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Invesco Preferred ETF

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
6.05%
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
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
351
Citigroup
New York
$61.7K -$449 -40 -0.7%
FUBT
352
First United Bank & Trust
Maryland
$59.6K -$125K -11,165 -68%
NSIM
353
North Star Investment Management
Illinois
$54.7K
AWM
354
Atticus Wealth Management
Florida
$54.2K -$216K -19,234 -80%
CWM
355
Cedar Wealth Management
California
$49.7K
MEG
356
Millstone Evans Group
Colorado
$48.4K
BCM
357
Basso Capital Management
Connecticut
$47.8K
PWA
358
Provenance Wealth Advisors
Florida
$47.3K +$47.3K +4,220 New
ACA
359
Aptus Capital Advisors
Alabama
$45.4K +$3.38K +301 +8%
HWA
360
HHM Wealth Advisors
Tennessee
$45.3K +$483 +43 +1%
PFSC
361
Peoples Financial Services Corp
Pennsylvania
$44.9K
SW
362
SVB Wealth
Massachusetts
$43.3K +$43.3K +3,860 New
RF
363
Roxbury Financial
New Jersey
$41.4K +$315 +27 +0.8%
JEST
364
JTC Employer Solutions Trustee
Jersey
$41K
TCA
365
Trifecta Capital Advisors
Illinois
$39.7K
SA
366
SRH Advisors
Kansas
$39.3K
TAM
367
Townsend Asset Management
North Carolina
$37.5K
CSPIA
368
Cary Street Partners Investment Advisory
Virginia
$36.8K
WSCM
369
Wellington Shields Capital Management
New York
$36.4K
PSB
370
Piscataqua Savings Bank
New Hampshire
$36K -$14.8K -1,319 -29%
BTI
371
Blue Trust Inc
Georgia
$35.8K +$12.4K +1,103 +53%
EWA
372
EverSource Wealth Advisors
Alabama
$34.8K
KTC
373
Kentucky Trust Company
Kentucky
$34.6K
RMP
374
Richards, Merrill & Peterson
Washington
$33.7K
EB
375
Eastern Bank
Massachusetts
$33.7K