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Invesco Preferred ETF

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
226
GPS Wealth Strategies Group
Colorado
$277K -$85.1K -7,586 -24%
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$275K
VA
228
VestGen Advisors
Illinois
$274K +$274K +24,423 New
PWM
229
Perigon Wealth Management
California
$273K -$1.99K -177 -0.7%
PA
230
Pinnacle Associates
New York
$269K +$41.2K +3,674 +18%
IAN
231
Integrated Advisors Network
Texas
$267K +$267K +23,811 New
AGP
232
Autumn Glory Partners
Texas
$265K
WBCM
233
Wilson & Boucher Capital Management
California
$263K -$11.2K -1,000 -4%
MFS
234
Madrona Financial Services
Washington
$261K +$8.79K +783 +3%
MHIP
235
Mountain Hill Investment Partners
New Jersey
$257K
KPWS
236
Kestra Private Wealth Services
Texas
$257K -$21K -1,874 -8%
LPT
237
Legacy Private Trust
Wisconsin
$251K +$251K +22,405 New
KeyBank National Association
238
KeyBank National Association
Ohio
$246K +$1.37K +122 +0.6%
VFA
239
Valeo Financial Advisors
Indiana
$245K
JWCA
240
J.W. Coons Advisors
Ohio
$242K -$47.7K -4,250 -16%
CFMC
241
Curbstone Financial Management Corp
New Hampshire
$241K +$241K +21,470 New
TLP
242
Trinity Legacy Partners
Texas
$239K -$4.12M -371,947 -95%
AL
243
ACAS LLC
California
$236K +$1.28K +116 +0.5%
CFO
244
CVA Family Office
Colorado
$231K +$3.15K +281 +1%
NFG
245
Nations Financial Group
Iowa
$229K
EW
246
Evoke Wealth
California
$223K
BCM
247
Bluefin Capital Management
New York
$221K +$221K +19,719 New
WWM
248
Western Wealth Management
Colorado
$220K -$66.5K -5,925 -23%
CBA
249
Coastal Bridge Advisors
Connecticut
$219K +$219K +19,532 New
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$219K