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Invesco Preferred ETF
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Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$16.9M
2
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
Cary Street Partners
Virginia
$11.5M
4
CC
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
LPL Financial
California
$76.4M
2
First Trust Advisors
First Trust Advisors
Illinois
$37.6M
3
Bank of America
Bank of America
North Carolina
$719M
4
HNB
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLA
276
Carnegie Lake Advisors
New Jersey
$142K -$3.71K -332 -3%
FF
277
Farrell Financial
New York
$141K +$2.03K +182 +1%
KWA
278
Kingswood Wealth Advisors
California
$141K -$15.1K -1,360 -10%
Thrivent Financial for Lutherans
279
Thrivent Financial for Lutherans
Minnesota
$141K -$198K -17,755 -58%
UCB
280
United Community Bank
South Carolina
$140K – – –
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$139K -$1.22M -109,442 -90%
WSC
282
Wellington Shields & Co
New York
$139K – – –
JF
283
Joule Financial
Kentucky
$137K +$1.01K +91 +0.7%
WCG
284
Weaver Consulting Group
California
$137K -$14K -1,257 -9%
FNBT
285
FineMark National Bank & Trust
Florida
$136K – – –
CPC
286
Cookson Peirce & Co
Pennsylvania
$135K – – –
MG
287
Marex Group
$134K +$134K +12,000 New
KA
288
Kovack Advisors
Florida
$132K -$5.1K -458 -4%
USWIA
289
UP Strategic Wealth Investment Advisors
Pennsylvania
$131K -$20.3K -1,820 -13%
CFS
290
Coordinated Financial Services
Colorado
$130K +$3.78K +340 +3%
BPA
291
Beacon Pointe Advisors
California
$129K -$8.34K -749 -6%
MFG
292
Merit Financial Group
Georgia
$129K -$16.7K -1,497 -11%
ORC
293
O'Rourke & Company
Massachusetts
$127K +$127K +11,420 New
PG
294
Prostatis Group
Maryland
$124K +$22 +2 +0%
FAG
295
Fortitude Advisory Group
Washington
$123K +$22 +2 +0%
RG
296
Rathbones Group
United Kingdom
$122K – – –
BFAG
297
Blackston Financial Advisory Group
Florida
$122K -$43.3K -3,892 -26%
GWP
298
Gateway Wealth Partners
Wisconsin
$121K -$648K -58,190 -84%
UCFA
299
United Capital Financial Advisors
Texas
$121K -$5.99K -538 -5%
FPAS
300
Focus Partners Advisor Solutions
Missouri
$120K -$22.2K -1,991 -16%
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