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Invesco Preferred ETF
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Overview Fund Activity

417 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 177 reducing their positions, and 56 closing their positions.

Holders
417
Holders Change
-28
Holders Change %
-6.29%
% of All Funds
5.6%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
113
Reduced
177
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
Morgan Stanley
4
Morgan Stanley
New York
$86.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$719M 64,640,088 -2,005,257 -3%
Wells Fargo
2
Wells Fargo
California
$173M 15,587,399 -158,011 -1%
Morgan Stanley
3
Morgan Stanley
New York
$86.3M 7,751,993 -945,389 -11%
LPL Financial
4
LPL Financial
California
$76.4M 6,861,034 -8,332,023 -55%
UBS Group
5
UBS Group
Switzerland
$58M 5,212,678 -313,373 -6%
Ameriprise
6
Ameriprise
Minnesota
$54.4M 4,898,208 -192,247 -4%
SAMC
7
Spectrum Asset Management (Connecticut)
Connecticut
$52M 4,669,495 +1,033,904 +28%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$46.1M 4,139,050 +728,924 +21%
Bessemer Group
9
Bessemer Group
New Jersey
$38.8M 3,483,513 +1,298 +0%
First Trust Advisors
10
First Trust Advisors
Illinois
$37.6M 3,379,539 -3,872,014 -53%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$34.4M 3,089,632 -539,495 -15%
AF
12
Allworth Financial
California
$31.7M 2,848,588 +221,139 +8%
Raymond James Financial
13
Raymond James Financial
Florida
$30.1M 2,706,998 -62,859 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$23M 1,995,477 +309,631 +18%
Renaissance Technologies
15
Renaissance Technologies
New York
$16.9M 1,519,823 +1,519,823 New
CCA
16
Checchi Capital Advisers
California
$16.2M 1,457,054 +63,366 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$15.6M 1,400,851 -20,873 -1%
HNB
18
Huntington National Bank
Ohio
– – – –
Goldman Sachs
19
Goldman Sachs
New York
$12.1M 1,088,556 -785,871 -42%
CSP
20
Cary Street Partners
Virginia
$11.5M 1,034,211 +911,001 +739%
PAG
21
Private Advisor Group
New Jersey
$10.5M 947,056 +272,547 +40%
CC
22
Centiva Capital
New York
$10M 900,000 +900,000 New
Creative Planning
23
Creative Planning
Kansas
$9.68M 869,625 +20,235 +2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$9.59M 519,399 -342,675 -40%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$9.46M 850,000 – –
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