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Invesco Preferred ETF
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Overview Fund Activity

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$36.2M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$9.54M
3
Goldman Sachs
Goldman Sachs
New York
+$7.67M
4
LOIP
Live Oak Investment Partners
Texas
+$7.58M
5
LPL Financial
LPL Financial
California
+$5.46M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$49.2M
2
First Trust Advisors
First Trust Advisors
Illinois
-$26.4M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
-$24M
4
HNB
Huntington National Bank
Ohio
-$17.8M
5
QC
Quadrature Capital
United Kingdom
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
276
Tyler-Stone Wealth Management
Ohio
$170K -$9.11K -812 -5%
GG
277
GenWealth Group
New Jersey
$169K – – –
PFP
278
Pinnacle Financial Partners
Tennessee
$168K – – –
HH
279
Hilltop Holdings
Texas
$168K – – –
BFAG
280
Blackston Financial Advisory Group
Florida
$166K -$10.8K -961 -6%
CAP
281
Columbia Advisory Partners
Washington
$164K +$1.96K +175 +1%
EWM
282
Empirical Wealth Management
Washington
$162K +$162K +14,423 New
CPL
283
CAP Partners LLC
Tennessee
$160K -$33.6K -2,991 -17%
FI
284
Financial Insights
Washington
$159K – – –
KWA
285
Kingswood Wealth Advisors
California
$158K -$160K -14,200 -50%
RDWM
286
Red Door Wealth Management
Tennessee
$157K -$11.2K -1,000 -7%
WCG
287
Weaver Consulting Group
California
$152K – – –
USWIA
288
UP Strategic Wealth Investment Advisors
Pennsylvania
$152K +$20.2K +1,799 +15%
ASN
289
Advisory Services Network
Georgia
$151K -$121K -10,762 -44%
MGIA
290
Matthew Goff Investment Advisor
Texas
$151K – – –
BWG
291
Balanced Wealth Group
Ohio
$149K -$310K -27,597 -68%
MFG
292
Merit Financial Group
Georgia
$147K -$85.7K -7,641 -37%
GS
293
GTS Securities
New York
$147K +$147K +13,080 New
CLA
294
Carnegie Lake Advisors
New Jersey
$146K -$39.2K -3,500 -21%
GSEP
295
Golden State Equity Partners
California
$146K -$7.05K -628 -5%
FPAS
296
Focus Partners Advisor Solutions
Missouri
$143K +$143K +12,767 New
RL
297
Rogco LP
Oklahoma
$141K – – –
UCB
298
United Community Bank
South Carolina
$141K -$3.82K -340 -3%
Fisher Asset Management
299
Fisher Asset Management
Washington
$141K +$141K +12,527 New
FF
300
Farrell Financial
New York
$140K +$1.56K +139 +1%
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