PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$57.9M
2
LPL Financial
LPL Financial
California
$148M
3
Bank of America
Bank of America
North Carolina
$614M
4
Wells Fargo
Wells Fargo
California
$161M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.4M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$1.77M
2
HNB
Huntington National Bank
Ohio
$27.8M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
AA
ACT Advisors
North Carolina
$0
5
AF
Allworth Financial
California
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
176
Narwhal Capital Management
Georgia
$591K – – –
HCM
177
Hilton Capital Management
New York
$590K – – –
PSIWM
178
Paradigm Strategies in Wealth Management
Minnesota
$589K +$1.04K +91 +0.2%
FTS
179
Fifth Third Securities
Ohio
$588K +$114K +9,985 +24%
AWM
180
Atticus Wealth Management
Florida
$587K -$213K -18,701 -27%
DFA
181
DHK Financial Advisors
New Hampshire
$574K +$9.21K +810 +2%
HighTower Advisors
182
HighTower Advisors
Illinois
$567K -$140K -12,333 -20%
PPWM
183
Paragon Private Wealth Management
Kentucky
$553K – – –
MCC
184
Money Concepts Capital
Florida
$514K -$912K -80,178 -64%
SWMG
185
Sanchez Wealth Management Group
Florida
$510K +$5.25K +462 +1%
BA
186
Bristlecone Advisors
Washington
$502K +$368K +32,374 +274%
N
187
Natixis
France
$496K +$7.97K +704 +2%
RT
188
Rockland Trust
Massachusetts
$489K – – –
RW
189
RVW Wealth
California
$489K +$29.8K +2,625 +7%
IA
190
IFG Advisory
Georgia
$483K -$15.3K -1,344 -3%
CCM
191
Crew Capital Management
Ohio
$478K -$497K -43,731 -51%
IBOK
192
Independence Bank of Kentucky
Kentucky
$471K -$16.8K -1,475 -3%
FFN
193
Focus Financial Network
Minnesota
$466K -$5.25K -462 -1%
CIAS
194
Capital Investment Advisory Services
North Carolina
$465K -$9.27K -815 -2%
RFN
195
RDA Financial Network
Iowa
$457K -$5.69K -500 -1%
PP
196
Prudential plc
United Kingdom
$455K – – –
AIC
197
Argus Investors Counsel
New York
$453K – – –
UCB
198
United Community Bank
South Carolina
$449K +$7.2K +633 +2%
SCA
199
Snowden Capital Advisors
New York
$448K +$614 +54 +0.1%
PPWP
200
Proquility Private Wealth Partners
Nevada
$445K +$8.84K +777 +2%
6 7
8
9 10