PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

461 hedge funds and large institutions have $2.15B invested in Invesco Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
53
Increased
143
Reduced
164
Closed
46
Calls
$445K
Puts
$1K
Net Calls
+$444K
Net Calls Change
+$280K

Top Buyers

1
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
+$39.6M
2
AA
ACT Advisors
North Carolina
+$17.4M
3
OPAM
Ocean Park Asset Management
California
+$15.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$9.22M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$25.8M
2
HNB
Huntington National Bank
Ohio
-$20.7M
3
Bessemer Group
Bessemer Group
New Jersey
-$19.9M
4
Cohen & Steers
Cohen & Steers
New York
-$9.94M
5
LPL Financial
LPL Financial
California
-$9.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Ariadne Wealth Management
California
$393K – – –
Renaissance Technologies
202
Renaissance Technologies
New York
$390K -$966K -78,200 -71%
FHA
203
First Horizon Advisors
Tennessee
$389K -$296 -24 -0.1%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$385K -$10.9K -880 -3%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$381K -$41.7K -3,376 -10%
PIMG
206
Patriot Investment Management Group
Tennessee
$380K +$630 +51 +0.2%
EWM
207
Edge Wealth Management
New York
$371K +$3.17K +257 +0.9%
ACA
208
Atlas Capital Advisors
Wyoming
$371K – – –
WAG
209
Wiser Advisor Group
Arizona
$361K -$28.8K -2,334 -7%
Bank Julius Baer & Co
210
Bank Julius Baer & Co
Switzerland
$361K -$23.6K -1,609 -6%
MCC
211
Money Concepts Capital
Florida
$354K +$939 +76 +0.3%
SBIA
212
Sheaff Brock Investment Advisors
Indiana
$351K +$36.4K +2,946 +12%
JWCA
213
J.W. Coons Advisors
Ohio
$347K +$21K +1,700 +6%
BWM
214
BCS Wealth Management
Tennessee
$343K -$9.87K -800 -3%
AFP
215
Ausdal Financial Partners
Iowa
$342K +$3.88K +314 +1%
MA
216
Mutual Advisors
Nebraska
$340K -$4.22K -345 -1%
FFN
217
Focus Financial Network
Minnesota
$338K +$1.36K +110 +0.4%
GIA
218
Gladstone Institutional Advisory
Florida
$335K +$17.6K +1,422 +6%
PWM
219
Perigon Wealth Management
California
$328K -$4.31K -349 -1%
WWM
220
Western Wealth Management
Colorado
$328K -$5.39K -436 -2%
CAG
221
Csenge Advisory Group
Florida
$327K +$14.7K +1,184 +5%
LC
222
Landaas & Company
Wisconsin
$321K -$37.1K -3,000 -10%
PPWM
223
Paragon Private Wealth Management
Kentucky
$317K -$6.87K -556 -2%
FTUS
224
Flow Traders U.S.
New York
$311K -$61.4K -4,969 -16%
FAIM
225
Financial Advocates Investment Management
Washington
$310K +$310K +11,892 New
7 8
9
10 11