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Invesco Preferred ETF
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Overview Fund Activity

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$748M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
Goldman Sachs
New York
$21M
4
LOIP
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
First Trust Advisors
Illinois
$81.4M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
HNB
Huntington National Bank
Ohio
$16M
5
QC
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Cresset Asset Management
Illinois
$216K +$2.24K +200 +1%
SWA
252
Sax Wealth Advisors
New Jersey
$214K -$32.5K -2,895 -13%
MFGM
253
Marshall Financial Group (Maryland)
Maryland
$214K – – –
CPRC
254
Consolidated Portfolio Review Corp
New York
$211K +$18.1K +1,609 +9%
AC
255
Apella Capital
Connecticut
$211K +$1.97K +178 +0.9%
RFN
256
RDA Financial Network
Iowa
$209K -$16.8K -1,500 -7%
BCWM
257
Bartlett & Co Wealth Management
Ohio
$205K +$1.93K +172 +1%
CFA
258
Camarda Financial Advisors
Florida
$202K +$202K +17,995 New
CIA
259
Capital Investment Advisors
Georgia
$199K -$224 -20 -0.1%
BWM
260
BCS Wealth Management
Tennessee
$197K -$83.8K -7,482 -30%
CHAM
261
Clear Harbor Asset Management
Connecticut
$196K +$196K +17,430 New
EA
262
Eclectic Associates
California
$194K – – –
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$193K +$7.5K +668 +4%
CA
264
Calton & Associates
Florida
$189K +$189K +16,846 New
PFT
265
Providence First Trust
Arizona
$188K -$47.1K -4,200 -20%
GIA
266
Gladstone Institutional Advisory
Florida
$187K -$103K -9,206 -36%
PWM
267
Purus Wealth Management
California
$187K +$348 +31 +0.2%
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$180K -$38.6K -3,442 -18%
WIM
269
WealthPlan Investment Management
Nebraska
$180K +$11.7K +1,045 +7%
FIM
270
FWL Investment Management
Texas
$180K +$67.3K +6,000 +60%
AMG
271
Advisors Management Group
Wisconsin
$179K -$14.3M -1,272,719 -99%
TYCC
272
Texas Yale Capital Corp
Florida
$177K +$30.3K +2,700 +21%
SOS
273
Silver Oak Securities
Tennessee
$177K +$42.4K +3,746 +31%
CTC
274
Central Trust Company
Missouri
$176K -$10.9K -969 -6%
PWMAG
275
Pinnacle Wealth Management Advisory Group
New Jersey
$173K +$173K +15,389 New
9 10
11
12 13