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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 reducing their positions, and 40 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
TSS
276
Two Sigma Securities
New York
$135K
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$134K
USWIA
278
UP Strategic Wealth Investment Advisors
Pennsylvania
$133K
AWM
279
AE Wealth Management
Kansas
$132K
GIA
280
Gladstone Institutional Advisory
Florida
$132K
WIM
281
WealthPlan Investment Management
Nebraska
$132K
MIA
282
MainStreet Investment Advisors
Illinois
$130K
ACM
283
Adalta Capital Management
New York
$130K
Brown Advisory
284
Brown Advisory
Maryland
$129K
EH
285
Equitable Holdings
New York
$128K
CCA
286
Conestoga Capital Advisors
Pennsylvania
$128K
CLA
287
Carnegie Lake Advisors
New Jersey
$126K
FAG
288
Fortitude Advisory Group
Washington
$124K
KFAS
289
Keating Financial Advisory Services
Kansas
$124K
RG
290
Rathbones Group
United Kingdom
$124K
PG
291
Prostatis Group
Maryland
$123K
BWM
292
BCS Wealth Management
Tennessee
$121K
MSFS
293
Main Street Financial Solutions
Pennsylvania
$120K
UCFA
294
United Capital Financial Advisors
Texas
$119K
RWM
295
Rockwood Wealth Management
Pennsylvania
$118K
MC
296
Moors & Cabot
Massachusetts
$118K
FC
297
Financial Council
Maryland
$118K
BTI
298
Blue Trust Inc
Georgia
$116K
Vontobel Holding
299
Vontobel Holding
Switzerland
$115K
CIAS
300
Capital Investment Advisory Services
North Carolina
$113K