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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
SC
251
Savant Capital
Illinois
$171K
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$170K
SOS
253
Silver Oak Securities
Tennessee
$168K
CPL
254
CAP Partners LLC
Tennessee
$166K
WIM
255
WealthPlan Investment Management
Nebraska
$164K
BWS
256
Buck Wealth Strategies
Colorado
$157K
WCG
257
Weaver Consulting Group
California
$152K
GSEP
258
Golden State Equity Partners
California
$151K
FF
259
Farrell Financial
New York
$149K
CLA
260
Carnegie Lake Advisors
New Jersey
$148K
LFG
261
Larson Financial Group
Missouri
$146K
WSC
262
Wellington Shields & Co
New York
$144K
GIA
263
Gladstone Institutional Advisory
Florida
$144K
AWM
264
AE Wealth Management
Kansas
$144K
SW
265
Simplicity Wealth
New Jersey
$143K
JF
266
Joule Financial
Kentucky
$143K
FNBT
267
FineMark National Bank & Trust
Florida
$141K
CPC
268
Cookson Peirce & Co
Pennsylvania
$141K
CFS
269
Coordinated Financial Services
Colorado
$137K
MGIA
270
Matthew Goff Investment Advisor
Texas
$136K
USWIA
271
UP Strategic Wealth Investment Advisors
Pennsylvania
$136K
SCA
272
Snowden Capital Advisors
New York
$134K
ORC
273
O'Rourke & Company
Massachusetts
$133K
CTC
274
Central Trust Company
Missouri
$129K
FAG
275
Fortitude Advisory Group
Washington
$128K