PGX icon

Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
VWWMG
376
Vermillion & White Wealth Management Group
Pennsylvania
$13.5K
SL
377
Salomon & Ludwin
Virginia
$13.2K
RWM
378
Rialto Wealth Management
New York
$12.5K
FRA
379
Front Row Advisors
California
$11.2K
SWM
380
SHP Wealth Management
Massachusetts
$11.2K
AFC
381
Ares Financial Consulting
California
$10.9K
SAM
382
Smartleaf Asset Management
Massachusetts
$10.3K
WTC
383
WhitTier Trust Company
Nevada
$8.92K
KFG
384
Kingdom Financial Group
Arizona
$8.33K
SIS
385
Strategic Investment Solutions
Illinois
$8.15K
TSMHT
386
Thurston Springer Miller Herd & Titak
Indiana
$7.87K
SS
387
Sunbelt Securities
Texas
$7.7K
RIL
388
Rothschild Investment LLC
Illinois
$7.27K
NECFA
389
New England Capital Financial Advisors
Connecticut
$6.83K
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$6.41K
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$6.14K
HWA
392
HHM Wealth Advisors
Tennessee
$6.07K
ATC
393
Adirondack Trust Company
New York
$5.62K
WWM
394
Wolff Wiese Magana
California
$5.09K
SWM
395
Spire Wealth Management
Virginia
$4.96K
SVWA
396
Sarver Vrooman Wealth Advisors
Missouri
$4.83K
Barclays
397
Barclays
United Kingdom
$4.61K
MCM
398
Manchester Capital Management
Vermont
$4.13K
VCM
399
Versant Capital Management
Arizona
$3.37K
TCOV
400
Trust Company of Vermont
Vermont
$3.26K