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Invesco Preferred ETF

413 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

2% less funds holding

Funds holding: 422413 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
226
Evoke Wealth
California
$216K
FF
227
Farrell Financial
New York
$213K
IBOK
228
Independence Bank of Kentucky
Kentucky
$213K
NDBT
229
North Dallas Bank & Trust
Texas
$209K
SPC
230
Sigma Planning Corp
Michigan
$209K
MFGM
231
Marshall Financial Group (Maryland)
Maryland
$207K
FF
232
Friday Financial
Iowa
$206K
TCA
233
Transcend Capital Advisors
New Jersey
$200K
RFN
234
RDA Financial Network
Iowa
$199K
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$198K
SWA
236
Stratos Wealth Advisors
Ohio
$196K
WANY
237
Wealthspire Advisors (New York)
New York
$188K
EA
238
Eclectic Associates
California
$188K
PA
239
Pinnacle Associates
New York
$188K
XT
240
XTX Topco
Cayman Islands
$188K
SWA
241
Sax Wealth Advisors
New Jersey
$184K
AFP
242
Ausdal Financial Partners
Iowa
$184K
PWM
243
Purus Wealth Management
California
$183K
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$183K
MFS
245
Madrona Financial Services
Washington
$180K
LFIA
246
Legacy Financial Independent Advisors
Kentucky
$179K
PIMG
247
Patriot Investment Management Group
Tennessee
$174K
CFS
248
Coordinated Financial Services
Colorado
$165K
GG
249
GenWealth Group
New Jersey
$164K
WFS
250
Weitzel Financial Services
Iowa
$162K