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Invesco Preferred ETF
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Overview Fund Activity

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

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$16.9M
2
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
Cary Street Partners
Virginia
$11.5M
4
CC
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
LPL Financial
California
$76.4M
2
First Trust Advisors
First Trust Advisors
Illinois
$37.6M
3
Bank of America
Bank of America
North Carolina
$719M
4
HNB
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
351
Eastern Bank
Massachusetts
$33.4K – – –
AWM
352
Abound Wealth Management
Tennessee
$33.1K +$33.1K +2,972 New
CT
353
Clearstead Trust
Maine
$31.7K +$31.7K +2,851 New
TH
354
TCTC Holdings
Texas
$30.9K – – –
FFA
355
Founders Financial Alliance
North Carolina
$29.1K +$345 +31 +1%
PSB
356
Piscataqua Savings Bank
New Hampshire
$28.7K -$7.05K -633 -20%
WSFS
357
Wilmington Savings Fund Society
Delaware
$28.1K – – –
TF
358
Tompkins Financial
New York
$27.9K -$924 -83 -3%
GWANC
359
Guardian Wealth Advisors (North Carolina)
North Carolina
$26.7K – – –
JFG
360
JDM Financial Group
Texas
$26.4K – – –
ME
361
McIlrath & Eck
Washington
$24.2K -$2.34K -210 -9%
CA
362
Crewe Advisors
Utah
$22.8K – – –
TRCT
363
Tower Research Capital (TRC)
New York
$22.4K -$924 -83 -4%
Franklin Resources
364
Franklin Resources
California
$22.3K – – –
NFSG
365
Newbridge Financial Services Group
Florida
$22.3K – – –
WCM
366
Winthrop Capital Management
Indiana
$22K +$320 +29 +1%
HBW
367
Hazlett, Burt & Watson
West Virginia
$20K +$281 +25 +1%
Fidelity Investments
368
Fidelity Investments
Massachusetts
$19.2K -$3.9K -350 -17%
BWM
369
Bernard Wealth Management
Michigan
$18K +$134 +12 +0.7%
LFG
370
Larson Financial Group
Missouri
$17.9K +$256 +23 +1%
Deutsche Bank
371
Deutsche Bank
Germany
$17.5K – – –
SWA
372
SOA Wealth Advisors
New York
$17.3K -$8.41K -756 -33%
FGC
373
Financial Gravity Companies
Texas
$16.7K +$16.7K +1,500 New
CFD
374
Creative Financial Designs
Indiana
$16.5K – – –
LBC
375
Lowe Brockenbrough & Co
Virginia
$15.6K +$15.6K +1,400 New
13 14
15
16 17