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Invesco Preferred ETF

421 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
326
Capital Investment Advisory Services
North Carolina
$71.4K
HI
327
Harbour Investments
Wisconsin
$62.6K
PWA
328
Provenance Wealth Advisors
Florida
$62.2K
Citigroup
329
Citigroup
New York
$61.3K
TSMHT
330
Thurston Springer Miller Herd & Titak
Indiana
$60.4K
BAM
331
Bellevue Asset Management
Washington
$60.1K
AWM
332
Atticus Wealth Management
Florida
$54.5K
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
FUBT
337
First United Bank & Trust
Maryland
$45.2K
PFSC
338
Peoples Financial Services Corp
Pennsylvania
$44.5K
TPWA
339
Twin Peaks Wealth Advisors
California
$44.3K
BTI
340
Blue Trust Inc
Georgia
$43.4K
RL
341
Rogco LP
Oklahoma
$42.4K
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
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