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Invesco Preferred ETF

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.04%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K
Name Holding Trade Value Shares
Change
Shares
Change %
WSC
301
Wellington Shields & Co
New York
$140K
GAA
302
Global Assets Advisory
Florida
$140K +$140K +12,594 New
BPA
303
Beacon Pointe Advisors
California
$139K -$2.77K -247 -2%
KA
304
Kovack Advisors
Florida
$138K +$2.11K +188 +2%
JF
305
Joule Financial
Kentucky
$137K -$57.9K -5,156 -30%
FNBT
306
FineMark National Bank & Trust
Florida
$137K
CPC
307
Cookson Peirce & Co
Pennsylvania
$136K +$550 +49 +0.4%
PPWM
308
Paragon Private Wealth Management
Kentucky
$134K -$141K -12,571 -51%
ACI
309
Alpha Cubed Investments
California
$132K +$132K +11,752 New
SBIA
310
Sheaff Brock Investment Advisors
Indiana
$128K -$191K -17,000 -60%
UCFA
311
United Capital Financial Advisors
Texas
$128K -$4.56K -406 -3%
CFS
312
Coordinated Financial Services
Colorado
$127K +$1.49K +133 +1%
HP
313
Hilltop Partners
Indiana
$126K -$6.6K -588 -5%
PG
314
Prostatis Group
Maryland
$125K +$11 +1 +0%
BRIA
315
Balanced Rock Investment Advisors
Massachusetts
$125K -$6.61K -589 -5%
MC
316
Moors & Cabot
Massachusetts
$124K -$292 -26 -0.2%
RG
317
Rathbones Group
United Kingdom
$123K
RWIA
318
Roger Wittlin Investment Advisory
California
$123K +$1.8K +160 +1%
PCIA
319
Prime Capital Investment Advisors
Kansas
$121K +$121K +10,809 New
BONH
320
Bank of New Hampshire
New Hampshire
$121K
FAG
321
Fortitude Advisory Group
Washington
$120K +$22 +2 +0%
OPA
322
Old Port Advisors
Maine
$119K -$8.45K -753 -7%
WB
323
WesBanco Bank
West Virginia
$118K +$1.48K +132 +1%
SWA
324
Stratos Wealth Advisors
Ohio
$118K -$1.61K -143 -1%
Vontobel Holding
325
Vontobel Holding
Switzerland
$115K