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Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 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:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
USWIA
276
UP Strategic Wealth Investment Advisors
Pennsylvania
$136K
SCA
277
Snowden Capital Advisors
New York
$134K
ORC
278
O'Rourke & Company
Massachusetts
$133K
CTC
279
Central Trust Company
Missouri
$129K
FAG
280
Fortitude Advisory Group
Washington
$128K
RG
281
Rathbones Group
United Kingdom
$128K
PG
282
Prostatis Group
Maryland
$127K
GWP
283
Gateway Wealth Partners
Wisconsin
$127K
BFAG
284
Blackston Financial Advisory Group
Florida
$125K
UCFA
285
United Capital Financial Advisors
Texas
$123K
MSFS
286
Main Street Financial Solutions
Pennsylvania
$122K
WB
287
WesBanco Bank
West Virginia
$122K
AWM
288
Apollon Wealth Management
South Carolina
$120K
Vontobel Holding
289
Vontobel Holding
Switzerland
$119K
CIAS
290
Capital Investment Advisory Services
North Carolina
$117K
SAM
291
S.A. Mason
Michigan
$115K
LFASL
292
Lugano Financial Advisors SA (LFA)
Switzerland
$110K
Fidelity Investments
293
Fidelity Investments
Massachusetts
$103K
AG
294
AmeriFlex Group
Nevada
$97.3K
UB
295
UMB Bank
Missouri
$96.6K
US Bancorp
296
US Bancorp
Minnesota
$95.6K
CWM
297
Consultiva Wealth Management
Puerto Rico
$93.9K
DSC
298
Duncker Streett & Co
Missouri
$92.8K
RF
299
Robbins Farley
New Hampshire
$88.4K
CA
300
Crewe Advisors
Utah
$85K