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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
RG
276
Rathbones Group
United Kingdom
$128K
PG
277
Prostatis Group
Maryland
$127K
GWP
278
Gateway Wealth Partners
Wisconsin
$127K
BFAG
279
Blackston Financial Advisory Group
Florida
$125K
UCFA
280
United Capital Financial Advisors
Texas
$123K
MSFS
281
Main Street Financial Solutions
Pennsylvania
$122K
WB
282
WesBanco Bank
West Virginia
$122K
AWM
283
Apollon Wealth Management
South Carolina
$120K
Vontobel Holding
284
Vontobel Holding
Switzerland
$119K
CIAS
285
Capital Investment Advisory Services
North Carolina
$117K
SAM
286
S.A. Mason
Michigan
$115K
LFASL
287
Lugano Financial Advisors SA (LFA)
Switzerland
$110K
Fidelity Investments
288
Fidelity Investments
Massachusetts
$103K
AG
289
AmeriFlex Group
Nevada
$97.3K
UB
290
UMB Bank
Missouri
$96.6K
US Bancorp
291
US Bancorp
Minnesota
$95.6K
CWM
292
Consultiva Wealth Management
Puerto Rico
$93.9K
DSC
293
Duncker Streett & Co
Missouri
$92.8K
RF
294
Robbins Farley
New Hampshire
$88.4K
CA
295
Crewe Advisors
Utah
$85K
BONH
296
Bank of New Hampshire
New Hampshire
$83.5K
NB
297
NBT Bank
New York
$80K
CA
298
CoreCap Advisors
Michigan
$79.9K
AF
299
Advisornet Financial
Minnesota
$77.1K
PCM
300
Palouse Capital Management
Washington
$76.9K