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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 40 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: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
PWMAG
251
Pinnacle Wealth Management Advisory Group
New Jersey
$179K
DWP
252
Daymark Wealth Partners
Ohio
$171K
GG
253
GenWealth Group
New Jersey
$170K
GWCM
254
Godshalk Welsh Capital Management
Pennsylvania
$167K
KA
255
Kovack Advisors
Florida
$165K
CFS
256
Coordinated Financial Services
Colorado
$164K
HH
257
Hilltop Holdings
Texas
$161K
GWP
258
Gateway Wealth Partners
Wisconsin
$160K
CHAM
259
Clear Harbor Asset Management
Connecticut
$160K
Financial Engines Advisors
260
Financial Engines Advisors
California
$159K
CBA
261
Coastal Bridge Advisors
Connecticut
$159K
PFT
262
Providence First Trust
Arizona
$158K
JWCA
263
J.W. Cole Advisors
Florida
$155K
SG
264
StoneX Group
New York
$155K
BCWM
265
Bartlett & Co Wealth Management
Ohio
$155K
ORC
266
O'Rourke & Company
Massachusetts
$152K
PI
267
PFG Investments
New York
$151K
AMG
268
Advisors Management Group
Wisconsin
$151K
WB
269
WesBanco Bank
West Virginia
$148K
OCA
270
OpenArc Corporate Advisory
Georgia
$146K
GSEP
271
Golden State Equity Partners
California
$146K
AAS
272
Ameritas Advisory Services
Nebraska
$142K
WCG
273
Weaver Consulting Group
California
$141K
SW
274
Simplicity Wealth
New Jersey
$141K
JF
275
Joule Financial
Kentucky
$139K