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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
CWM
301
Consultiva Wealth Management
Puerto Rico
$93.9K
DSC
302
Duncker Streett & Co
Missouri
$92.8K
RF
303
Robbins Farley
New Hampshire
$88.4K +$1.7K +148 +2%
CA
304
Crewe Advisors
Utah
$85K +$60.5K +5,279 +258%
BONH
305
Bank of New Hampshire
New Hampshire
$83.5K -$22.9K -2,000 -22%
NB
306
NBT Bank
New York
$80K -$7.16K -625 -8%
CA
307
CoreCap Advisors
Michigan
$79.9K +$4.31K +376 +6%
AF
308
Advisornet Financial
Minnesota
$77.1K
PCM
309
Palouse Capital Management
Washington
$76.9K
FDW
310
Fourth Dimension Wealth
Ohio
$76.6K -$5.53K -483 -7%
ANBT
311
American National Bank & Trust
Texas
$76.2K +$75.3K +6,570 New
BSB
312
Bangor Savings Bank
Maine
$75.4K
PA
313
Parallel Advisors
California
$74.9K
ASN
314
Advisory Services Network
Georgia
$69.8K +$68.9K +6,015 New
PWA
315
Provenance Wealth Advisors
Florida
$64.9K
Citigroup
316
Citigroup
New York
$63.8K -$126 -11 -0.2%
BAM
317
Bellevue Asset Management
Washington
$62.9K +$229 +20 +0.4%
MSG
318
Main Street Group
Virginia
$58.9K -$19.1K -1,670 -25%
NSIM
319
North Star Investment Management
Illinois
$56.6K
CWM
320
Cedar Wealth Management
California
$51.4K
MEG
321
Millstone Evans Group
Colorado
$50.1K
ACA
322
Aptus Capital Advisors
Alabama
$48.7K -$115 -10 -0.2%
BTI
323
Blue Trust Inc
Georgia
$48.6K +$3.38K +295 +8%
PFSC
324
Peoples Financial Services Corp
Pennsylvania
$46.4K
WP
325
WealthShield Partners
North Carolina
$45.1K +$39.3K +3,430 +754%

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.