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 %
OA
176
Oxbow Advisors
Texas
$764K +$103K +6,982 +16%
BIG
177
Boothe Investment Group
Delaware
$763K -$2.46K -167 -0.3%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$757K -$17.3K -1,178 -2%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$754K -$15.9K -1,076 -2%
SFPG
180
Stonebridge Financial Planning Group
Florida
$736K +$602K +40,381 +450%
WPC
181
White Pine Capital
Minnesota
$720K +$17.9K +1,214 +3%
CAN
182
Cetera Advisor Networks
California
$713K +$10.8K +734 +2%
JWCA
183
J.W. Coons Advisors
Ohio
$681K +$188K +12,800 +38%
TSS
184
Two Sigma Securities
New York
$667K +$294K +19,938 +79%
TCA
185
Transcend Capital Advisors
New Jersey
$664K +$664K +45,084 New
MCM
186
McMillion Capital Management
North Carolina
$659K -$74.9K -5,084 -10%
SIS
187
Sound Income Strategies
Florida
$659K -$7.63K -518 -1%
RA
188
RFG Advisory
Alabama
$655K +$216K +14,659 +49%
WWM
189
Western Wealth Management
Colorado
$646K +$21.8K +1,481 +3%
IC
190
Intersect Capital
California
$644K – – –
SWM
191
SeaCrest Wealth Management
New York
$639K +$368K +25,007 +136%
CCB
192
Cutter & Co Brokerage
Missouri
$637K -$15.1K -1,024 -2%
CWA
193
Capital Wealth Alliance
Arizona
$637K +$41.2K +2,797 +7%
SFS
194
Sowell Financial Services
Arkansas
$634K +$210K +14,265 +50%
OC
195
Oppenheimer & Co
New York
$605K -$162 -11 -0%
SCM
196
Southport Capital Management
Tennessee
$603K +$49.3K +3,346 +9%
BAAM
197
Baker Avenue Asset Management
California
$599K – – –
FF
198
Friedenthal Financial
New Jersey
$597K -$149K -10,126 -20%
CK
199
Cohen Klingenstein
New York
$589K – – –
FMC
200
First Merchants Corp
Indiana
$589K +$589K +40,000 New
6 7
8
9 10