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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
FNBT
276
FineMark National Bank & Trust
Florida
$141K
CPC
277
Cookson Peirce & Co
Pennsylvania
$141K
CFS
278
Coordinated Financial Services
Colorado
$137K +$1.49K +130 +1%
MGIA
279
Matthew Goff Investment Advisor
Texas
$136K -$19.4K -1,696 -13%
USWIA
280
UP Strategic Wealth Investment Advisors
Pennsylvania
$136K -$206 -18 -0.2%
SCA
281
Snowden Capital Advisors
New York
$134K +$132K +11,540 New
ORC
282
O'Rourke & Company
Massachusetts
$133K +$756 +66 +0.6%
CTC
283
Central Trust Company
Missouri
$129K -$28K -2,441 -18%
FAG
284
Fortitude Advisory Group
Washington
$128K +$34 +3 +0%
RG
285
Rathbones Group
United Kingdom
$128K
PG
286
Prostatis Group
Maryland
$127K -$2.27K -198 -2%
GWP
287
Gateway Wealth Partners
Wisconsin
$127K +$596 +52 +0.5%
BFAG
288
Blackston Financial Advisory Group
Florida
$125K -$31K -2,709 -20%
UCFA
289
United Capital Financial Advisors
Texas
$123K -$3.35K -292 -3%
MSFS
290
Main Street Financial Solutions
Pennsylvania
$122K +$121K +10,559 New
WB
291
WesBanco Bank
West Virginia
$122K
AWM
292
Apollon Wealth Management
South Carolina
$120K -$168K -14,689 -59%
Vontobel Holding
293
Vontobel Holding
Switzerland
$119K
CIAS
294
Capital Investment Advisory Services
North Carolina
$117K +$42.1K +3,675 +57%
SAM
295
S.A. Mason
Michigan
$115K
LFASL
296
Lugano Financial Advisors SA (LFA)
Switzerland
$110K
Fidelity Investments
297
Fidelity Investments
Massachusetts
$103K +$81.6K +7,123 +413%
AG
298
AmeriFlex Group
Nevada
$97.3K +$94.3K +8,230 +5,209%
UB
299
UMB Bank
Missouri
$96.6K
US Bancorp
300
US Bancorp
Minnesota
$95.6K +$4.81K +420 +5%

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.