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Invesco Preferred ETF
PGX

138 hedge funds and large institutions have $922M invested in Invesco Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 138 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

36.08% more ownership

Funds ownership: 0% → 36.08% (+36%)

Holders
138
Holders Change
+138
Holders Change %
–
% of All Funds
4.5%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
138
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
126
Windsor Capital Management
Arizona
$15K +$15.6K +1,056 New
MIM
127
Macroview Investment Management
Maryland
$11K +$11.1K +750 New
TWA
128
TCI Wealth Advisors
Arizona
$8K +$7.81K +530 New
BTS
129
BB&T Securities
Virginia
$7.58K +$783K +53,116 New
SFSIG
130
San Francisco Sentry Investment Group
California
$7K +$7K +475 New
HCM
131
Highlander Capital Management
New Jersey
$6.28K +$6.48K +440 New
WC
132
Whitnell & Co
Illinois
$5K +$5.16K +350 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$4K +$3.76K +255 New
S
134
SignatureFD
Georgia
$3K +$2.95K +200 New
BIM
135
BlackRock Investment Management
Delaware
$2K +$2.08K +141 New
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$1.15K +$1.18M +80,300 New
SF
137
Synovus Financial
Georgia
$1K +$1.22K +83 New
SPL
138
Smart Portfolios LLC
Washington
$642 +$663 +45 New
NDSI
139
Newman Dignan & Sheerar Inc
Rhode Island
$429 +$443K +30,093 New
2 3 4 5
6

PGX Hedge Fund Activity: Q2 2013 in Review

138 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Preferred ETF (PGX) for Q2 2013, worth a combined $922M.

Buyers outnumbered sellers: 138 funds opened new PGX positions and 0 closed out — a net gain of 138 holders — while 0 added to existing stakes and 0 trimmed.

  • 138 institutional investors held Invesco Preferred ETF (PGX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $922M of Invesco Preferred ETF stock for Q2 2013.
  • 138 funds opened new Invesco Preferred ETF positions in Q2 2013 and 0 closed out, a net change of +138 holders.

Based on aggregated 13F filings for Q2 2013.