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Invesco Preferred ETF

423 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 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

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
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
251
IFC & Insurance Marketing
California
$181K +$183K +16,059 New
PIMG
252
Patriot Investment Management Group
Tennessee
$180K -$127K -11,160 -41%
PWMAG
253
Pinnacle Wealth Management Advisory Group
New Jersey
$179K -$57.5K -5,040 -24%
DWP
254
Daymark Wealth Partners
Ohio
$171K -$163K -14,296 -48%
GG
255
GenWealth Group
New Jersey
$170K
GWCM
256
Godshalk Welsh Capital Management
Pennsylvania
$167K -$296K -26,000 -64%
KA
257
Kovack Advisors
Florida
$165K +$168K +14,697 New
CFS
258
Coordinated Financial Services
Colorado
$164K +$31.5K +2,758 +23%
HH
259
Hilltop Holdings
Texas
$161K -$7.47K -655 -4%
GWP
260
Gateway Wealth Partners
Wisconsin
$160K +$37.7K +3,310 +30%
CHAM
261
Clear Harbor Asset Management
Connecticut
$160K -$30.2K -2,650 -16%
Financial Engines Advisors
262
Financial Engines Advisors
California
$159K +$162K +14,178 New
CBA
263
Coastal Bridge Advisors
Connecticut
$159K -$66.3K -5,810 -29%
PFT
264
Providence First Trust
Arizona
$158K -$17.1K -1,500 -10%
JWCA
265
J.W. Cole Advisors
Florida
$155K -$37K -3,248 -19%
SG
266
StoneX Group
New York
$155K +$158K +13,823 New
BCWM
267
Bartlett & Co Wealth Management
Ohio
$155K -$54.8K -4,808 -26%
ORC
268
O'Rourke & Company
Massachusetts
$152K +$22.9K +2,006 +17%
PI
269
PFG Investments
New York
$151K +$153K +13,438 New
AMG
270
Advisors Management Group
Wisconsin
$151K -$7.41K -650 -5%
WB
271
WesBanco Bank
West Virginia
$148K +$30.6K +2,686 +26%
OCA
272
OpenArc Corporate Advisory
Georgia
$146K +$148K +12,998 New
GSEP
273
Golden State Equity Partners
California
$146K
AAS
274
Ameritas Advisory Services
Nebraska
$142K +$111K +9,770 +339%
WCG
275
Weaver Consulting Group
California
$141K -$6.77K -594 -5%