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 %
SWMG
201
Sanchez Wealth Management Group
Florida
$546K -$9.53K -772 -2%
PA
202
PFG Advisors
Arizona
$538K -$146K -11,851 -21%
CIC
203
Carnegie Investment Counsel
Ohio
$538K -$82.4K -6,681 -13%
Manulife (Manufacturers Life Insurance)
204
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$535K +$399K +32,303 +292%
GFS
205
GYL Financial Synergies
Connecticut
$521K +$320K +25,926 +159%
SSW
206
Stone Summit Wealth
Florida
$505K +$52.2K +4,239 +12%
RJT
207
Raymond James Trust
Florida
$502K -$8.28K -672 -2%
KFS
208
Kaizen Financial Strategies
California
$494K -$21.6K -1,745 -4%
PP
209
Prudential plc
United Kingdom
$494K – – –
AIC
210
Argus Investors Counsel
New York
$494K +$1.23K +100 +0.3%
OA
211
Oxbow Advisors
Texas
$484K -$62K -5,023 -11%
UCB
212
United Community Bank
South Carolina
$470K -$21.1K -1,712 -4%
SFG
213
Sage Financial Group
Pennsylvania
$461K +$461K +37,365 New
LCM
214
Liberty Capital Management
Michigan
$456K -$133K -10,800 -23%
SCA
215
Snowden Capital Advisors
New York
$453K +$6.7K +544 +2%
NAG
216
Northstar Advisory Group
New Jersey
$447K – – –
MFS
217
Madrona Financial Services
Washington
$441K – – –
PPWP
218
Proquility Private Wealth Partners
Nevada
$437K – – –
IA
219
IFG Advisory
Georgia
$436K +$70.1K +5,684 +19%
BSSFA
220
Baron Silver Stevens Financial Advisors
Florida
$435K – – –
Northern Trust
221
Northern Trust
Illinois
$428K -$33.6K -2,725 -7%
WPC
222
White Pine Capital
Minnesota
$427K -$109K -8,862 -20%
QWM
223
QP Wealth Management
New Jersey
$426K +$426K +34,500 New
AL
224
ACAS LLC
California
$422K -$160K -12,260 -28%
DI
225
Disciplined Investments
Oklahoma
$422K +$5.52K +447 +1%
7 8
9
10 11