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Invesco Preferred ETF

413 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

2% less funds holding

Funds holding: 422413 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
413
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
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
301
Capital Investment Advisory Services
North Carolina
$89.4K
CWM
302
Consultiva Wealth Management
Puerto Rico
$88.1K
DSC
303
Duncker Streett & Co
Missouri
$87K
LFG
304
Larson Financial Group
Missouri
$87K
RFA
305
Register Financial Advisors
Georgia
$84.9K
AWM
306
AE Wealth Management
Kansas
$83.8K
CTC
307
Central Trust Company
Missouri
$83.4K
CA
308
Crewe Advisors
Utah
$79.7K
CA
309
CoreCap Advisors
Michigan
$77.4K
NB
310
NBT Bank
New York
$76.4K
FDW
311
Fourth Dimension Wealth
Ohio
$73.5K
BONH
312
Bank of New Hampshire
New Hampshire
$72.9K
AF
313
Advisornet Financial
Minnesota
$72.4K
PA
314
Parallel Advisors
California
$71.9K
BSB
315
Bangor Savings Bank
Maine
$70.7K
BAM
316
Bellevue Asset Management
Washington
$59.5K
EWA
317
EverSource Wealth Advisors
Alabama
$59.2K
ASN
318
Advisory Services Network
Georgia
$57.4K
PCM
319
Palouse Capital Management
Washington
$55.5K
MSG
320
Main Street Group
Virginia
$55.2K
IAIM
321
International Assets Investment Management
Florida
$53.2K
NSIM
322
North Star Investment Management
Illinois
$53.1K
GAA
323
Global Assets Advisory
Florida
$52.4K
B
324
Bayban
Minnesota
$50K
WP
325
WealthShield Partners
North Carolina
$49.5K