PGX icon

Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
BPW
301
BlueDoor Private Wealth
Massachusetts
$113K
LFASL
302
Lugano Financial Advisors SA (LFA)
Switzerland
$107K
SAM
303
S.A. Mason
Michigan
$106K
RF
304
Robbins Farley
New Hampshire
$103K
UB
305
UMB Bank
Missouri
$103K
WSC
306
Wellington Shields & Co
New York
$100K
PWA
307
Provenance Wealth Advisors
Florida
$97.5K
US Bancorp
308
US Bancorp
Minnesota
$92.6K
CWM
309
Consultiva Wealth Management
Puerto Rico
$91K
LFG
310
Larson Financial Group
Missouri
$89.9K
DSC
311
Duncker Streett & Co
Missouri
$89.9K
CTC
312
Central Trust Company
Missouri
$86.1K
CA
313
Crewe Advisors
Utah
$82.4K
NB
314
NBT Bank
New York
$78.9K
RFA
315
Register Financial Advisors
Georgia
$78.7K
WP
316
WealthShield Partners
North Carolina
$76.2K
AF
317
Advisornet Financial
Minnesota
$74.7K
PCM
318
Palouse Capital Management
Washington
$74.5K
PA
319
Parallel Advisors
California
$74.3K
FDW
320
Fourth Dimension Wealth
Ohio
$74.2K
BSB
321
Bangor Savings Bank
Maine
$73.1K
EWA
322
EverSource Wealth Advisors
Alabama
$67.5K
BAM
323
Bellevue Asset Management
Washington
$61.3K
NSIM
324
North Star Investment Management
Illinois
$54.8K
IAIM
325
International Assets Investment Management
Florida
$54.5K