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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
BPA
426
Beacon Pointe Advisors
California
-$129K -11,624 Closed
MFG
427
Merit Financial Group
Georgia
-$129K -11,588 Closed
MC
428
Moors & Cabot
Massachusetts
-$118K -10,585 Closed
FA
429
Flagstar Advisors
New York
-$116K -10,430 Closed
CHJWM
430
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$116K -10,375 Closed
SWA
431
Stratos Wealth Advisors
Ohio
-$115K -10,339 Closed
CIA
432
Cladis Investment Advisory
Montana
-$113K -10,177 Closed
CL
433
Choreo LLC
Illinois
-$112K -10,026 Closed
TSMHT
434
Thurston Springer Miller Herd & Titak
Indiana
-$60.4K -5,430 Closed
AWM
435
Atticus Wealth Management
Florida
-$54.5K -4,896 Closed
TPWA
436
Twin Peaks Wealth Advisors
California
-$44.3K -3,897 Closed
TCA
437
Trifecta Capital Advisors
Illinois
-$39.3K -3,535 Closed
M
438
MOTCO
Texas
-$38.5K -3,400 Closed
AWM
439
Abound Wealth Management
Tennessee
-$33.1K -2,972 Closed
CT
440
Clearstead Trust
Maine
-$31.7K -2,851 Closed
GWANC
441
Guardian Wealth Advisors (North Carolina)
North Carolina
-$26.7K -2,400 Closed
Franklin Resources
442
Franklin Resources
California
-$22.3K -2,000 Closed
TCM
443
Traub Capital Management
Massachusetts
-$5.57K -500 Closed
ADL
444
Asset Dedication LLC
California
-$3.34K -300 Closed
NL
445
NVWM LLC
Pennsylvania
-$2.33K -209 Closed
Group One Trading
446
Group One Trading
Illinois
-$2.23K -200 Closed
GM
447
GeoWealth Management
Illinois
-$1.91K -172 Closed
SWIM
448
Smallwood Wealth Investment Management
New Jersey
-$690 -62 Closed
BBHC
449
Brown Brothers Harriman & Co
New York
-$557 -50 Closed
FMII
450
Farmers & Merchants Investments Inc
Nebraska
-$557 -50 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.