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Invesco Preferred ETF

413 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 138 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 54.24%55.33% (+1.1%)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $2.19B → $2.1B (-$86.7M)

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

2% less funds holding

Funds holding: 423413 (-10)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
413
Holders Change
-10
Holders Change %
-2.36%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
46
Increased
125
Reduced
138
Closed
44
Calls
Puts
$219K
Net Calls
-$219K
Net Calls Change
-$219K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$883M +$30.3M +2,684,132 +3%
Wells Fargo
2
Wells Fargo
California
$165M -$2.82M -249,281 -2%
BI
3
Bramshill Investments
Florida
$112M +$33.4M +2,957,015 +40%
UBS Group
4
UBS Group
Switzerland
$101M +$44.2M +3,913,325 +73%
Morgan Stanley
5
Morgan Stanley
New York
$69.1M -$10.4M -923,511 -13%
LPL Financial
6
LPL Financial
California
$57.8M -$4.67M -412,933 -7%
Ameriprise
7
Ameriprise
Minnesota
$45.2M -$108K -9,512 -0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$44.2M -$14.1M -1,246,984 -23%
SAMC
9
Spectrum Asset Management (Connecticut)
Connecticut
$42.5M -$16.6M -1,469,681 -27%
Bessemer Group
10
Bessemer Group
New Jersey
$37.9M -$5.68K -503 -0%
AF
11
Allworth Financial
California
$36.6M +$1.96M +173,330 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$32.2M -$8.66M -766,143 -21%
Raymond James Financial
13
Raymond James Financial
Florida
$29.8M +$299K +26,468 +1%
CA
14
Clearstead Advisors
Ohio
$18.5M +$167K +14,799 +0.9%
CCA
15
Checchi Capital Advisers
California
$15.1M +$499K +44,155 +3%
UBS AM
16
UBS AM
Illinois
$13.4M +$11.6M +1,025,630 +502%
SA
17
Stonebridge Advisors
Connecticut
$13.3M +$4.88M +431,371 +54%
HNB
18
Huntington National Bank
Ohio
$13.3M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$12.3M -$1.18M -104,179 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.3M -$2.53M -223,889 -17%
CSP
21
Cary Street Partners
Virginia
$11.1M -$547K -48,429 -5%
PAG
22
Private Advisor Group
New Jersey
$10.4M +$17.2K +1,519 +0.2%
MCM
23
MAI Capital Management
Ohio
$10.2M +$221K +19,587 +2%
TLP
24
Trinity Legacy Partners
Texas
$8.25M +$207K +18,292 +3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$8.17M -$76.6K -6,780 -0.9%