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Invesco Preferred ETF

423 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
226
Legacy Private Trust
Wisconsin
$233K
PAS
227
Park Avenue Securities
New York
$225K -$208K -18,216 -48%
VFA
228
Valeo Financial Advisors
Indiana
$224K -$7.87K -690 -3%
EW
229
Evoke Wealth
California
$223K
AIA
230
Acute Investment Advisory
Arizona
$221K -$33.2K -2,914 -13%
FF
231
Farrell Financial
New York
$218K +$75K +6,574 +51%
Jane Street
232
Jane Street
New York
$217K +$221K +19,350 New
NDBT
233
North Dallas Bank & Trust
Texas
$216K +$220K +19,250 New
MFGM
234
Marshall Financial Group (Maryland)
Maryland
$214K
RFN
235
RDA Financial Network
Iowa
$209K
AC
236
Apella Capital
Connecticut
$209K +$2.26K +198 +1%
OA
237
Oxbow Advisors
Texas
$206K -$5.19K -455 -2%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$205K
WANY
239
Wealthspire Advisors (New York)
New York
$200K -$250K -21,950 -55%
CAG
240
Csenge Advisory Group
Florida
$199K -$202K -17,724 -50%
CA
241
CoreCap Advisors
Michigan
$199K +$123K +10,792 +157%
EA
242
Eclectic Associates
California
$194K
CA
243
Calton & Associates
Florida
$193K +$5.28K +463 +3%
HI
244
Harbour Investments
Wisconsin
$191K +$18.4K +1,612 +10%
PWM
245
Purus Wealth Management
California
$188K +$399 +35 +0.2%
SWA
246
Sax Wealth Advisors
New Jersey
$184K
TYCC
247
Texas Yale Capital Corp
Florida
$183K
BA
248
Blueline Advisors
New Hampshire
$183K +$185K +16,240 New
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$182K +$11.9K +1,046 +7%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$181K +$57 +5 +0%