We are live on ! Find out more
PGX icon

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
IFG
101
Independent Financial Group
California
$1.22M -$133K -11,645 -10%
GCM
102
Glaxis Capital Management
Florida
$1.16M
P
103
&Partners
Tennessee
$1.16M +$31.5K +2,752 +3%
MFG
104
Mosaic Financial Group
Illinois
$1.14M +$3.73K +326 +0.3%
BCM
105
Boreal Capital Management
Florida
$1.12M
LSA
106
Lion Street Advisors
Texas
$1.06M +$365K +31,855 +83%
BWA
107
Beam Wealth Advisors
Louisiana
$1.05M -$30.9K -2,695 -3%
SCTC
108
Sanibel Captiva Trust Company
Florida
$999K -$186K -16,240 -16%
CTWM
109
Cherry Tree Wealth Management
Minnesota
$979K -$447K -39,018 -32%
AC
110
AlphaCore Capital
California
$968K
WAS
111
Wealth Advisory Solutions
Indiana
$935K +$103K +9,014 +13%
PCG
112
Prosperity Consulting Group
Maryland
$877K -$80.1K -6,995 -8%
GAM
113
Gould Asset Management
California
$870K -$57.9K -5,052 -6%
DADC
114
D.A. Davidson & Co
Montana
$848K +$28.5K +2,491 +4%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$841K -$138K -12,016 -14%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$829K
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$829K +$675K +58,924 +471%
MWP
118
Madison Wealth Partners
Wisconsin
$817K
SWP
119
Stratos Wealth Partners
Ohio
$814K -$42.2K -3,688 -5%
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$805K -$8.19K -715 -1%
SRC
121
Shufro Rose & Co
New York
$767K -$5.73K -500 -0.7%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$745K +$53.1K +4,632 +8%
SFA
123
Sequoia Financial Advisors
Ohio
$718K -$101K -8,853 -13%
Lido Advisors
124
Lido Advisors
California
$711K +$68.6K +5,989 +11%
GSWM
125
Greenup Street Wealth Management
Michigan
$701K +$24.7K +2,158 +4%