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Invesco Preferred ETF

422 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 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

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
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
RWM
301
Rockwood Wealth Management
Pennsylvania
$118K
MC
302
Moors & Cabot
Massachusetts
$118K
FC
303
Financial Council
Maryland
$118K
BTI
304
Blue Trust Inc
Georgia
$116K
Vontobel Holding
305
Vontobel Holding
Switzerland
$115K
CIAS
306
Capital Investment Advisory Services
North Carolina
$113K
BPW
307
BlueDoor Private Wealth
Massachusetts
$113K
LFASL
308
Lugano Financial Advisors SA (LFA)
Switzerland
$107K
SAM
309
S.A. Mason
Michigan
$106K
RF
310
Robbins Farley
New Hampshire
$103K
UB
311
UMB Bank
Missouri
$103K
WSC
312
Wellington Shields & Co
New York
$100K
PWA
313
Provenance Wealth Advisors
Florida
$97.5K
US Bancorp
314
US Bancorp
Minnesota
$92.6K
CWM
315
Consultiva Wealth Management
Puerto Rico
$91K
LFG
316
Larson Financial Group
Missouri
$89.9K
DSC
317
Duncker Streett & Co
Missouri
$89.9K
CTC
318
Central Trust Company
Missouri
$86.1K
CA
319
Crewe Advisors
Utah
$82.4K
NB
320
NBT Bank
New York
$78.9K
RFA
321
Register Financial Advisors
Georgia
$78.7K
WP
322
WealthShield Partners
North Carolina
$76.2K
BONH
323
Bank of New Hampshire
New Hampshire
$75.3K
AF
324
Advisornet Financial
Minnesota
$74.7K
PCM
325
Palouse Capital Management
Washington
$74.5K