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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
FF
226
Farrell Financial
New York
$218K
Jane Street
227
Jane Street
New York
$217K
NDBT
228
North Dallas Bank & Trust
Texas
$216K
MFGM
229
Marshall Financial Group (Maryland)
Maryland
$214K
RFN
230
RDA Financial Network
Iowa
$209K
AC
231
Apella Capital
Connecticut
$209K
OA
232
Oxbow Advisors
Texas
$206K
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$205K
WANY
234
Wealthspire Advisors (New York)
New York
$200K
CAG
235
Csenge Advisory Group
Florida
$199K
CA
236
CoreCap Advisors
Michigan
$199K
EA
237
Eclectic Associates
California
$194K
CA
238
Calton & Associates
Florida
$193K
HI
239
Harbour Investments
Wisconsin
$191K
PWM
240
Purus Wealth Management
California
$188K
SWA
241
Sax Wealth Advisors
New Jersey
$184K
TYCC
242
Texas Yale Capital Corp
Florida
$183K
BA
243
Blueline Advisors
New Hampshire
$183K
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$182K
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$181K
IIM
246
IFC & Insurance Marketing
California
$181K
PIMG
247
Patriot Investment Management Group
Tennessee
$180K
PWMAG
248
Pinnacle Wealth Management Advisory Group
New Jersey
$179K
DWP
249
Daymark Wealth Partners
Ohio
$171K
GG
250
GenWealth Group
New Jersey
$170K