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Invesco Preferred ETF

423 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
301
Rockwood Wealth Management
Pennsylvania
$118K +$120K +10,535 New
MC
302
Moors & Cabot
Massachusetts
$118K +$120K +10,496 New
FC
303
Financial Council
Maryland
$118K +$119K +10,479 New
BTI
304
Blue Trust Inc
Georgia
$116K +$70.1K +6,149 +147%
Vontobel Holding
305
Vontobel Holding
Switzerland
$115K
CIAS
306
Capital Investment Advisory Services
North Carolina
$113K -$513 -45 -0.4%
BPW
307
BlueDoor Private Wealth
Massachusetts
$113K +$114K +10,030 New
LFASL
308
Lugano Financial Advisors SA (LFA)
Switzerland
$107K
SAM
309
S.A. Mason
Michigan
$106K -$5.7K -500 -5%
RF
310
Robbins Farley
New Hampshire
$103K +$17.2K +1,509 +20%
UB
311
UMB Bank
Missouri
$103K +$9.07K +795 +10%
WSC
312
Wellington Shields & Co
New York
$100K -$40K -3,505 -28%
PWA
313
Provenance Wealth Advisors
Florida
$97.5K +$35.2K +3,086 +55%
US Bancorp
314
US Bancorp
Minnesota
$92.6K
CWM
315
Consultiva Wealth Management
Puerto Rico
$91K
LFG
316
Larson Financial Group
Missouri
$89.9K -$52.3K -4,590 -36%
DSC
317
Duncker Streett & Co
Missouri
$89.9K
CTC
318
Central Trust Company
Missouri
$86.1K -$39.2K -3,434 -31%
CA
319
Crewe Advisors
Utah
$82.4K
NB
320
NBT Bank
New York
$78.9K +$1.37K +120 +2%
RFA
321
Register Financial Advisors
Georgia
$78.7K +$79.9K +7,004 New
WP
322
WealthShield Partners
North Carolina
$76.2K +$33K +2,896 +75%
BONH
323
Bank of New Hampshire
New Hampshire
$75.3K -$5.7K -500 -7%
AF
324
Advisornet Financial
Minnesota
$74.7K
PCM
325
Palouse Capital Management
Washington
$74.5K