PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$748M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
Goldman Sachs
New York
$21M
4
LOIP
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
First Trust Advisors
Illinois
$81.4M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
HNB
Huntington National Bank
Ohio
$16M
5
QC
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$8.72M +$4.52M +403,013 +108%
CA
27
Clearstead Advisors
Ohio
$8.03M -$259K -23,091 -3%
LOIP
28
Live Oak Investment Partners
Texas
$7.58M +$7.58M +675,578 New
PAG
29
Private Advisor Group
New Jersey
$7.57M +$937K +83,553 +14%
Stifel Financial
30
Stifel Financial
Missouri
$7.41M +$104K +9,261 +1%
FNBTCON
31
First National Bank & Trust Co of Newtown
Pennsylvania
$7.28M -$85.7K -7,635 -1%
AGA
32
Arkos Global Advisors
Texas
$6.95M -$8.69K -774 -0.1%
PC
33
Prairiewood Capital
North Dakota
$6.91M +$631K +56,248 +10%
Cohen & Steers
34
Cohen & Steers
New York
$6.86M -$49.2M -4,384,132 -88%
MCM
35
MAI Capital Management
Ohio
$6.52M -$312K -27,807 -5%
RA
36
RFG Advisory
Alabama
$6.17M +$696K +62,001 +13%
GWAG
37
Garrett Wealth Advisory Group
Texas
$5.99M +$196K +17,463 +3%
Truist Financial
38
Truist Financial
North Carolina
$5.96M -$33.7K -3,004 -0.6%
SPIA
39
Steward Partners Investment Advisory
New York
$5.86M +$113K +10,097 +2%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$5.64M -$239K -21,286 -4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$5.49M -$105K -9,366 -2%
ML
42
McAdam LLC
Pennsylvania
$5.47M -$1.06M -94,146 -16%
SIS
43
Sound Income Strategies
Florida
$5.24M +$156K +13,862 +3%
IRC
44
Investors Research Corp
Georgia
$4.98M +$538K +47,990 +12%
NCM
45
Noesis Capital Mangement
Florida
$4.92M +$44.5K +3,965 +0.9%
PT
46
Plimoth Trust
Massachusetts
$4.79M -$175K -15,624 -4%
Jane Street
47
Jane Street
New York
$4.71M +$3.04M +270,939 +182%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$4.62M +$242K +21,612 +6%
IWC
49
Integrated Wealth Concepts
Massachusetts
$4.48M +$51.7K +4,610 +1%
MML Investors Services
50
MML Investors Services
Massachusetts
$4.47M -$1.11M -98,741 -20%
1
2
3 4 5