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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
SA
351
Strategic Advocates
Utah
$14.8K
PGAM
352
Princeton Global Asset Management
New Jersey
$14K
FHC
353
First Horizon Corporation
Tennessee
$13.9K
SL
354
Salomon & Ludwin
Virginia
$13.7K
PFBT
355
Parkside Financial Bank & Trust
Missouri
$13.3K
RWM
356
Rialto Wealth Management
New York
$12.9K
FRA
357
Front Row Advisors
California
$11.6K
FLFS
358
Family Legacy Financial Solutions
North Carolina
$11.6K
WTC
359
WhitTier Trust Company
Nevada
$9.23K
WIM
360
Westside Investment Management
California
$8.17K
RIL
361
Rothschild Investment LLC
Illinois
$7.5K
NECFA
362
New England Capital Financial Advisors
Connecticut
$7.05K
SS
363
Sunbelt Securities
Texas
$6.47K
HWA
364
HHM Wealth Advisors
Tennessee
$6.26K
ATC
365
Adirondack Trust Company
New York
$5.8K
RFS
366
Richardson Financial Services
Massachusetts
$5.8K
WWM
367
Wolff Wiese Magana
California
$5.25K
SWM
368
Spire Wealth Management
Virginia
$5.12K
RFP
369
Root Financial Partners
California
$4.34K
HFS
370
Hantz Financial Services
Michigan
$4K
AA
371
Ancora Advisors
Ohio
$3.71K
VCM
372
Versant Capital Management
Arizona
$3.48K
PCA
373
Providence Capital Advisors
North Carolina
$2.99K
WA
374
Westfuller Advisors
New York
$2.84K
DAM
375
Delta Asset Management
Tennessee
$1.86K