -11,373 -8%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.94M -$7.37K -500 -0.4%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$1.91M -$4.9M -332,897 -72%
William Blair & Company
113
William Blair & Company
Illinois
$1.91M -$458K -31,079 -19%
HighTower Advisors
114
HighTower Advisors
Illinois
$1.87M +$170K +11,572 +10%
OIA
115
Optimum Investment Advisors
Illinois
$1.85M +$1.89K +128 +0.1%
AWM
116
AE Wealth Management
Kansas
$1.85M +$76.5K +5,194 +4%
RG
117
Retirement Group
California
$1.83M -$74.8K -5,076 -4%
BEI
118
Benjamin Edwards Inc
Missouri
$1.8M -$72.7K -4,936 -4%
FTS
119
Fifth Third Securities
Ohio
$1.77M +$1.77M +120,075 New
CRWM
120
Castle Rock Wealth Management
California
$1.71M +$18.3K +1,240 +1%
KWM
121
Kingsview Wealth Management
Oregon
$1.71M +$1.01M +68,259 +144%
BFC
122
Blue Fin Capital
Rhode Island
$1.7M -$47K -3,190 -3%
SPC
123
Sigma Planning Corp
Michigan
$1.68M -$921K -62,544 -35%
SDAM
124
Shulman DeMeo Asset Management
New York
$1.66M – – –
OMC
125
Old Mission Capital
Illinois
$1.65M +$1.65M +112,191 New
3 4
5
6 7