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Invesco Preferred ETF

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Shares
Change %
MC
301
Moors & Cabot
Massachusetts
$118K -$5.33K -479 -4%
WB
302
WesBanco Bank
West Virginia
$117K
CHJWM
303
Carlton Hofferkamp & Jenks Wealth Management
Texas
$116K
FA
304
Flagstar Advisors
New York
$116K -$671K -60,283 -85%
SWA
305
Stratos Wealth Advisors
Ohio
$115K -$1.71K -154 -1%
Vontobel Holding
306
Vontobel Holding
Switzerland
$114K
CIA
307
Cladis Investment Advisory
Montana
$113K
CL
308
Choreo LLC
Illinois
$112K +$112K +10,026 New
SAM
309
S.A. Mason
Michigan
$111K +$19.8K +1,775 +22%
LFASL
310
Lugano Financial Advisors SA (LFA)
Switzerland
$106K
BONH
311
Bank of New Hampshire
New Hampshire
$102K -$17.8K -1,600 -15%
UB
312
UMB Bank
Missouri
$92.7K
GI
313
GAMMA Investing
California
$91.9K -$300K -26,991 -77%
CWM
314
Consultiva Wealth Management
Puerto Rico
$90.1K
DSC
315
Duncker Streett & Co
Missouri
$89K
US Bancorp
316
US Bancorp
Minnesota
$87K +$3.46K +311 +4%
NB
317
NBT Bank
New York
$83.8K
RF
318
Robbins Farley
New Hampshire
$83.2K
FDW
319
Fourth Dimension Wealth
Ohio
$78.9K -$21.2K -1,907 -21%
MSG
320
Main Street Group
Virginia
$75.1K -$545 -49 -0.7%
AF
321
Advisornet Financial
Minnesota
$74K
PCM
322
Palouse Capital Management
Washington
$73.8K
CA
323
CoreCap Advisors
Michigan
$72.5K +$4.84K +435 +7%
BSB
324
Bangor Savings Bank
Maine
$72.3K
PA
325
Parallel Advisors
California
$71.9K -$423 -38 -0.6%