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Invesco Preferred ETF

422 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
IIM
251
IFC & Insurance Marketing
California
$181K
PIMG
252
Patriot Investment Management Group
Tennessee
$180K
PWMAG
253
Pinnacle Wealth Management Advisory Group
New Jersey
$179K
DWP
254
Daymark Wealth Partners
Ohio
$171K
GG
255
GenWealth Group
New Jersey
$170K
GWCM
256
Godshalk Welsh Capital Management
Pennsylvania
$167K
KA
257
Kovack Advisors
Florida
$165K
CFS
258
Coordinated Financial Services
Colorado
$164K
HH
259
Hilltop Holdings
Texas
$161K
GWP
260
Gateway Wealth Partners
Wisconsin
$160K
CHAM
261
Clear Harbor Asset Management
Connecticut
$160K
Financial Engines Advisors
262
Financial Engines Advisors
California
$159K
CBA
263
Coastal Bridge Advisors
Connecticut
$159K
PFT
264
Providence First Trust
Arizona
$158K
JWCA
265
J.W. Cole Advisors
Florida
$155K
SG
266
StoneX Group
New York
$155K
BCWM
267
Bartlett & Co Wealth Management
Ohio
$155K
ORC
268
O'Rourke & Company
Massachusetts
$152K
PI
269
PFG Investments
New York
$151K
AMG
270
Advisors Management Group
Wisconsin
$151K
WB
271
WesBanco Bank
West Virginia
$148K
OCA
272
OpenArc Corporate Advisory
Georgia
$146K
GSEP
273
Golden State Equity Partners
California
$146K
AAS
274
Ameritas Advisory Services
Nebraska
$142K
WCG
275
Weaver Consulting Group
California
$141K