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Invesco Preferred ETF
PGX

138 hedge funds and large institutions have $922M invested in Invesco Preferred ETF in 2013 Q2 according to their latest regulatory filings, with 138 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

36.08% more ownership

Funds ownership: 0% → 36.08% (+36%)

Holders
138
Holders Change
+138
Holders Change %
–
% of All Funds
4.5%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
% of All Funds
0.23%
New
138
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$158M +$163M +11,058,820 New
CC
2
Curian Capital
Colorado
$114M +$118M +8,014,236 New
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$114M +$118M +7,977,808 New
Wells Fargo
4
Wells Fargo
California
$72.8M +$75.1M +5,098,407 New
Morgan Stanley
5
Morgan Stanley
New York
$63.8M +$65.9M +4,469,985 New
Invesco
6
Invesco
Georgia
$61.1M +$63M +4,279,121 New
HNB
7
Huntington National Bank
Ohio
$43.3M – – –
Goldman Sachs
8
Goldman Sachs
New York
$36.2M +$37.4M +2,536,924 New
U
9
UBS
Switzerland
$27.9M +$28.8M +1,957,579 New
Creative Planning
10
Creative Planning
Kansas
$19.5M +$20.1M +1,366,649 New
LPL Financial
11
LPL Financial
California
$17.1M +$17.6M +1,196,929 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.1M +$15.5M +1,055,276 New
CS
13
Credit Suisse
Switzerland
$10.2M +$10.6M +716,218 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.77M +$9.05M +614,286 New
BCM
15
Bluefin Capital Management
New York
$7.6M +$7.88M +534,688 New
FAAM
16
First Allied Asset Management
California
$7.03M +$7.25M +492,087 New
GC
17
Guggenheim Capital
Illinois
$6.9M +$7.12M +483,441 New
FAAS
18
First Allied Advisory Services
California
$6.68M +$6.89M +467,530 New
CCM
19
Compton Capital Management
Rhode Island
$6.64M +$6.86M +465,550 New
FNBTCON
20
First National Bank & Trust Co of Newtown
Pennsylvania
$6.63M +$6.84M +464,220 New
Natixis Advisors
21
Natixis Advisors
Massachusetts
$6.42M +$6.63M +449,821 New
ISB
22
Iowa State Bank
Iowa
$5.53M +$5.71M +387,350 New
Ameriprise
23
Ameriprise
Minnesota
$5.37M +$5.55M +376,444 New
CT
24
Coastline Trust
Rhode Island
$5.36M +$5.53M +375,300 New
FBT
25
Founders Bank & Trust
Michigan
$4.6M +$4.75M +322,340 New
1
2 3 4 5

PGX Hedge Fund Activity: Q2 2013 in Review

138 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Preferred ETF (PGX) for Q2 2013, worth a combined $922M.

Buyers outnumbered sellers: 138 funds opened new PGX positions and 0 closed out — a net gain of 138 holders — while 0 added to existing stakes and 0 trimmed.

  • 138 institutional investors held Invesco Preferred ETF (PGX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $922M of Invesco Preferred ETF stock for Q2 2013.
  • 138 funds opened new Invesco Preferred ETF positions in Q2 2013 and 0 closed out, a net change of +138 holders.

Based on aggregated 13F filings for Q2 2013.