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Invesco Preferred ETF

423 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 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

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
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
276
Simplicity Wealth
New Jersey
$141K +$2.08K +182 +1%
JF
277
Joule Financial
Kentucky
$139K +$1.03K +90 +0.7%
VW
278
Vantus Wealth
Pennsylvania
$138K +$140K +12,288 New
FNBT
279
FineMark National Bank & Trust
Florida
$137K
SOS
280
Silver Oak Securities
Tennessee
$136K -$28K -2,452 -17%
TSS
281
Two Sigma Securities
New York
$135K -$94.5K -8,290 -41%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$134K -$31.2K -2,733 -19%
USWIA
283
UP Strategic Wealth Investment Advisors
Pennsylvania
$133K
AWM
284
AE Wealth Management
Kansas
$132K -$6.82K -598 -5%
GIA
285
Gladstone Institutional Advisory
Florida
$132K -$7.37K -646 -5%
WIM
286
WealthPlan Investment Management
Nebraska
$132K -$27.2K -2,382 -17%
MIA
287
MainStreet Investment Advisors
Illinois
$130K -$61.1K -5,362 -32%
ACM
288
Adalta Capital Management
New York
$130K +$132K +11,596 New
Brown Advisory
289
Brown Advisory
Maryland
$129K +$131K +11,460 New
EH
290
Equitable Holdings
New York
$128K +$130K +11,399 New
CCA
291
Conestoga Capital Advisors
Pennsylvania
$128K +$129K +11,350 New
CLA
292
Carnegie Lake Advisors
New Jersey
$126K -$17.1K -1,500 -12%
FAG
293
Fortitude Advisory Group
Washington
$124K +$23 +2 +0%
KFAS
294
Keating Financial Advisory Services
Kansas
$124K +$126K +11,064 New
RG
295
Rathbones Group
United Kingdom
$124K
PG
296
Prostatis Group
Maryland
$123K
BWM
297
BCS Wealth Management
Tennessee
$121K +$123K +10,768 New
MSFS
298
Main Street Financial Solutions
Pennsylvania
$120K +$832 +73 +0.7%
UCFA
299
United Capital Financial Advisors
Texas
$119K +$365 +32 +0.3%
FI
300
Financial Insights
Washington
$119K -$45.6K -4,000 -27%