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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
HBW
351
Hazlett, Burt & Watson
West Virginia
$21K +$298 +26 +1%
Qube Research & Technologies (QRT)
352
Qube Research & Technologies (QRT)
United Kingdom
$20.1K -$679K -59,284 -97%
SWA
353
SOA Wealth Advisors
New York
$18.3K +$263 +23 +1%
Deutsche Bank
354
Deutsche Bank
Germany
$18.2K
FGAM
355
Financial Gravity Asset Management
Texas
$17.4K +$17.2K +1,500 New
CFD
356
Creative Financial Designs
Indiana
$17.2K
LBC
357
Lowe Brockenbrough & Co
Virginia
$16.2K
BWM
358
Bernard Wealth Management
Michigan
$16.1K -$2.69K -235 -15%
VWWMG
359
Vermillion & White Wealth Management Group
Pennsylvania
$15.5K
SA
360
Strategic Advocates
Utah
$14.8K +$14.6K +1,275 New
PGAM
361
Princeton Global Asset Management
New Jersey
$14K
FHC
362
First Horizon Corporation
Tennessee
$13.9K +$13.7K +1,200 New
SL
363
Salomon & Ludwin
Virginia
$13.7K
PFBT
364
Parkside Financial Bank & Trust
Missouri
$13.3K +$12.9K +1,129 +5,376%
RWM
365
Rialto Wealth Management
New York
$12.9K
FRA
366
Front Row Advisors
California
$11.6K
FLFS
367
Family Legacy Financial Solutions
North Carolina
$11.6K +$11.5K +1,000 New
WTC
368
WhitTier Trust Company
Nevada
$9.23K
SIS
369
Strategic Investment Solutions
Illinois
$8.41K
WIM
370
Westside Investment Management
California
$8.17K
RIL
371
Rothschild Investment LLC
Illinois
$7.5K
NECFA
372
New England Capital Financial Advisors
Connecticut
$7.05K
SS
373
Sunbelt Securities
Texas
$6.47K -$4.75K -415 -43%
HWA
374
HHM Wealth Advisors
Tennessee
$6.26K -$6.18K -540 -50%
ATC
375
Adirondack Trust Company
New York
$5.8K

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.