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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
PFT
251
Providence First Trust
Arizona
$181K -$5.73K -500 -3%
HI
252
Harbour Investments
Wisconsin
$179K +$112K +9,792 +174%
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$176K -$107K -9,370 -38%
GG
254
GenWealth Group
New Jersey
$175K
HH
255
Hilltop Holdings
Texas
$174K -$61.3K -5,350 -26%
WFS
256
Weitzel Financial Services
Iowa
$171K +$170K +14,843 New
FPAS
257
Focus Partners Advisor Solutions
Missouri
$171K +$46.6K +4,064 +38%
SC
258
Savant Capital
Illinois
$171K +$9.35K +816 +6%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$170K -$11.9K -1,039 -7%
FI
260
Financial Insights
Washington
$169K
SOS
261
Silver Oak Securities
Tennessee
$168K
CPL
262
CAP Partners LLC
Tennessee
$166K +$779 +68 +0.5%
WIM
263
WealthPlan Investment Management
Nebraska
$164K -$24.8K -2,164 -13%
AMG
264
Advisors Management Group
Wisconsin
$163K -$3.6K -314 -2%
BWS
265
Buck Wealth Strategies
Colorado
$157K -$1.85M -161,382 -92%
WCG
266
Weaver Consulting Group
California
$152K +$9.51K +830 +7%
GSEP
267
Golden State Equity Partners
California
$151K
FF
268
Farrell Financial
New York
$149K +$2.12K +185 +1%
CLA
269
Carnegie Lake Advisors
New Jersey
$148K
LFG
270
Larson Financial Group
Missouri
$146K +$126K +10,978 +681%
WSC
271
Wellington Shields & Co
New York
$144K
GIA
272
Gladstone Institutional Advisory
Florida
$144K -$33K -2,881 -19%
AWM
273
AE Wealth Management
Kansas
$144K -$42.8K -3,735 -23%
SW
274
Simplicity Wealth
New Jersey
$143K +$141K +12,340 New
JF
275
Joule Financial
Kentucky
$143K -$332 -29 -0.2%

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.