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Invesco Preferred ETF
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Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
HNB
4
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
251
Clear Harbor Asset Management
Connecticut
$188K -$6.12K -550 -3%
PWM
252
Purus Wealth Management
California
$186K +$345 +31 +0.2%
WIM
253
WealthPlan Investment Management
Nebraska
$181K +$2.85K +256 +2%
TYCC
254
Texas Yale Capital Corp
Florida
$181K +$5.01K +450 +3%
AWM
255
AE Wealth Management
Kansas
$179K -$720K -64,693 -80%
PFT
256
Providence First Trust
Arizona
$179K -$7.79K -700 -4%
GF
257
Gries Financial
Ohio
$176K -$290K -26,091 -62%
VA
258
VestGen Advisors
Illinois
$174K -$97.5K -8,758 -36%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$174K -$4.53K -407 -3%
GIA
260
Gladstone Institutional Advisory
Florida
$170K -$15.6K -1,399 -8%
TSWM
261
Tyler-Stone Wealth Management
Ohio
$170K +$1.28K +115 +0.8%
GG
262
GenWealth Group
New Jersey
$168K – – –
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$165K -$26.6K -2,386 -14%
FI
264
Financial Insights
Washington
$162K +$4.45K +400 +3%
CAP
265
Columbia Advisory Partners
Washington
$162K -$1.16K -104 -0.7%
SOS
266
Silver Oak Securities
Tennessee
$162K -$12.6K -1,134 -7%
PWMAG
267
Pinnacle Wealth Management Advisory Group
New Jersey
$160K -$11.1K -1,000 -6%
AMG
268
Advisors Management Group
Wisconsin
$160K -$16.9K -1,519 -10%
CPL
269
CAP Partners LLC
Tennessee
$158K -$824 -74 -0.5%
SC
270
Savant Capital
Illinois
$155K +$155K +13,900 New
LEFP
271
Leading Edge Financial Planning
Tennessee
$154K +$154K +13,827 New
CTC
272
Central Trust Company
Missouri
$151K -$24K -2,155 -14%
MGIA
273
Matthew Goff Investment Advisor
Texas
$150K – – –
GSEP
274
Golden State Equity Partners
California
$145K -$45 -4 -0%
CW
275
CreativeOne Wealth
Kansas
$142K +$142K +12,770 New
9 10
11
12 13