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Invesco Preferred ETF

396 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 151 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: 118 | Existing positions reduced: 151

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
396
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
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$176K
GG
252
GenWealth Group
New Jersey
$175K
HH
253
Hilltop Holdings
Texas
$174K
WFS
254
Weitzel Financial Services
Iowa
$171K
FPAS
255
Focus Partners Advisor Solutions
Missouri
$171K
SC
256
Savant Capital
Illinois
$171K
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$170K
FI
258
Financial Insights
Washington
$169K
SOS
259
Silver Oak Securities
Tennessee
$168K
CPL
260
CAP Partners LLC
Tennessee
$166K
WIM
261
WealthPlan Investment Management
Nebraska
$164K
AMG
262
Advisors Management Group
Wisconsin
$163K
BWS
263
Buck Wealth Strategies
Colorado
$157K
WCG
264
Weaver Consulting Group
California
$152K
GSEP
265
Golden State Equity Partners
California
$151K
FF
266
Farrell Financial
New York
$149K
CLA
267
Carnegie Lake Advisors
New Jersey
$148K
LFG
268
Larson Financial Group
Missouri
$146K
WSC
269
Wellington Shields & Co
New York
$144K
GIA
270
Gladstone Institutional Advisory
Florida
$144K
AWM
271
AE Wealth Management
Kansas
$144K
SW
272
Simplicity Wealth
New Jersey
$143K
JF
273
Joule Financial
Kentucky
$143K
FNBT
274
FineMark National Bank & Trust
Florida
$141K
CPC
275
Cookson Peirce & Co
Pennsylvania
$141K