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Invesco Preferred ETF

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
326
Capital Investment Advisory Services
North Carolina
$71.4K +$45 +4 +0.1%
HI
327
Harbour Investments
Wisconsin
$62.6K -$1.07K -96 -2%
PWA
328
Provenance Wealth Advisors
Florida
$62.2K +$15.3K +1,371 +32%
Citigroup
329
Citigroup
New York
$61.3K +$122 +11 +0.2%
TSMHT
330
Thurston Springer Miller Herd & Titak
Indiana
$60.4K +$29.4K +2,637 +94%
BAM
331
Bellevue Asset Management
Washington
$60.1K -$3.34K -300 -5%
AWM
332
Atticus Wealth Management
Florida
$54.5K +$679 +61 +1%
NSIM
333
North Star Investment Management
Illinois
$54.3K
CWM
334
Cedar Wealth Management
California
$49.3K
MEG
335
Millstone Evans Group
Colorado
$48K
ACA
336
Aptus Capital Advisors
Alabama
$46.9K +$1.84K +165 +4%
FUBT
337
First United Bank & Trust
Maryland
$45.2K -$14K -1,255 -24%
PFSC
338
Peoples Financial Services Corp
Pennsylvania
$44.5K
TPWA
339
Twin Peaks Wealth Advisors
California
$44.3K +$44.3K +3,897 New
BTI
340
Blue Trust Inc
Georgia
$43.4K +$7.84K +704 +22%
RL
341
Rogco LP
Oklahoma
$42.4K -$97.9K -8,800 -70%
JEST
342
JTC Employer Solutions Trustee
Jersey
$40K
TCA
343
Trifecta Capital Advisors
Illinois
$39.3K
SA
344
SRH Advisors
Kansas
$39K
M
345
MOTCO
Texas
$38.5K +$38.5K +3,400 New
TAM
346
Townsend Asset Management
North Carolina
$37.2K
CSPIA
347
Cary Street Partners Investment Advisory
Virginia
$36.5K
WSCM
348
Wellington Shields Capital Management
New York
$36.1K
EWA
349
EverSource Wealth Advisors
Alabama
$34.5K
KTC
350
Kentucky Trust Company
Kentucky
$34.3K