PGX icon

Invesco Preferred ETF

415 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
415
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
LFAS
176
Level Four Advisory Services
Texas
$367K
State Farm Mutual Automobile Insurance
177
State Farm Mutual Automobile Insurance
Illinois
$350K
CP
178
Creekside Partners
California
$336K
FA
179
FF Advisors
California
$329K
Bank Julius Baer & Co
180
Bank Julius Baer & Co
Switzerland
$329K
VAS
181
Vestmark Advisory Solutions
Massachusetts
$327K
FF
182
Friedenthal Financial
New Jersey
$327K
MWP
183
Madison Wealth Partners
Wisconsin
$319K
PFA
184
Portland Financial Advisors
New York
$316K
Goldman Sachs
185
Goldman Sachs
New York
$314K
WWM
186
Western Wealth Management
Colorado
$307K
Corient Private Wealth
187
Corient Private Wealth
Florida
$305K
WAG
188
Wiser Advisor Group
Arizona
$304K
CFB
189
Cullen/Frost Bankers
Texas
$295K
LC
190
Landaas & Company
Wisconsin
$292K
CIA
191
Capital Investment Advisors
Georgia
$287K
SFS
192
Sowell Financial Services
Arkansas
$287K
MFS
193
Madrona Financial Services
Washington
$283K
FFN
194
Focus Financial Network
Minnesota
$282K
SSW
195
Stone Summit Wealth
Florida
$281K
CBT
196
Crews Bank & Trust
Florida
$278K
SC
197
Savant Capital
Illinois
$273K
SPC
198
Sigma Planning Corp
Michigan
$272K
SC
199
Sepio Capital
Utah
$271K
TF
200
Tompkins Financial
New York
$266K