PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

424 hedge funds and large institutions have $2.71B invested in Invesco Preferred ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 184 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
54
Increased
184
Reduced
114
Closed
40
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$525K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34.8M
2
HCM
Hilton Capital Management
New York
+$21.5M
3
Morgan Stanley
Morgan Stanley
New York
+$16.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$29.7M
2
Truist Financial
Truist Financial
North Carolina
-$8.16M
3
AA
Apriem Advisors
California
-$6.08M
4
I
INVST
Indiana
-$6.02M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
151
Gould Asset Management
California
$1.18M +$37.2K +2,525 +3%
CFGS
152
Concourse Financial Group Securities
Alabama
$1.17M +$81.3K +5,519 +7%
ISWM
153
Independent Solutions Wealth Management
New York
$1.17M -$184K -12,461 -14%
RFN
154
RDA Financial Network
Iowa
$1.16M +$152K +10,300 +15%
AF
155
Advisornet Financial
Minnesota
$1.13M +$26.7K +1,809 +2%
IBOK
156
Independence Bank of Kentucky
Kentucky
$1.12M +$217K +14,725 +24%
SBWM
157
Sunflower Bank Wealth Management
Arizona
$1.11M -$83.7K -5,685 -7%
GWAG
158
Garrett Wealth Advisory Group
Texas
$1.02M -$114K -7,726 -10%
OIA
159
OneDigital Investment Advisors
Kansas
$1.01M -$337K -22,802 -25%
QA
160
Quantitative Advantage
Minnesota
$1.01M +$9.7K +659 +1%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$1M +$60.2K +4,088 +6%
RW
162
RVW Wealth
California
$987K – – –
GWM
163
Geneos Wealth Management
Colorado
$977K +$145K +9,900 +17%
BWA
164
Beam Wealth Advisors
Louisiana
$976K +$239K +16,240 +32%
KFA
165
Kays Financial Advisory
Georgia
$957K -$133K -9,019 -12%
FMB
166
Field & Main Bank
Kentucky
$946K -$15.2K -1,034 -2%
SI
167
Stephens Inc
Arkansas
$928K +$3.53K +240 +0.4%
KA
168
Kovack Advisors
Florida
$895K +$28.6K +1,945 +3%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$884K +$148K +10,095 +20%
DADC
170
D.A. Davidson & Co
Montana
$875K -$3.71K -252 -0.4%
GFPC
171
Global Financial Private Client
Florida
$870K +$195K +13,141 +29%
SWMG
172
Sanchez Wealth Management Group
Florida
$788K +$49.1K +3,334 +7%
AA
173
AlphaMark Advisors
Kentucky
$780K +$234K +15,910 +43%
SFG
174
StrategIQ Financial Group
Indiana
$770K -$648 -44 -0.1%
FFN
175
Focus Financial Network
Minnesota
$770K -$21.9K -1,489 -3%
5 6
7
8 9