PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

493 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 216 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-25
Holders Change %
-4.83%
% of All Funds
8.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
48
Increased
128
Reduced
216
Closed
68
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
+$795K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$113M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$11.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$16.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.49M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.22M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$624M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.1M
3
HNB
Huntington National Bank
Ohio
$52.2M
4
Morgan Stanley
Morgan Stanley
New York
$136M
5
First Trust Advisors
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cetera Advisors
Colorado
$723K +$19K +1,539 +3%
DADC
177
D.A. Davidson & Co
Montana
$716K +$26.3K +2,130 +4%
HCM
178
Hilton Capital Management
New York
$708K -$31.4K -2,547 -4%
GM
179
GeoWealth Management
Illinois
$703K -$901K -73,058 -56%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$693K -$83.7K -6,777 -11%
RFN
181
RDA Financial Network
Iowa
$691K +$8.26K +670 +1%
WAS
182
Wealth Advisory Solutions
Indiana
$670K -$82.4K -6,681 -11%
FTS
183
Fifth Third Securities
Ohio
$666K +$666K +53,952 New
MC
184
Moors & Cabot
Massachusetts
$663K -$69.9K -5,659 -10%
Marshall Wace
185
Marshall Wace
United Kingdom
$643K -$2.27M -184,447 -78%
HWM
186
HB Wealth Management
Georgia
$643K +$643K +52,116 New
CIAS
187
Capital Investment Advisory Services
North Carolina
$632K +$56.4K +4,570 +10%
MIAN
188
Mariner Independent Advisor Network
Kansas
$631K +$18.2K +1,471 +3%
PPWM
189
Paragon Private Wealth Management
Kentucky
$621K – – –
OIA
190
OneDigital Investment Advisors
Kansas
$619K -$3.51K -284 -0.6%
TWA
191
TCI Wealth Advisors
Arizona
$617K +$402K +32,595 +187%
AAS
192
Ameritas Advisory Services
Nebraska
$613K +$72.1K +5,842 +13%
TWM
193
Tradition Wealth Management
Minnesota
$599K -$94.2K -7,628 -14%
CPIG
194
Chicago Partners Investment Group
Illinois
$596K +$596K +45,616 New
DFA
195
DHK Financial Advisors
New Hampshire
$583K +$7.68K +622 +1%
FHA
196
First Horizon Advisors
Tennessee
$575K +$575K +46,684 New
CAN
197
Claraphi Advisory Network
United States
$574K +$69.4K +5,623 +14%
LSA
198
Lion Street Advisors
Texas
$573K -$60.6K -4,018 -10%
AC
199
Apella Capital
Connecticut
$567K +$18.4K +1,493 +3%
AWS
200
Atria Wealth Solutions
New York
$558K -$156K -12,616 -22%
6 7
8
9 10