We are live on ! Find out more
PGX icon

Invesco Preferred ETF

413 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

2% less funds holding

Funds holding: 422413 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
401
Curio Wealth
Maryland
$860
AUB
402
Atlantic Union Bankshares
Virginia
$783
TWM
403
TopTier Wealth Management
Wisconsin
$729
BC
404
Barrett & Company
Rhode Island
$718
1NWS
405
1 North Wealth Services
Maryland
$653
PWPS
406
Pinnacle Wealth Planning Services
Ohio
$577
CAM
407
Costello Asset Management
Pennsylvania
$553
WIM
408
Westside Investment Management
California
$348
MA
409
Montag & Associates
Georgia
$327
HIA
410
Harbor Investment Advisory
Maryland
$272
PCA
411
PMV Capital Advisers
Texas
$172
AssetMark Inc
412
AssetMark Inc
California
$33
EWP
413
Elevation Wealth Partners
California
$12
BlackRock
414
BlackRock
New York
$10
PF
415
PlanVest Financial
Maryland
$1
First Trust Advisors
416
First Trust Advisors
Illinois
MSWM
417
Mader & Shannon Wealth Management
Missouri
QC
418
Quadrature Capital
United Kingdom
GWMR
419
GC Wealth Management RIA
Massachusetts
Renaissance Technologies
420
Renaissance Technologies
New York
IA
421
Integrity Alliance
Iowa
Mirae Asset Global Investments
422
Mirae Asset Global Investments
South Korea
RIG
423
Ramiah Investment Group
Wisconsin
VAS
424
Vestmark Advisory Solutions
Massachusetts
FFN
425
Focus Financial Network
Minnesota