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Invesco Preferred ETF

422 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Pinnacle Associates
New York
$246K
KeyBank National Association
227
KeyBank National Association
Ohio
$244K
JWCA
228
J.W. Cole Advisors
Florida
$243K
TLP
229
Trinity Legacy Partners
Texas
$242K
JWCA
230
J.W. Coons Advisors
Ohio
$240K
MFG
231
MidWestOne Financial Group
Iowa
$238K
VFA
232
Valeo Financial Advisors
Indiana
$236K
CFO
233
CVA Family Office
Colorado
$233K
LPT
234
Legacy Private Trust
Wisconsin
$230K
MIA
235
MainStreet Investment Advisors
Illinois
$228K
HH
236
Hilltop Holdings
Texas
$226K
AT
237
American Trust
Kentucky
$225K
EW
238
Evoke Wealth
California
$221K
CBA
239
Coastal Bridge Advisors
Connecticut
$220K
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$217K
AC
241
Apella Capital
Connecticut
$216K
NDBT
242
North Dallas Bank & Trust
Texas
$214K
MFGM
243
Marshall Financial Group (Maryland)
Maryland
$214K
RFN
244
RDA Financial Network
Iowa
$207K
BCWM
245
Bartlett & Co Wealth Management
Ohio
$205K
WWM
246
Western Wealth Management
Colorado
$200K
CPRC
247
Consolidated Portfolio Review Corp
New York
$199K
TSS
248
Two Sigma Securities
New York
$198K
SWA
249
Sax Wealth Advisors
New Jersey
$195K
EA
250
Eclectic Associates
California
$192K