PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

402 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.88%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
52
Increased
154
Reduced
133
Closed
56
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
SS
Sunbelt Securities
Texas
$71.1M
2
Wells Fargo
Wells Fargo
California
$313M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$18.8M
4
WP
WealthPLAN Partners
Nebraska
$15M
5
Prudential Financial
Prudential Financial
New Jersey
$24.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$542M
2
HNB
Huntington National Bank
Ohio
$28.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$2.23M
4
EWM
Edge Wealth Management
New York
$3.65M
5
JIP
JBJ Investment Partners
South Carolina
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
201
Brighton Jones LLC
Washington
$455K +$5.9K +448 +1%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$446K -$42.6K -3,236 -9%
MIAN
203
Mariner Independent Advisor Network
Kansas
$442K +$98.1K +7,674 +29%
Mirae Asset Global Investments
204
Mirae Asset Global Investments
South Korea
$441K -$4.22M -320,238 -91%
HCM
205
Hilton Capital Management
New York
$430K +$430K +32,683 New
XS
206
XR Securities
Illinois
$427K +$427K +32,478 New
IWS
207
Insight Wealth Strategies
California
$420K +$41.6K +3,163 +11%
Citigroup
208
Citigroup
New York
$416K -$74.7K -5,680 -15%
PIA
209
Pinion Investment Advisors
Kansas
$414K +$414K +31,466 New
CA
210
Cetera Advisors
Colorado
$409K -$605K -45,960 -60%
NC
211
NewSquare Capital
Pennsylvania
$408K +$38.7K +2,940 +10%
FI
212
Financial Insights
Washington
$404K +$61.8K +4,695 +18%
NEAM
213
New England Asset Management
Connecticut
$400K -$316K -24,010 -44%
BFG
214
Barber Financial Group
Kansas
$400K +$400K +30,377 New
QIM
215
Quest Investment Management
Oregon
$380K – – –
SFS
216
Sowell Financial Services
Arkansas
$378K +$434 +33 +0.1%
CRWM
217
Castle Rock Wealth Management
California
$374K -$586K -42,149 -61%
CGFA
218
Colton Groome Financial Advisors
North Carolina
$364K +$364K +27,688 New
JIP
219
JBJ Investment Partners
South Carolina
$363K -$16.7M -1,267,800 -98%
WP
220
WealthShield Partners
North Carolina
$363K -$124K -9,378 -25%
MAP
221
Milestone Advisory Partners
North Carolina
$363K – – –
JWCA
222
J.W. Coons Advisors
Ohio
$355K +$355K +27,075 New
FCA
223
FLC Capital Advisors
California
$343K – – –
LF
224
Lantz Financial
Illinois
$343K – – –
GSWM
225
Golden State Wealth Management
California
$340K +$340K +25,811 New
7 8
9
10 11