PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

472 hedge funds and large institutions have $2.09B invested in Invesco Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 168 increasing their positions, 173 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
45
Increased
168
Reduced
173
Closed
35
Calls
$1.51M
Puts
$287K
Net Calls
+$1.22M
Net Calls Change
+$1.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$53.5M
2
LPL Financial
LPL Financial
California
+$17.4M
3
Wells Fargo
Wells Fargo
California
+$14M
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$10M
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.02M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$27.8M
2
Ameriprise
Ameriprise
Minnesota
-$12.5M
3
Cohen & Steers
Cohen & Steers
New York
-$7.75M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.24M
5
Morgan Stanley
Morgan Stanley
New York
-$6.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
176
Private Trust Company
Ohio
$566K +$208K +19,001 +58%
AWM
177
Atticus Wealth Management
Florida
$563K -$2.17K -198 -0.4%
EWM
178
Edge Wealth Management
New York
$562K -$325K -29,715 -37%
DFA
179
DHK Financial Advisors
New Hampshire
$561K +$8.86K +809 +2%
AWS
180
Atria Wealth Solutions
New York
$552K -$70.8K -6,462 -11%
SWMG
181
Sanchez Wealth Management Group
Florida
$546K +$55K +5,021 +11%
PPWM
182
Paragon Private Wealth Management
Kentucky
$518K -$14.6K -1,334 -3%
SA
183
Strategic Advocates
Utah
$515K +$515K +47,062 New
NCM
184
Narwhal Capital Management
Georgia
$504K -$65.7K -6,000 -12%
FAIM
185
Financial Advocates Investment Management
Washington
$485K +$145K +8,202 +43%
BA
186
Bristlecone Advisors
Washington
$484K – – –
RW
187
RVW Wealth
California
$471K – – –
N
188
Natixis
France
$470K -$12.3K -1,115 -3%
RT
189
Rockland Trust
Massachusetts
$468K -$2.53K -231 -0.5%
LSA
190
Lion Street Advisors
Texas
$465K -$313K -28,545 -40%
OPA
191
Old Port Advisors
Maine
$447K +$447K +40,822 New
IA
192
IFG Advisory
Georgia
$445K -$20.2K -1,841 -4%
PP
193
Prudential plc
United Kingdom
$438K – – –
AIC
194
Argus Investors Counsel
New York
$436K – – –
NFG
195
Nations Financial Group
Iowa
$429K +$25.3K +2,310 +6%
PPWP
196
Proquility Private Wealth Partners
Nevada
$428K -$635 -58 -0.1%
FFN
197
Focus Financial Network
Minnesota
$425K -$23.9K -2,186 -5%
FF
198
Friedenthal Financial
New Jersey
$424K +$65.3K +5,967 +18%
PWLP
199
Prio Wealth Limited Partnership
Massachusetts
$422K – – –
BCM
200
Brookstone Capital Management
Illinois
$421K +$421K +41,235 New
6 7
8
9 10