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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 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:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
BCWM
226
Bartlett & Co Wealth Management
Ohio
$216K
AC
227
Apella Capital
Connecticut
$212K
Koshinski Asset Management
228
Koshinski Asset Management
Illinois
$211K
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$209K
TLP
230
Trinity Legacy Partners
Texas
$207K
ATC
231
Argent Trust Co
Tennessee
$205K
JWCA
232
J.W. Cole Advisors
Florida
$201K
EA
233
Eclectic Associates
California
$200K
MIA
234
MainStreet Investment Advisors
Illinois
$197K
WWM
235
Western Wealth Management
Colorado
$196K
CHAM
236
Clear Harbor Asset Management
Connecticut
$196K
PWM
237
Purus Wealth Management
California
$194K
CA
238
Calton & Associates
Florida
$193K
SWA
239
Sax Wealth Advisors
New Jersey
$190K
TYCC
240
Texas Yale Capital Corp
Florida
$189K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$187K
GF
242
Gries Financial
Ohio
$186K
Thrivent Financial for Lutherans
243
Thrivent Financial for Lutherans
Minnesota
$181K
PFT
244
Providence First Trust
Arizona
$181K
HI
245
Harbour Investments
Wisconsin
$179K
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$176K
GG
247
GenWealth Group
New Jersey
$175K
HH
248
Hilltop Holdings
Texas
$174K
WFS
249
Weitzel Financial Services
Iowa
$171K
FPAS
250
Focus Partners Advisor Solutions
Missouri
$171K