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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
FDW
301
Fourth Dimension Wealth
Ohio
$76.6K
ANBT
302
American National Bank & Trust
Texas
$76.2K
BSB
303
Bangor Savings Bank
Maine
$75.4K
PA
304
Parallel Advisors
California
$74.9K
ASN
305
Advisory Services Network
Georgia
$69.8K
PWA
306
Provenance Wealth Advisors
Florida
$64.9K
Citigroup
307
Citigroup
New York
$63.8K
BAM
308
Bellevue Asset Management
Washington
$62.9K
MSG
309
Main Street Group
Virginia
$58.9K
NSIM
310
North Star Investment Management
Illinois
$56.6K
CWM
311
Cedar Wealth Management
California
$51.4K
MEG
312
Millstone Evans Group
Colorado
$50.1K
ACA
313
Aptus Capital Advisors
Alabama
$48.7K
BTI
314
Blue Trust Inc
Georgia
$48.6K
PFSC
315
Peoples Financial Services Corp
Pennsylvania
$46.4K
WP
316
WealthShield Partners
North Carolina
$45.1K
RL
317
Rogco LP
Oklahoma
$44.1K
JEST
318
JTC Employer Solutions Trustee
Jersey
$42K
SA
319
SRH Advisors
Kansas
$40.6K
TAM
320
Townsend Asset Management
North Carolina
$38.8K
CSPIA
321
Cary Street Partners Investment Advisory
Virginia
$38K
WSCM
322
Wellington Shields Capital Management
New York
$37.6K
FUBT
323
First United Bank & Trust
Maryland
$36.9K
EWA
324
EverSource Wealth Advisors
Alabama
$36K
KTC
325
Kentucky Trust Company
Kentucky
$35.7K