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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
GWCM
251
Godshalk Welsh Capital Management
Pennsylvania
$167K
KA
252
Kovack Advisors
Florida
$165K
CFS
253
Coordinated Financial Services
Colorado
$164K
HH
254
Hilltop Holdings
Texas
$161K
GWP
255
Gateway Wealth Partners
Wisconsin
$160K
CHAM
256
Clear Harbor Asset Management
Connecticut
$160K
Financial Engines Advisors
257
Financial Engines Advisors
California
$159K
CBA
258
Coastal Bridge Advisors
Connecticut
$159K
PFT
259
Providence First Trust
Arizona
$158K
JWCA
260
J.W. Cole Advisors
Florida
$155K
SG
261
StoneX Group
New York
$155K
BCWM
262
Bartlett & Co Wealth Management
Ohio
$155K
ORC
263
O'Rourke & Company
Massachusetts
$152K
PI
264
PFG Investments
New York
$151K
AMG
265
Advisors Management Group
Wisconsin
$151K
WB
266
WesBanco Bank
West Virginia
$148K
OCA
267
OpenArc Corporate Advisory
Georgia
$146K
GSEP
268
Golden State Equity Partners
California
$146K
AAS
269
Ameritas Advisory Services
Nebraska
$142K
WCG
270
Weaver Consulting Group
California
$141K
SW
271
Simplicity Wealth
New Jersey
$141K
JF
272
Joule Financial
Kentucky
$139K
VW
273
Vantus Wealth
Pennsylvania
$138K
FNBT
274
FineMark National Bank & Trust
Florida
$137K
SOS
275
Silver Oak Securities
Tennessee
$136K