PGX icon

Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
LBC
351
Lowe Brockenbrough & Co
Virginia
$16.2K
BWM
352
Bernard Wealth Management
Michigan
$16.1K
VWWMG
353
Vermillion & White Wealth Management Group
Pennsylvania
$15.5K
SA
354
Strategic Advocates
Utah
$14.8K
PGAM
355
Princeton Global Asset Management
New Jersey
$14K
FHC
356
First Horizon Corporation
Tennessee
$13.9K
SL
357
Salomon & Ludwin
Virginia
$13.7K
PFBT
358
Parkside Financial Bank & Trust
Missouri
$13.3K
RWM
359
Rialto Wealth Management
New York
$12.9K
FRA
360
Front Row Advisors
California
$11.6K
FLFS
361
Family Legacy Financial Solutions
North Carolina
$11.6K
WTC
362
WhitTier Trust Company
Nevada
$9.23K
SIS
363
Strategic Investment Solutions
Illinois
$8.41K
WIM
364
Westside Investment Management
California
$8.17K
RIL
365
Rothschild Investment LLC
Illinois
$7.5K
NECFA
366
New England Capital Financial Advisors
Connecticut
$7.05K
SS
367
Sunbelt Securities
Texas
$6.47K
HWA
368
HHM Wealth Advisors
Tennessee
$6.26K
ATC
369
Adirondack Trust Company
New York
$5.8K
RFS
370
Richardson Financial Services
Massachusetts
$5.8K
WWM
371
Wolff Wiese Magana
California
$5.25K
SWM
372
Spire Wealth Management
Virginia
$5.12K
RFP
373
Root Financial Partners
California
$4.34K
HFS
374
Hantz Financial Services
Michigan
$4K
AA
375
Ancora Advisors
Ohio
$3.71K