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Invesco Preferred ETF

414 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 422414 (-8)

10% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 139

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
414
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
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Provenance Wealth Advisors
Florida
$94.4K
CIAS
302
Capital Investment Advisory Services
North Carolina
$89.4K
CWM
303
Consultiva Wealth Management
Puerto Rico
$88.1K
LFG
304
Larson Financial Group
Missouri
$87K
DSC
305
Duncker Streett & Co
Missouri
$87K
RFA
306
Register Financial Advisors
Georgia
$84.9K
AWM
307
AE Wealth Management
Kansas
$83.8K
CTC
308
Central Trust Company
Missouri
$83.4K
CA
309
Crewe Advisors
Utah
$79.7K
CA
310
CoreCap Advisors
Michigan
$77.4K
NB
311
NBT Bank
New York
$76.4K
FDW
312
Fourth Dimension Wealth
Ohio
$73.5K
BONH
313
Bank of New Hampshire
New Hampshire
$72.9K
AF
314
Advisornet Financial
Minnesota
$72.4K
PA
315
Parallel Advisors
California
$71.9K
BSB
316
Bangor Savings Bank
Maine
$70.7K
BAM
317
Bellevue Asset Management
Washington
$59.5K
EWA
318
EverSource Wealth Advisors
Alabama
$59.2K
ASN
319
Advisory Services Network
Georgia
$57.4K
PCM
320
Palouse Capital Management
Washington
$55.5K
MSG
321
Main Street Group
Virginia
$55.2K
IAIM
322
International Assets Investment Management
Florida
$53.2K
NSIM
323
North Star Investment Management
Illinois
$53.1K
GAA
324
Global Assets Advisory
Florida
$52.4K
B
325
Bayban
Minnesota
$50K