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Invesco Preferred ETF

422 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 42 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: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
SW
276
Simplicity Wealth
New Jersey
$141K
JF
277
Joule Financial
Kentucky
$139K
VW
278
Vantus Wealth
Pennsylvania
$138K
FNBT
279
FineMark National Bank & Trust
Florida
$137K
SOS
280
Silver Oak Securities
Tennessee
$136K
TSS
281
Two Sigma Securities
New York
$135K
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$134K
USWIA
283
UP Strategic Wealth Investment Advisors
Pennsylvania
$133K
AWM
284
AE Wealth Management
Kansas
$132K
GIA
285
Gladstone Institutional Advisory
Florida
$132K
WIM
286
WealthPlan Investment Management
Nebraska
$132K
MIA
287
MainStreet Investment Advisors
Illinois
$130K
ACM
288
Adalta Capital Management
New York
$130K
Brown Advisory
289
Brown Advisory
Maryland
$129K
EH
290
Equitable Holdings
New York
$128K
CCA
291
Conestoga Capital Advisors
Pennsylvania
$128K
CLA
292
Carnegie Lake Advisors
New Jersey
$126K
FAG
293
Fortitude Advisory Group
Washington
$124K
KFAS
294
Keating Financial Advisory Services
Kansas
$124K
RG
295
Rathbones Group
United Kingdom
$124K
PG
296
Prostatis Group
Maryland
$123K
BWM
297
BCS Wealth Management
Tennessee
$121K
MSFS
298
Main Street Financial Solutions
Pennsylvania
$120K
UCFA
299
United Capital Financial Advisors
Texas
$119K
FI
300
Financial Insights
Washington
$119K