PGX icon

Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
251
Hilltop Holdings
Texas
$174K
WFS
252
Weitzel Financial Services
Iowa
$171K
FPAS
253
Focus Partners Advisor Solutions
Missouri
$171K
SC
254
Savant Capital
Illinois
$171K
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$170K
SOS
256
Silver Oak Securities
Tennessee
$168K
CPL
257
CAP Partners LLC
Tennessee
$166K
WIM
258
WealthPlan Investment Management
Nebraska
$164K
AMG
259
Advisors Management Group
Wisconsin
$163K
BWS
260
Buck Wealth Strategies
Colorado
$157K
WCG
261
Weaver Consulting Group
California
$152K
GSEP
262
Golden State Equity Partners
California
$151K
FF
263
Farrell Financial
New York
$149K
CLA
264
Carnegie Lake Advisors
New Jersey
$148K
LFG
265
Larson Financial Group
Missouri
$146K
WSC
266
Wellington Shields & Co
New York
$144K
GIA
267
Gladstone Institutional Advisory
Florida
$144K
AWM
268
AE Wealth Management
Kansas
$144K
SW
269
Simplicity Wealth
New Jersey
$143K
JF
270
Joule Financial
Kentucky
$143K
FNBT
271
FineMark National Bank & Trust
Florida
$141K
CPC
272
Cookson Peirce & Co
Pennsylvania
$141K
CFS
273
Coordinated Financial Services
Colorado
$137K
MGIA
274
Matthew Goff Investment Advisor
Texas
$136K
USWIA
275
UP Strategic Wealth Investment Advisors
Pennsylvania
$136K