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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
VW
276
Vantus Wealth
Pennsylvania
$138K
FNBT
277
FineMark National Bank & Trust
Florida
$137K
SOS
278
Silver Oak Securities
Tennessee
$136K
TSS
279
Two Sigma Securities
New York
$135K
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$134K
USWIA
281
UP Strategic Wealth Investment Advisors
Pennsylvania
$133K
AWM
282
AE Wealth Management
Kansas
$132K
GIA
283
Gladstone Institutional Advisory
Florida
$132K
WIM
284
WealthPlan Investment Management
Nebraska
$132K
MIA
285
MainStreet Investment Advisors
Illinois
$130K
ACM
286
Adalta Capital Management
New York
$130K
Brown Advisory
287
Brown Advisory
Maryland
$129K
EH
288
Equitable Holdings
New York
$128K
CCA
289
Conestoga Capital Advisors
Pennsylvania
$128K
CLA
290
Carnegie Lake Advisors
New Jersey
$126K
FAG
291
Fortitude Advisory Group
Washington
$124K
KFAS
292
Keating Financial Advisory Services
Kansas
$124K
RG
293
Rathbones Group
United Kingdom
$124K
PG
294
Prostatis Group
Maryland
$123K
BWM
295
BCS Wealth Management
Tennessee
$121K
MSFS
296
Main Street Financial Solutions
Pennsylvania
$120K
UCFA
297
United Capital Financial Advisors
Texas
$119K
FI
298
Financial Insights
Washington
$119K
RWM
299
Rockwood Wealth Management
Pennsylvania
$118K
MC
300
Moors & Cabot
Massachusetts
$118K