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Invesco Preferred ETF
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Overview Fund Activity

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.04%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$36.2M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$9.54M
3
Goldman Sachs
Goldman Sachs
New York
+$7.67M
4
LOIP
Live Oak Investment Partners
Texas
+$7.58M
5
LPL Financial
LPL Financial
California
+$5.46M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$49.2M
2
First Trust Advisors
First Trust Advisors
Illinois
-$26.4M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
-$24M
4
HNB
Huntington National Bank
Ohio
-$17.8M
5
QC
Quadrature Capital
United Kingdom
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
326
Cladis Investment Advisory
Montana
$114K – – –
HWA
327
HMV Wealth Advisors
Louisiana
$113K – – –
CHJWM
328
Carlton Hofferkamp & Jenks Wealth Management
Texas
$113K – – –
OFS
329
Orrstown Financial Services
Pennsylvania
$112K – – –
LFASL
330
Lugano Financial Advisors SA (LFA)
Switzerland
$107K +$84.8K +7,555 +383%
GJIA
331
Glass Jacobson Investment Advisors
Maryland
$106K – – –
FDW
332
Fourth Dimension Wealth
Ohio
$101K -$763 -68 -0.8%
UB
333
UMB Bank
Missouri
$93.4K – – –
SAM
334
S.A. Mason
Michigan
$91.5K – – –
CWM
335
Consultiva Wealth Management
Puerto Rico
$90.8K – – –
DSC
336
Duncker Streett & Co
Missouri
$89.8K – – –
RFA
337
Register Financial Advisors
Georgia
$85.4K +$527 +47 +0.6%
NB
338
NBT Bank
New York
$84.4K +$7.01K +625 +9%
US Bancorp
339
US Bancorp
Minnesota
$84.2K -$438 -39 -0.5%
RF
340
Robbins Farley
New Hampshire
$83.8K – – –
AG
341
AmeriFlex Group
Nevada
$76.9K -$11.2K -999 -13%
MSG
342
Main Street Group
Virginia
$76.2K +$23.3K +2,077 +44%
AF
343
Advisornet Financial
Minnesota
$74.6K -$5.61K -500 -7%
PCM
344
Palouse Capital Management
Washington
$74.4K – – –
BSB
345
Bangor Savings Bank
Maine
$72.9K – – –
PA
346
Parallel Advisors
California
$72.9K +$426 +38 +0.6%
CIAS
347
Capital Investment Advisory Services
North Carolina
$72K -$2.36K -210 -3%
CA
348
CoreCap Advisors
Michigan
$68.2K -$2.73M -242,997 -98%
HI
349
Harbour Investments
Wisconsin
$64.2K +$13K +1,161 +25%
BAM
350
Bellevue Asset Management
Washington
$64K -$7.85K -700 -11%
12 13
14
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