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Invesco Preferred ETF
PGX
PGX
423 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
60% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 43
13% more capital invested
Capital invested by funds: $1.94B → $2.19B (+$250M)
5.54% more ownership
Funds ownership: 48.7% → 54.24% (+5.5%)
5% more funds holding
Funds holding: 401 → 423 (+22)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
26% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 154
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.15%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$142M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$83.5M |
| 3 |
Cohen & Steers
New York
|
+$23.4M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$22.4M |
| 5 |
SAMC
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
+$19.8M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$11.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$8.97M |
| 3 |
Morgan Stanley
New York
|
-$6.54M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$6.43M |
| 5 |
SG Americas Securities
New York
|
-$4.44M |
