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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
RL
326
Rogco LP
Oklahoma
$44.1K
JEST
327
JTC Employer Solutions Trustee
Jersey
$42K
SA
328
SRH Advisors
Kansas
$40.6K
TAM
329
Townsend Asset Management
North Carolina
$38.8K
CSPIA
330
Cary Street Partners Investment Advisory
Virginia
$38K
WSCM
331
Wellington Shields Capital Management
New York
$37.6K
FUBT
332
First United Bank & Trust
Maryland
$36.9K -$10.1K -882 -22%
EWA
333
EverSource Wealth Advisors
Alabama
$36K
KTC
334
Kentucky Trust Company
Kentucky
$35.7K
EB
335
Eastern Bank
Massachusetts
$34.8K
AAS
336
Ameritas Advisory Services
Nebraska
$33.5K -$261K -22,803 -89%
TH
337
TCTC Holdings
Texas
$32.2K
TRCT
338
Tower Research Capital (TRC)
New York
$32K +$8.5K +742 +37%
PSB
339
Piscataqua Savings Bank
New Hampshire
$29.9K
WSFS
340
Wilmington Savings Fund Society
Delaware
$29.3K
TF
341
Tompkins Financial
New York
$29.1K
ME
342
McIlrath & Eck
Washington
$27.7K +$2.4K +210 +10%
JFG
343
JDM Financial Group
Texas
$27.5K
FFA
344
Founders Financial Alliance
North Carolina
$25.7K -$4.51K -394 -15%
NFSG
345
Newbridge Financial Services Group
Florida
$23.2K
KPP
346
Kings Path Partners
Texas
$23.2K +$22.9K +2,000 New
GI
347
GAMMA Investing
California
$23.1K -$71.8K -6,266 -76%
WCM
348
Winthrop Capital Management
Indiana
$23K +$332 +29 +1%
RWA
349
Redmont Wealth Advisors
Illinois
$21.6K
SAM
350
Smartleaf Asset Management
Massachusetts
$21.4K +$21K +1,835 New

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.