PGX icon

Invesco Preferred ETF
PGX

Overview Fund Activity

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$748M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
3
Goldman Sachs
New York
$21M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
5
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$81.4M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
QC
4
Quadrature Capital
United Kingdom
$0
5
AMG
5
Advisors Management Group
Wisconsin
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$748M 66,645,345 +3,230,720 +5%
Wells Fargo
2
Wells Fargo
California
$177M 15,745,410 -341,238 -2%
LPL Financial
3
LPL Financial
California
$170M 15,193,057 +486,697 +3%
Morgan Stanley
4
Morgan Stanley
New York
$97.6M 8,697,382 +350 +0%
First Trust Advisors
5
First Trust Advisors
Illinois
$81.4M 7,251,553 -2,353,678 -25%
UBS Group
6
UBS Group
Switzerland
$62M 5,526,051 -876,010 -14%
Ameriprise
7
Ameriprise
Minnesota
$57.1M 5,090,455 -401,841 -7%
SAMC
8
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M 3,635,591 -2,135,926 -37%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$40.7M 3,629,127 -227,355 -6%
Bessemer Group
10
Bessemer Group
New Jersey
$39.1M 3,482,215 – –
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$38.3M 3,410,126 -738,466 -18%
Raymond James Financial
12
Raymond James Financial
Florida
$31.1M 2,769,857 +208,107 +8%
AF
13
Allworth Financial
California
$29.1M 2,627,449 +118,251 +5%
Goldman Sachs
14
Goldman Sachs
New York
$21M 1,874,427 +683,754 +57%
Osaic Holdings
15
Osaic Holdings
Arizona
$18.9M 1,685,846 -366,965 -18%
HNB
16
Huntington National Bank
Ohio
– – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16M 1,421,724 -26,373 -2%
CCA
18
Checchi Capital Advisers
California
$15.6M 1,393,688 +240,963 +21%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$9.98M 889,286 -114,245 -11%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$9.67M 862,074 +341,768 +66%
IFPG
21
Intrepid Financial Planning Group
Indiana
$9.59M 855,037 -30,546 -3%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$9.54M 850,000 +850,000 New
Creative Planning
23
Creative Planning
Kansas
$9.53M 849,390 -38,116 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$9.49M 846,024 -72,560 -8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$9.1M 811,128 -141,182 -15%
1
2 3 4 5