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
Principal Financial Group
401
Principal Financial Group
Iowa
Tudor Investment Corp
402
Tudor Investment Corp
Connecticut
QCM
403
Quantinno Capital Management
New York
SWMG
404
Sanchez Wealth Management Group
Florida
ISB
405
Iowa State Bank
Iowa
BA
406
Brightwater Advisory
Florida
FHA
407
Flagship Harbor Advisors
Massachusetts
BWG
408
Beta Wealth Group
California
AAP
409
Arax Advisory Partners
Colorado
BAM
410
Belpointe Asset Management
Nevada
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
CAP
412
Columbia Advisory Partners
Washington
LEFP
413
Leading Edge Financial Planning
Tennessee
KWA
414
Kingswood Wealth Advisors
California
UCB
415
United Community Bank
South Carolina
MG
416
Marex Group
KA
417
Kovack Advisors
Florida
BPA
418
Beacon Pointe Advisors
California
MFG
419
Merit Financial Group
Georgia
MC
420
Moors & Cabot
Massachusetts
FA
421
Flagstar Advisors
New York
CHJWM
422
Carlton Hofferkamp & Jenks Wealth Management
Texas
SWA
423
Stratos Wealth Advisors
Ohio
CIA
424
Cladis Investment Advisory
Montana
CL
425
Choreo LLC
Illinois