We are live on ! Find out more
PGX icon

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
AssetMark Inc
401
AssetMark Inc
California
$35
EWP
402
Elevation Wealth Partners
California
$12 +$11 +1 New
BlackRock
403
BlackRock
New York
$10 +$11 +1 New
First Trust Advisors
404
First Trust Advisors
Illinois
-$37.6M -3,379,539 Closed
Renaissance Technologies
405
Renaissance Technologies
New York
-$16.9M -1,519,823 Closed
CC
406
Centiva Capital
New York
-$10M -900,000 Closed
MIFH
407
Migdal Insurance & Financial Holdings
Israel
-$9.46M -850,000 Closed
ETC
408
Exchange Traded Concepts
Oklahoma
-$4.96M -446,029 Closed
Principal Financial Group
409
Principal Financial Group
Iowa
-$2.38M -214,012 Closed
Tudor Investment Corp
410
Tudor Investment Corp
Connecticut
-$990K -88,941 Closed
QCM
411
Quantinno Capital Management
New York
-$784K -70,469 Closed
SWMG
412
Sanchez Wealth Management Group
Florida
-$750K -67,415 Closed
ISB
413
Iowa State Bank
Iowa
-$724K -65,062 Closed
BA
414
Brightwater Advisory
Florida
-$531K -47,700 Closed
FHA
415
Flagship Harbor Advisors
Massachusetts
-$406K -36,493 Closed
BWG
416
Beta Wealth Group
California
-$346K -31,097 Closed
AAP
417
Arax Advisory Partners
Colorado
-$324K -29,089 Closed
BAM
418
Belpointe Asset Management
Nevada
-$309K -27,802 Closed
PFGIA
419
Patriot Financial Group Insurance Agency
Massachusetts
-$165K -14,823 Closed
CAP
420
Columbia Advisory Partners
Washington
-$162K -14,554 Closed
LEFP
421
Leading Edge Financial Planning
Tennessee
-$154K -13,827 Closed
KWA
422
Kingswood Wealth Advisors
California
-$141K -12,675 Closed
UCB
423
United Community Bank
South Carolina
-$140K -12,598 Closed
MG
424
Marex Group
-$134K -12,000 Closed
KA
425
Kovack Advisors
Florida
-$132K -11,823 Closed

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.