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Invesco Preferred ETF
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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 %
KeyBank National Association
226
KeyBank National Association
Ohio
$244K – – –
JWCA
227
J.W. Cole Advisors
Florida
$243K -$58.4K -5,244 -19%
TLP
228
Trinity Legacy Partners
Texas
$242K – – –
JWCA
229
J.W. Coons Advisors
Ohio
$240K – – –
MFG
230
MidWestOne Financial Group
Iowa
$238K +$238K +21,400 New
VFA
231
Valeo Financial Advisors
Indiana
$236K -$6.76K -607 -3%
CFO
232
CVA Family Office
Colorado
$233K +$3.25K +292 +1%
LPT
233
Legacy Private Trust
Wisconsin
$230K -$19K -1,705 -8%
MIA
234
MainStreet Investment Advisors
Illinois
$228K +$228K +20,518 New
HH
235
Hilltop Holdings
Texas
$226K +$59.5K +5,350 +36%
AT
236
American Trust
Kentucky
$225K +$225K +20,238 New
EW
237
Evoke Wealth
California
$221K – – –
CBA
238
Coastal Bridge Advisors
Connecticut
$220K +$2.19K +197 +1%
Koshinski Asset Management
239
Koshinski Asset Management
Illinois
$217K – – –
AC
240
Apella Capital
Connecticut
$216K +$1.98K +176 +0.9%
NDBT
241
North Dallas Bank & Trust
Texas
$214K +$214K +19,250 New
MFGM
242
Marshall Financial Group (Maryland)
Maryland
$214K – – –
RFN
243
RDA Financial Network
Iowa
$207K – – –
BCWM
244
Bartlett & Co Wealth Management
Ohio
$205K +$1.91K +172 +0.9%
WWM
245
Western Wealth Management
Colorado
$200K -$19.1K -1,713 -9%
CPRC
246
Consolidated Portfolio Review Corp
New York
$199K -$11.1K -1,000 -5%
TSS
247
Two Sigma Securities
New York
$198K -$487K -43,739 -71%
SWA
248
Sax Wealth Advisors
New Jersey
$195K -$17.2K -1,547 -8%
EA
249
Eclectic Associates
California
$192K – – –
CA
250
Calton & Associates
Florida
$188K +$991 +89 +0.5%
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10
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