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Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 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:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
NB
301
NBT Bank
New York
$80K
CA
302
CoreCap Advisors
Michigan
$79.9K
AF
303
Advisornet Financial
Minnesota
$77.1K
PCM
304
Palouse Capital Management
Washington
$76.9K
FDW
305
Fourth Dimension Wealth
Ohio
$76.6K
ANBT
306
American National Bank & Trust
Texas
$76.2K
BSB
307
Bangor Savings Bank
Maine
$75.4K
PA
308
Parallel Advisors
California
$74.9K
ASN
309
Advisory Services Network
Georgia
$69.8K
PWA
310
Provenance Wealth Advisors
Florida
$64.9K
Citigroup
311
Citigroup
New York
$63.8K
BAM
312
Bellevue Asset Management
Washington
$62.9K
MSG
313
Main Street Group
Virginia
$58.9K
NSIM
314
North Star Investment Management
Illinois
$56.6K
CWM
315
Cedar Wealth Management
California
$51.4K
MEG
316
Millstone Evans Group
Colorado
$50.1K
ACA
317
Aptus Capital Advisors
Alabama
$48.7K
BTI
318
Blue Trust Inc
Georgia
$48.6K
PFSC
319
Peoples Financial Services Corp
Pennsylvania
$46.4K
WP
320
WealthShield Partners
North Carolina
$45.1K
RL
321
Rogco LP
Oklahoma
$44.1K
JEST
322
JTC Employer Solutions Trustee
Jersey
$42K
SA
323
SRH Advisors
Kansas
$40.6K
TAM
324
Townsend Asset Management
North Carolina
$38.8K
CSPIA
325
Cary Street Partners Investment Advisory
Virginia
$38K