PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

503 hedge funds and large institutions have $3.08B invested in Invesco Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 203 increasing their positions, 146 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+14
Holders Change %
+2.86%
% of All Funds
8.86%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
71
Increased
203
Reduced
146
Closed
53
Calls
$206K
Puts
$201K
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$116M
2
Bank of America
Bank of America
North Carolina
$724M
3
AA
Advisory Alpha
Michigan
$25.9M
4
LPL Financial
LPL Financial
California
$104M
5
HI
Horizon Investments
North Carolina
$18M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$109M
2
Charles Schwab
Charles Schwab
California
$0
3
Cohen & Steers
Cohen & Steers
New York
$0
4
HCM
Hilton Capital Management
New York
$4.57M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
201
Laurel Wealth Advisors (California)
California
$894K -$1.34M -89,577 -60%
DADC
202
D.A. Davidson & Co
Montana
$868K -$23.1K -1,539 -3%
TCA
203
Transcend Capital Advisors
New Jersey
$829K -$829K -55,084 -50%
JPMorgan Chase & Co
204
JPMorgan Chase & Co
New York
$824K -$478K -31,909 -37%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$812K +$24K +1,599 +3%
SFG
206
StrategIQ Financial Group
Indiana
$804K -$28.6K -1,907 -3%
PA
207
PFG Advisors
Arizona
$797K +$215K +14,326 +37%
AL
208
ACAS LLC
California
$789K +$789K +52,622 New
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$788K +$788K +52,527 New
OC
210
Oppenheimer & Co
New York
$786K +$148K +9,882 +23%
SWMG
211
Sanchez Wealth Management Group
Florida
$784K +$14.9K +991 +2%
WPC
212
White Pine Capital
Minnesota
$767K -$7.48K -499 -1%
IC
213
Intersect Capital
California
$760K +$104K +6,939 +16%
BC
214
Barnett & Company
Tennessee
$751K +$101K +6,750 +16%
SFPG
215
Stonebridge Financial Planning Group
Florida
$750K -$24.7K -1,634 -3%
RF
216
RHS Financial
California
$745K +$449K +29,932 +152%
N
217
Natixis
France
$732K -$68.4K -4,564 -9%
GWAG
218
Garrett Wealth Advisory Group
Texas
$725K -$74.8K -4,987 -9%
OA
219
Oxbow Advisors
Texas
$723K -$43.6K -2,905 -6%
CWA
220
Capital Wealth Alliance
Arizona
$715K +$47.4K +3,165 +7%
MCM
221
McMillion Capital Management
North Carolina
$687K +$12.1K +805 +2%
UCFA
222
United Capital Financial Advisors
Texas
$681K -$152K -10,123 -18%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$643K -$332K -22,127 -34%
VFA
224
Valeo Financial Advisors
Indiana
$643K +$73.4K +4,895 +13%
IWM
225
IHT Wealth Management
Illinois
$638K +$312K +20,826 +96%
7 8
9
10 11