Invesco Preferred ETF
416 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 139 reducing their positions, and 44 closing their positions.
1.13% more ownership
Funds ownership: 54.23% → 55.37% (+1.1%)
7% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 44
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4% less capital invested
Capital invested by funds: $2.19B → $2.1B (-$85.2M)
9% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 139
2% less funds holding
Funds holding: 423 → 416 (-7)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $219K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$44.2M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$33.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$30.3M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$11.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$22.1M |
| 2 |
Cohen & Steers
New York
|
-$21M |
| 3 |
SAMC
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
-$16.6M |
| 4 |
MSWM
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
-$14.4M |
| 5 |
JP Morgan Chase
New York
|
-$14.1M |
PGX Hedge Fund Activity: Q1 2026 in Review
416 institutional investors reported a position in Invesco Preferred ETF (PGX) for Q1 2026, worth a combined $2.1B — down 3.9% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new PGX positions and 44 closed out — a net gain of 3 holders — while 126 added to existing stakes and 139 trimmed.
The largest buyer was UBS Group, adding an estimated $44.2M. The largest seller was First Trust Advisors, exiting entirely with an estimated $22.1M sold.
- 416 institutional investors held Invesco Preferred ETF (PGX) as of Q1 2026, down from 423 in Q4 2025.
- Funds reported $2.1B of Invesco Preferred ETF stock for Q1 2026, down 3.9% quarter-over-quarter.
- 47 funds opened new Invesco Preferred ETF positions in Q1 2026 and 44 closed out, a net change of +3 holders.
- The largest Invesco Preferred ETF buyer in Q1 2026 was UBS Group, an estimated $44.2M added.
- The largest Invesco Preferred ETF seller in Q1 2026 was First Trust Advisors, an estimated $22.1M sold.
Based on aggregated 13F filings for Q1 2026.