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Invesco Preferred ETF

422 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, 114 increasing their positions, 178 reducing their positions, and 59 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:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
JP Morgan Chase
JP Morgan Chase
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
KTC
351
Kentucky Trust Company
Kentucky
$34.3K
EB
352
Eastern Bank
Massachusetts
$33.4K
AWM
353
Abound Wealth Management
Tennessee
$33.1K
CT
354
Clearstead Trust
Maine
$31.7K
TH
355
TCTC Holdings
Texas
$30.9K
FFA
356
Founders Financial Alliance
North Carolina
$29.1K
PSB
357
Piscataqua Savings Bank
New Hampshire
$28.7K
WSFS
358
Wilmington Savings Fund Society
Delaware
$28.1K
TF
359
Tompkins Financial
New York
$27.9K
GWANC
360
Guardian Wealth Advisors (North Carolina)
North Carolina
$26.7K
JFG
361
JDM Financial Group
Texas
$26.4K
ME
362
McIlrath & Eck
Washington
$24.2K
CA
363
Crewe Advisors
Utah
$22.8K
TRCT
364
Tower Research Capital (TRC)
New York
$22.4K
Franklin Resources
365
Franklin Resources
California
$22.3K
NFSG
366
Newbridge Financial Services Group
Florida
$22.3K
WCM
367
Winthrop Capital Management
Indiana
$22K
RWA
368
Redmont Wealth Advisors
Illinois
$20.7K
HBW
369
Hazlett, Burt & Watson
West Virginia
$20K
Fidelity Investments
370
Fidelity Investments
Massachusetts
$19.2K
BWM
371
Bernard Wealth Management
Michigan
$18K
LFG
372
Larson Financial Group
Missouri
$17.9K
Deutsche Bank
373
Deutsche Bank
Germany
$17.5K
SWA
374
SOA Wealth Advisors
New York
$17.3K
FGC
375
Financial Gravity Companies
Texas
$16.7K