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
MFG
101
Mosaic Financial Group
Illinois
$1.14M
BCM
102
Boreal Capital Management
Florida
$1.12M
LSA
103
Lion Street Advisors
Texas
$1.06M
BWA
104
Beam Wealth Advisors
Louisiana
$1.05M
SCTC
105
Sanibel Captiva Trust Company
Florida
$999K
CTWM
106
Cherry Tree Wealth Management
Minnesota
$979K
AC
107
AlphaCore Capital
California
$968K
WAS
108
Wealth Advisory Solutions
Indiana
$935K
PCG
109
Prosperity Consulting Group
Maryland
$877K
GAM
110
Gould Asset Management
California
$870K
DADC
111
D.A. Davidson & Co
Montana
$848K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$841K
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$829K
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$829K
MWP
115
Madison Wealth Partners
Wisconsin
$817K
SWP
116
Stratos Wealth Partners
Ohio
$814K
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$805K
SRC
118
Shufro Rose & Co
New York
$767K
CIBC World Market
119
CIBC World Market
Ontario, Canada
$745K
SFA
120
Sequoia Financial Advisors
Ohio
$718K
Lido Advisors
121
Lido Advisors
California
$711K
GSWM
122
Greenup Street Wealth Management
Michigan
$701K
SA
123
Sanctuary Advisors
Indiana
$694K
SF
124
Summit Financial
New Jersey
$692K
SQA
125
Simon Quick Advisors
New Jersey
$688K