PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
HNB
4
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
201
Focus Financial Network
Minnesota
$298K -$1.5K -135 -0.5%
CFB
202
Cullen/Frost Bankers
Texas
$294K -$4.94K -444 -2%
LC
203
Landaas & Company
Wisconsin
$289K – – –
AAS
204
Ameritas Advisory Services
Nebraska
$286K -$31.7K -2,845 -10%
FIA
205
Foundations Investment Advisors
Arizona
$285K +$285K +25,571 New
IWM
206
IHT Wealth Management
Illinois
$283K -$61.3K -5,508 -18%
CB
207
Commerce Bank
Missouri
$283K -$3.66K -329 -1%
SFS
208
Sowell Financial Services
Arkansas
$281K -$607K -54,567 -68%
OA
209
Oxbow Advisors
Texas
$280K -$6.2K -557 -2%
AWM
210
Apollon Wealth Management
South Carolina
$279K -$48.4K -4,351 -15%
MFS
211
Madrona Financial Services
Washington
$277K +$17.2K +1,547 +7%
AWA
212
Amplius Wealth Advisors
Pennsylvania
$276K – – –
CFA
213
Camarda Financial Advisors
Florida
$273K +$73.1K +6,565 +36%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$273K – – –
Corient Private Wealth
215
Corient Private Wealth
Florida
$268K -$1.1M -98,662 -80%
FFA
216
Farther Finance Advisors
California
$268K -$30.2K -2,717 -10%
AGP
217
Autumn Glory Partners
Texas
$263K – – –
GWSG
218
GPS Wealth Strategies Group
Colorado
$262K -$12.6K -1,135 -5%
WBCM
219
Wilson & Boucher Capital Management
California
$260K – – –
MHIP
220
Mountain Hill Investment Partners
New Jersey
$255K – – –
AWS
221
Atria Wealth Solutions
New York
$249K -$307K -27,593 -55%
KPWS
222
Kestra Private Wealth Services
Texas
$248K -$6.53K -587 -3%
AL
223
ACAS LLC
California
$248K +$1.33K +116 +0.5%
NFG
224
Nations Financial Group
Iowa
$248K +$20.4K +1,835 +9%
PA
225
Pinnacle Associates
New York
$246K -$21.1K -1,893 -8%
7 8
9
10 11