PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

491 hedge funds and large institutions have $2.76B invested in Invesco Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 202 reducing their positions, and 54 closing their positions.

Holders
491
Holders Change
+21
Holders Change %
+4.47%
% of All Funds
7.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
83
Increased
134
Reduced
202
Closed
54
Calls
$277K
Puts
$116K
Net Calls
+$161K
Net Calls Change
+$29K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$640M
2
Cohen & Steers
2
Cohen & Steers
New York
$19.5M
3
AF
3
Allworth Financial
California
$46.9M
4
SAMC
4
Spectrum Asset Management (Connecticut)
Connecticut
$25.7M
5
Cerity Partners
5
Cerity Partners
New York
$11.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$148M
2
AWA
2
Arete Wealth Advisors
Illinois
$799M
3
HNB
3
Huntington National Bank
Ohio
$29.9M
4
AA
4
Advisory Alpha
Michigan
$2.04M
5
UBS Group
5
UBS Group
Switzerland
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
101
Piscataqua Savings Bank
New Hampshire
$1.53M -$44.9K -4,019 -3%
MA
102
MONECO Advisors
Connecticut
$1.48M +$2.04K +182 +0.1%
GWCM
103
Godshalk Welsh Capital Management
Pennsylvania
$1.47M -$38K -3,400 -3%
SWP
104
Stratos Wealth Partners
Ohio
$1.47M +$218K +19,524 +17%
WA
105
Wambolt & Associates
Colorado
$1.44M -$91.6K -8,192 -6%
KLCM
106
KG&L Capital Management
Louisiana
$1.42M -$13.7K -1,221 -1%
CTC
107
Central Trust Company
Missouri
$1.4M -$191K -17,080 -12%
BCFS
108
Butensky & Cohen Financial Security
Florida
$1.36M -$302K -27,012 -18%
BWA
109
Beam Wealth Advisors
Louisiana
$1.35M +$123K +10,967 +10%
BAAM
110
Baker Avenue Asset Management
California
$1.35M -$1.05M -93,540 -44%
AI
111
Atria Investments
North Carolina
$1.33M -$214K -19,142 -14%
CAP
112
Columbia Advisory Partners
Washington
$1.31M -$79.9K -7,144 -6%
OC
113
Oppenheimer & Co
New York
$1.3M -$173K -15,487 -12%
AWS
114
AJ Wealth Strategies
New York
$1.27M -$946K -84,630 -43%
SDAM
115
Shulman DeMeo Asset Management
New York
$1.21M -$1.39K -124 -0.1%
HFM
116
Hartford Financial Management
Connecticut
$1.17M -$493K -44,073 -30%
OIA
117
Optimum Investment Advisors
Illinois
$1.17M -$615 -55 -0.1%
AAS
118
Avantax Advisory Services
Texas
$1.16M -$191K -17,102 -14%
SFA
119
Sequoia Financial Advisors
Ohio
$1.15M +$65.7K +5,875 +6%
AWM
120
Accel Wealth Management
Iowa
$1.14M +$16.8K +1,499 +1%
CA
121
Cetera Advisors
Colorado
$1.14M +$485K +43,404 +75%
AAP
122
Arax Advisory Partners
Colorado
$1.13M -$243K -21,760 -18%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13M -$113K -10,100 -9%
Invesco
124
Invesco
Georgia
$1.11M -$4.31M -385,955 -80%
KC
125
Kades & Cheifetz
Pennsylvania
$1.1M +$1.1M +98,324 New
3 4
5
6 7