PGX icon

Invesco Preferred ETF

421 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
151
Argus Investors Counsel
New York
$480K
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$480K
AWM
153
Accel Wealth Management
Iowa
$476K
GWCM
154
Godshalk Welsh Capital Management
Pennsylvania
$455K
OIA
155
Optimum Investment Advisors
Illinois
$455K
CBT
156
Crews Bank & Trust
Florida
$454K
NA
157
Nautilus Advisors
California
$453K
OCM
158
One Capital Management
California
$450K
EAM
159
Everstar Asset Management
North Carolina
$446K
PTC
160
Private Trust Company
Ohio
$446K
MIA
161
MeadowBrook Investment Advisors
Michigan
$444K
PFS
162
Prospera Financial Services
Texas
$442K
LSA
163
Lion Street Advisors
Texas
$429K
WWA
164
WCG Wealth Advisors
Nevada
$427K
PAS
165
Park Avenue Securities
New York
$420K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$410K
PWM
167
Pines Wealth Management
North Carolina
$407K
FHA
168
Flagship Harbor Advisors
Massachusetts
$406K
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$406K
NS
170
NBC Securities
Alabama
$394K
IBOK
171
Independence Bank of Kentucky
Kentucky
$386K
CP
172
Creekside Partners
California
$383K
AWM
173
Ariadne Wealth Management
California
$370K
NAG
174
Northstar Advisory Group
New Jersey
$367K
LFAS
175
Level Four Advisory Services
Texas
$364K