PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$57.9M
2
LPL Financial
2
LPL Financial
California
$148M
3
Bank of America
3
Bank of America
North Carolina
$614M
4
Wells Fargo
4
Wells Fargo
California
$161M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.4M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.77M
2
HNB
2
Huntington National Bank
Ohio
$27.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$115M
4
AA
4
ACT Advisors
North Carolina
$0
5
AF
5
Allworth Financial
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
101
MONECO Advisors
Connecticut
$1.5M -$97.4K -8,564 -6%
BIG
102
Boothe Investment Group
Delaware
$1.48M +$163K +14,356 +12%
CST
103
Charles Schwab Trust
Nevada
$1.47M -$1.73M -153,647 -54%
SWP
104
Stratos Wealth Partners
Ohio
$1.42M +$34 +3 +0%
GC
105
Guidance Capital
Kentucky
$1.39M +$1.39M +123,824 New
WA
106
Wambolt & Associates
Colorado
$1.39M -$41K -3,603 -3%
SWA
107
Sax Wealth Advisors
New Jersey
$1.38M -$166K -14,581 -11%
Principal Financial Group
108
Principal Financial Group
Iowa
$1.37M -$607K -53,346 -31%
BWA
109
Beam Wealth Advisors
Louisiana
$1.36M -$35.1K -3,088 -3%
GWCM
110
Godshalk Welsh Capital Management
Pennsylvania
$1.35M -$28.4K -2,500 -2%
GC
111
Guggenheim Capital
Illinois
$1.32M +$124K +10,886 +10%
FHA
112
Flagship Harbor Advisors
Massachusetts
$1.31M +$1.31M +115,496 New
SFA
113
Sequoia Financial Advisors
Ohio
$1.3M +$44.7K +3,931 +4%
KC
114
Kades & Cheifetz
Pennsylvania
$1.28M +$146K +12,808 +13%
BCFS
115
Butensky & Cohen Financial Security
Florida
$1.25M -$99.8K -8,775 -7%
SDAM
116
Shulman DeMeo Asset Management
New York
$1.23M -$3.88K -341 -0.3%
RCA
117
Reitz Capital Advisors
Michigan
$1.19M -$4.01M -353,031 -77%
NA
118
NewEdge Advisors
Louisiana
$1.19M +$271K +23,877 +30%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18M +$40.5K +3,565 +4%
NW
120
NewEdge Wealth
Pennsylvania
$1.17M +$1.05M +91,983 +829%
OIA
121
Optimum Investment Advisors
Illinois
$1.17M – – –
SRC
122
Shufro Rose & Co
New York
$1.16M -$1.51K -133 -0.1%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$1.15M +$105K +9,226 +10%
AAS
124
Avantax Advisory Services
Texas
$1.12M -$128K -11,227 -10%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$1.11M -$2.66M -233,915 -71%
3 4
5
6 7