PGX icon

Invesco Preferred ETF

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K
Name Holding Trade Value Shares
Change
Shares
Change %
MAS
401
MPWM Advisory Solutions
Georgia
$14.3K
PGAM
402
Princeton Global Asset Management
New Jersey
$13.5K
FHA
403
First Horizon Advisors
Tennessee
$13.5K -$39.5K -3,520 -75%
SL
404
Salomon & Ludwin
Virginia
$12.9K
RWM
405
Rialto Wealth Management
New York
$12.4K
WB
406
Webster Bank
Connecticut
$11.8K
FRA
407
Front Row Advisors
California
$11.2K
WTC
408
WhitTier Trust Company
Nevada
$10.8K +$10.8K +959 New
FW
409
Fairway Wealth
Ohio
$9.74K
ATC
410
Adirondack Trust Company
New York
$8.98K
WIM
411
Westside Investment Management
California
$7.9K
RIL
412
Rothschild Investment LLC
Illinois
$7.26K
SS
413
Sunbelt Securities
Texas
$6.25K -$4.67K -416 -43%
RFS
414
Richardson Financial Services
Massachusetts
$5.61K
WWM
415
Wolff Wiese Magana
California
$5.08K
NP
416
NorthRock Partners
Minnesota
$5.02K +$5.02K +447 New
MA
417
Montag & Associates
Georgia
$4.7K
IA
418
IFS Advisors
Kansas
$4.49K +$1.12K +100 +33%
CAWM
419
Capital A Wealth Management
Pennsylvania
$4.48K -$561 -50 -11%
OPTFSNA
420
Old Point Trust & Financial Services N A
Virginia
$3.94K
AA
421
Ancora Advisors
Ohio
$3.59K +$3.59K +320 New
WP
422
WealthShield Partners
North Carolina
$3.45K
BF
423
BOK Financial
Oklahoma
$3.41K
TC
424
Truvestments Capital
Florida
$2.7K +$2.7K +241 New
NL
425
NVWM LLC
Pennsylvania
$2.35K