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Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
226
Marshall Financial Group (Maryland)
Maryland
$221K
OA
227
Oxbow Advisors
Texas
$218K
RFN
228
RDA Financial Network
Iowa
$216K
BCWM
229
Bartlett & Co Wealth Management
Ohio
$216K
AC
230
Apella Capital
Connecticut
$212K
Koshinski Asset Management
231
Koshinski Asset Management
Illinois
$211K
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$209K
TLP
233
Trinity Legacy Partners
Texas
$207K
ATC
234
Argent Trust Co
Tennessee
$205K
JWCA
235
J.W. Cole Advisors
Florida
$201K
EA
236
Eclectic Associates
California
$200K
MIA
237
MainStreet Investment Advisors
Illinois
$197K
WWM
238
Western Wealth Management
Colorado
$196K
CHAM
239
Clear Harbor Asset Management
Connecticut
$196K
PWM
240
Purus Wealth Management
California
$194K
CA
241
Calton & Associates
Florida
$193K
SWA
242
Sax Wealth Advisors
New Jersey
$190K
TYCC
243
Texas Yale Capital Corp
Florida
$189K
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$187K
GF
245
Gries Financial
Ohio
$186K
Thrivent Financial for Lutherans
246
Thrivent Financial for Lutherans
Minnesota
$181K
PFT
247
Providence First Trust
Arizona
$181K
HI
248
Harbour Investments
Wisconsin
$179K
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$176K
GG
250
GenWealth Group
New Jersey
$175K