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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
RFS
376
Richardson Financial Services
Massachusetts
$5.8K
RF
377
Robinswood Financial
Washington
$5.47K
WWM
378
Wolff Wiese Magana
California
$5.25K
SWM
379
Spire Wealth Management
Virginia
$5.12K
SWP
380
SIMA Wealth Partners
Virginia
$5.1K +$5.04K +440 New
RFP
381
Root Financial Partners
California
$4.34K +$4.28K +374 New
HFS
382
Hantz Financial Services
Michigan
$4K
AA
383
Ancora Advisors
Ohio
$3.71K
VCM
384
Versant Capital Management
Arizona
$3.48K +$3.44K +300 New
PCA
385
Providence Capital Advisors
North Carolina
$2.99K +$1.95K +170 +193%
WA
386
Westfuller Advisors
New York
$2.84K +$2.81K +245 New
DAM
387
Delta Asset Management
Tennessee
$1.86K
GSWM
388
Golden State Wealth Management
California
$1.5K
LCM
389
Logan Capital Management
Pennsylvania
$1.12K +$23 +2 +2%
KFI
390
Key Financial Inc
Pennsylvania
$1.1K
VNA
391
Valley National Advisers
Pennsylvania
$1K +$1.7K +148 New
CWP
392
Concord Wealth Partners
Virginia
$928
AUB
393
Atlantic Union Bankshares
Virginia
$835
BC
394
Barrett & Company
Rhode Island
$766
1NWS
395
1 North Wealth Services
Maryland
$696
FWA
396
Flagship Wealth Advisors
Massachusetts
$626 +$619 +54 New
CAM
397
Costello Asset Management
Pennsylvania
$572
MA
398
Montag & Associates
Georgia
$348 -$4.8K -419 -93%
HIA
399
Harbor Investment Advisory
Maryland
$290
GEA
400
Glen Eagle Advisors
New Jersey
$151

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.