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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
VFA
226
Valeo Financial Advisors
Indiana
$224K
EW
227
Evoke Wealth
California
$223K
AIA
228
Acute Investment Advisory
Arizona
$221K
FF
229
Farrell Financial
New York
$218K
Jane Street
230
Jane Street
New York
$217K
NDBT
231
North Dallas Bank & Trust
Texas
$216K
MFGM
232
Marshall Financial Group (Maryland)
Maryland
$214K
RFN
233
RDA Financial Network
Iowa
$209K
AC
234
Apella Capital
Connecticut
$209K
OA
235
Oxbow Advisors
Texas
$206K
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$205K
WANY
237
Wealthspire Advisors (New York)
New York
$200K
CAG
238
Csenge Advisory Group
Florida
$199K
CA
239
CoreCap Advisors
Michigan
$199K
EA
240
Eclectic Associates
California
$194K
CA
241
Calton & Associates
Florida
$193K
HI
242
Harbour Investments
Wisconsin
$191K
PWM
243
Purus Wealth Management
California
$188K
SWA
244
Sax Wealth Advisors
New Jersey
$184K
TYCC
245
Texas Yale Capital Corp
Florida
$183K
BA
246
Blueline Advisors
New Hampshire
$183K
Envestnet Portfolio Solutions
247
Envestnet Portfolio Solutions
Illinois
$182K
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$181K
IIM
249
IFC & Insurance Marketing
California
$181K
PIMG
250
Patriot Investment Management Group
Tennessee
$180K