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Invesco Preferred ETF

421 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, 113 increasing their positions, 178 reducing their positions, and 57 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:

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
JPMorgan Chase & Co
JPMorgan Chase & Co
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
CHAM
251
Clear Harbor Asset Management
Connecticut
$188K
PWM
252
Purus Wealth Management
California
$186K
WIM
253
WealthPlan Investment Management
Nebraska
$181K
TYCC
254
Texas Yale Capital Corp
Florida
$181K
AWM
255
AE Wealth Management
Kansas
$179K
PFT
256
Providence First Trust
Arizona
$179K
GF
257
Gries Financial
Ohio
$176K
VA
258
VestGen Advisors
Illinois
$174K
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$174K
GIA
260
Gladstone Institutional Advisory
Florida
$170K
TSWM
261
Tyler-Stone Wealth Management
Ohio
$170K
GG
262
GenWealth Group
New Jersey
$168K
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$165K
FI
264
Financial Insights
Washington
$162K
CAP
265
Columbia Advisory Partners
Washington
$162K
SOS
266
Silver Oak Securities
Tennessee
$162K
PWMAG
267
Pinnacle Wealth Management Advisory Group
New Jersey
$160K
AMG
268
Advisors Management Group
Wisconsin
$160K
CPL
269
CAP Partners LLC
Tennessee
$158K
SC
270
Savant Capital
Illinois
$155K
LEFP
271
Leading Edge Financial Planning
Tennessee
$154K
CTC
272
Central Trust Company
Missouri
$151K
MGIA
273
Matthew Goff Investment Advisor
Texas
$150K
GSEP
274
Golden State Equity Partners
California
$145K
CW
275
CreativeOne Wealth
Kansas
$142K