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Invesco Preferred ETF

422 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Calton & Associates
Florida
$188K
CHAM
252
Clear Harbor Asset Management
Connecticut
$188K
PWM
253
Purus Wealth Management
California
$186K
WIM
254
WealthPlan Investment Management
Nebraska
$181K
TYCC
255
Texas Yale Capital Corp
Florida
$181K
AWM
256
AE Wealth Management
Kansas
$179K
PFT
257
Providence First Trust
Arizona
$179K
GF
258
Gries Financial
Ohio
$176K
VA
259
VestGen Advisors
Illinois
$174K
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$174K
GIA
261
Gladstone Institutional Advisory
Florida
$170K
TSWM
262
Tyler-Stone Wealth Management
Ohio
$170K
GG
263
GenWealth Group
New Jersey
$168K
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$165K
FI
265
Financial Insights
Washington
$162K
CAP
266
Columbia Advisory Partners
Washington
$162K
SOS
267
Silver Oak Securities
Tennessee
$162K
PWMAG
268
Pinnacle Wealth Management Advisory Group
New Jersey
$160K
AMG
269
Advisors Management Group
Wisconsin
$160K
CPL
270
CAP Partners LLC
Tennessee
$158K
SC
271
Savant Capital
Illinois
$155K
LEFP
272
Leading Edge Financial Planning
Tennessee
$154K
CTC
273
Central Trust Company
Missouri
$151K
MGIA
274
Matthew Goff Investment Advisor
Texas
$150K
GSEP
275
Golden State Equity Partners
California
$145K