PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$53.7M
2
Bank of America
2
Bank of America
North Carolina
$687M
3
Cohen & Steers
3
Cohen & Steers
New York
$31.3M
4
LPL Financial
4
LPL Financial
California
$85.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$107M
2
HI
2
Horizon Investments
North Carolina
$0
3
HCM
3
Hilton Capital Management
New York
$36M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
PI
5
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
126
Capital Advisory Group Advisory Services
Minnesota
$2.06M -$12.9K -845 -0.6%
SPIA
127
Steward Partners Investment Advisory
New York
$2.02M +$447K +29,271 +28%
MP
128
McDonald Partners
Ohio
$2M +$2M +131,007 New
RG
129
Retirement Group
California
$1.99M +$90.3K +5,916 +5%
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.98M -$33.6K -2,200 -2%
William Blair & Company
131
William Blair & Company
Illinois
$1.96M -$13.2K -867 -0.7%
OIA
132
Optimum Investment Advisors
Illinois
$1.92M +$1.92K +126 +0.1%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$1.89M -$428K -28,064 -18%
AAS
134
Avantax Advisory Services
Texas
$1.84M -$1.76M -115,306 -49%
PAS
135
Park Avenue Securities
New York
$1.84M +$191K +12,529 +12%
SDAM
136
Shulman DeMeo Asset Management
New York
$1.82M +$104K +6,841 +6%
RF
137
Robbins Farley
New Hampshire
$1.81M +$1.81M +118,456 New
BFC
138
Blue Fin Capital
Rhode Island
$1.79M +$25.4K +1,668 +1%
SWP
139
Stratos Wealth Partners
Ohio
$1.75M +$153K +10,054 +10%
SWA
140
Sax Wealth Advisors
New Jersey
$1.74M +$1.74M +113,942 New
CWA
141
Clearview Wealth Advisors
Oregon
$1.72M +$1.72M +112,610 New
KWM
142
Kingsview Wealth Management
Oregon
$1.71M -$52.8K -3,462 -3%
TCA
143
Transcend Capital Advisors
New Jersey
$1.68M +$993K +65,089 +144%
FTS
144
Fifth Third Securities
Ohio
$1.68M -$154K -10,062 -8%
SCA
145
Stokes Capital Advisors
South Carolina
$1.67M +$126K +8,239 +8%
CAG
146
Curtis Advisory Group
California
$1.66M +$1.11M +72,488 +199%
CRWM
147
Castle Rock Wealth Management
California
$1.66M -$85.3K -5,679 -5%
ACM
148
AlphaStar Capital Management
North Carolina
$1.6M -$62.5K -4,170 -4%
LC
149
Landaas & Company
Wisconsin
$1.58M – – –
CB
150
Commerce Bank
Missouri
$1.56M +$1.56M +102,260 New
4 5
6
7 8