PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

166 hedge funds and large institutions have $886M invested in Invesco Preferred ETF in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
4.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
28
Increased
60
Reduced
48
Closed
14
Calls
–
Puts
$437K
Net Calls
-$437K
Net Calls Change
+$37K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.4M
2
CNB
2
City National Bank
California
$18.5M
3
Wells Fargo
3
Wells Fargo
California
$176M
4
MAA
4
Managed Account Advisors
New Jersey
$31.5M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$6.62M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$62.8M
2
HNB
2
Huntington National Bank
Ohio
$33M
3
BTS
3
BB&T Securities
Virginia
$3.57M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
PWM
5
ParenteBeard Wealth Management
Pennsylvania
$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Avior Wealth Management
Nebraska
$20K +$293 +20 +1%
AA
152
Apriem Advisors
California
$16K +$15 +1 +0.1%
HRC
153
Hoertkorn Richard Charles
$15K – – –
FNBT
154
FineMark National Bank & Trust
Florida
$15K +$15K +989 New
WEC
155
Winslow Evans & Crocker
Massachusetts
$13.2K – – –
RIA
156
Regal Investment Advisors
Michigan
$13K – – –
FWM
157
Focused Wealth Management
New York
$11K – – –
SNT
158
Security National Trust
West Virginia
$10K – – –
EWM
159
Edge Wealth Management
New York
$7K – – –
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.67K -103 -25%
ASN
161
Advisory Services Network
Georgia
$3K -$257K -15,449 -99%
NDSI
162
Newman Dignan & Sheerar Inc
Rhode Island
$307 – – –
BRWA
163
B. Riley Wealth Advisors
Florida
$101 +$101 +6,850 New
PFG
164
Piershale Financial Group
Illinois
– -$14.8M -1,026,246 Closed
TWM
165
Torch Wealth Management
Ohio
– -$1.88M -130,178 Closed
FAAM
166
First Allied Asset Management
California
– -$996K -68,750 Closed
PSW
167
Portfolio Strategies (Washington)
Washington
– -$902K -62,370 Closed
PMG
168
ProVise Management Group
Florida
– -$823K -56,902 Closed
VKH
169
Virtu KCG Holdings
New York
– -$230K -15,901 Closed
CK
170
Carnick & Kubik
Colorado
– -$160K -11,050 Closed
JFA
171
JNBA Financial Advisors
Minnesota
– -$74K -5,112 Closed
KT
172
Kanaly Trust
Texas
– -$53K -3,650 Closed
AAM
173
American Asset Management
Florida
– -$47K -3,250 Closed
BCM
174
Blume Capital Management
California
– -$26K -1,779 Closed
FIG
175
Fusion Investment Group
Pennsylvania
– -$14K -942 Closed
4 5 6
7
8