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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
AG
326
AmeriFlex Group
Nevada
$49.8K
CWM
327
Cedar Wealth Management
California
$49.8K
MEG
328
Millstone Evans Group
Colorado
$48.5K
ACA
329
Aptus Capital Advisors
Alabama
$45.4K
PFSC
330
Peoples Financial Services Corp
Pennsylvania
$45K
PWPS
331
Pinnacle Wealth Planning Services
Ohio
$44.2K
RL
332
Rogco LP
Oklahoma
$42.8K
JEST
333
JTC Employer Solutions Trustee
Jersey
$41K
SA
334
SRH Advisors
Kansas
$39.3K
GWSG
335
GPS Wealth Strategies Group
Colorado
$38.2K
FUBT
336
First United Bank & Trust
Maryland
$37K
KTC
337
Kentucky Trust Company
Kentucky
$34.6K
EB
338
Eastern Bank
Massachusetts
$33.7K
CFO
339
CVA Family Office
Colorado
$32K
Fidelity Investments
340
Fidelity Investments
Massachusetts
$32K
RA
341
Ransom Advisory
Rhode Island
$31.5K
TH
342
TCTC Holdings
Texas
$31.2K
WSCM
343
Wellington Shields Capital Management
New York
$30.8K
PSB
344
Piscataqua Savings Bank
New Hampshire
$29K
WSFS
345
Wilmington Savings Fund Society
Delaware
$28.4K
TCM
346
Triumph Capital Management
Colorado
$27.6K
ME
347
McIlrath & Eck
Washington
$26.8K
JFG
348
JDM Financial Group
Texas
$26.6K
FFA
349
Founders Financial Alliance
North Carolina
$25.2K
AA
350
Ancora Advisors
Ohio
$23.6K