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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 40 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: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
FC
301
Financial Council
Maryland
$118K
BTI
302
Blue Trust Inc
Georgia
$116K
Vontobel Holding
303
Vontobel Holding
Switzerland
$115K
CIAS
304
Capital Investment Advisory Services
North Carolina
$113K
BPW
305
BlueDoor Private Wealth
Massachusetts
$113K
LFASL
306
Lugano Financial Advisors SA (LFA)
Switzerland
$107K
SAM
307
S.A. Mason
Michigan
$106K
RF
308
Robbins Farley
New Hampshire
$103K
UB
309
UMB Bank
Missouri
$103K
WSC
310
Wellington Shields & Co
New York
$100K
PWA
311
Provenance Wealth Advisors
Florida
$97.5K
US Bancorp
312
US Bancorp
Minnesota
$92.6K
CWM
313
Consultiva Wealth Management
Puerto Rico
$91K
LFG
314
Larson Financial Group
Missouri
$89.9K
DSC
315
Duncker Streett & Co
Missouri
$89.9K
CTC
316
Central Trust Company
Missouri
$86.1K
CA
317
Crewe Advisors
Utah
$82.4K
NB
318
NBT Bank
New York
$78.9K
RFA
319
Register Financial Advisors
Georgia
$78.7K
WP
320
WealthShield Partners
North Carolina
$76.2K
BONH
321
Bank of New Hampshire
New Hampshire
$75.3K
AF
322
Advisornet Financial
Minnesota
$74.7K
PCM
323
Palouse Capital Management
Washington
$74.5K
PA
324
Parallel Advisors
California
$74.3K
FDW
325
Fourth Dimension Wealth
Ohio
$74.2K