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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
EB
351
Eastern Bank
Massachusetts
$33.4K
AWM
352
Abound Wealth Management
Tennessee
$33.1K
CT
353
Clearstead Trust
Maine
$31.7K
TH
354
TCTC Holdings
Texas
$30.9K
FFA
355
Founders Financial Alliance
North Carolina
$29.1K
PSB
356
Piscataqua Savings Bank
New Hampshire
$28.7K
WSFS
357
Wilmington Savings Fund Society
Delaware
$28.1K
TF
358
Tompkins Financial
New York
$27.9K
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
CA
362
Crewe Advisors
Utah
$22.8K
TRCT
363
Tower Research Capital (TRC)
New York
$22.4K
NFSG
364
Newbridge Financial Services Group
Florida
$22.3K
Franklin Resources
365
Franklin Resources
California
$22.3K
WCM
366
Winthrop Capital Management
Indiana
$22K
HBW
367
Hazlett, Burt & Watson
West Virginia
$20K
Fidelity Investments
368
Fidelity Investments
Massachusetts
$19.2K
BWM
369
Bernard Wealth Management
Michigan
$18K
LFG
370
Larson Financial Group
Missouri
$17.9K
Deutsche Bank
371
Deutsche Bank
Germany
$17.5K
SWA
372
SOA Wealth Advisors
New York
$17.3K
FGC
373
Financial Gravity Companies
Texas
$16.7K
CFD
374
Creative Financial Designs
Indiana
$16.5K
LBC
375
Lowe Brockenbrough & Co
Virginia
$15.6K