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Invesco Preferred ETF

421 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
301
Moors & Cabot
Massachusetts
$118K
WB
302
WesBanco Bank
West Virginia
$117K
CHJWM
303
Carlton Hofferkamp & Jenks Wealth Management
Texas
$116K
FA
304
Flagstar Advisors
New York
$116K
SWA
305
Stratos Wealth Advisors
Ohio
$115K
Vontobel Holding
306
Vontobel Holding
Switzerland
$114K
CIA
307
Cladis Investment Advisory
Montana
$113K
CL
308
Choreo LLC
Illinois
$112K
SAM
309
S.A. Mason
Michigan
$111K
LFASL
310
Lugano Financial Advisors SA (LFA)
Switzerland
$106K
BONH
311
Bank of New Hampshire
New Hampshire
$102K
UB
312
UMB Bank
Missouri
$92.7K
GI
313
GAMMA Investing
California
$91.9K
CWM
314
Consultiva Wealth Management
Puerto Rico
$90.1K
DSC
315
Duncker Streett & Co
Missouri
$89K
US Bancorp
316
US Bancorp
Minnesota
$87K
NB
317
NBT Bank
New York
$83.8K
RF
318
Robbins Farley
New Hampshire
$83.2K
FDW
319
Fourth Dimension Wealth
Ohio
$78.9K
MSG
320
Main Street Group
Virginia
$75.1K
AF
321
Advisornet Financial
Minnesota
$74K
PCM
322
Palouse Capital Management
Washington
$73.8K
CA
323
CoreCap Advisors
Michigan
$72.5K
BSB
324
Bangor Savings Bank
Maine
$72.3K
PA
325
Parallel Advisors
California
$71.9K