We are live on ! Find out more
PGX icon

Invesco Preferred ETF

401 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0% less capital invested

Capital invested by funds: $1.95B → $1.94B (-$9.58M)

1.03% less ownership

Funds ownership: 49.73%48.7% (-1%)

6% less funds holding

Funds holding: 427401 (-26)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
401
Holders Change
-26
Holders Change %
-6.09%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
118
Reduced
154
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Mutual Advisors
Nebraska
$232K -$99.2K -8,659 -30%
CBA
227
Coastal Bridge Advisors
Connecticut
$231K +$2.29K +200 +1%
EW
228
Evoke Wealth
California
$230K
CPRC
229
Consolidated Portfolio Review Corp
New York
$224K +$17.2K +1,503 +8%
MFGM
230
Marshall Financial Group (Maryland)
Maryland
$221K
OA
231
Oxbow Advisors
Texas
$218K -$73K -6,374 -25%
RFN
232
RDA Financial Network
Iowa
$216K
BCWM
233
Bartlett & Co Wealth Management
Ohio
$216K +$2K +175 +1%
AC
234
Apella Capital
Connecticut
$212K -$9.35K -816 -4%
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$211K -$14.9K -1,300 -7%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$209K +$200K +17,484 +3,067%
TLP
237
Trinity Legacy Partners
Texas
$207K -$40.2K -3,506 -16%
ATC
238
Argent Trust Co
Tennessee
$205K +$203K +17,708 New
JWCA
239
J.W. Cole Advisors
Florida
$201K -$50.9K -4,444 -20%
EA
240
Eclectic Associates
California
$200K
MIA
241
MainStreet Investment Advisors
Illinois
$197K -$40.7K -3,550 -17%
WWM
242
Western Wealth Management
Colorado
$196K -$11.8K -1,034 -6%
CHAM
243
Clear Harbor Asset Management
Connecticut
$196K
PWM
244
Purus Wealth Management
California
$194K +$367 +32 +0.2%
CA
245
Calton & Associates
Florida
$193K -$3.05K -266 -2%
SWA
246
Sax Wealth Advisors
New Jersey
$190K -$13.2K -1,150 -7%
TYCC
247
Texas Yale Capital Corp
Florida
$189K
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$187K -$238K -20,739 -56%
GF
249
Gries Financial
Ohio
$186K +$1.95K +170 +1%
Thrivent Financial for Lutherans
250
Thrivent Financial for Lutherans
Minnesota
$181K +$33.4K +2,917 +23%

PGX Hedge Fund Activity: Q3 2025 in Review

401 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Preferred ETF (PGX) for Q3 2025, worth a combined $1.94B — down 0.49% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PGX and 32 opened new positions — a net loss of 16 holders — while 154 trimmed existing stakes and 118 added.

The largest buyer was Bank of America, adding an estimated $15.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $37.6M sold.

  • 401 institutional investors held Invesco Preferred ETF (PGX) as of Q3 2025, down from 427 in Q2 2025.
  • Funds reported $1.94B of Invesco Preferred ETF stock for Q3 2025, down 0.49% quarter-over-quarter.
  • 32 funds opened new Invesco Preferred ETF positions in Q3 2025 and 48 closed out, a net change of -16 holders.
  • The largest Invesco Preferred ETF buyer in Q3 2025 was Bank of America, an estimated $15.3M added.
  • The largest Invesco Preferred ETF seller in Q3 2025 was First Trust Advisors, an estimated $37.6M sold.

Based on aggregated 13F filings for Q3 2025.