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Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 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:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
CFD
351
Creative Financial Designs
Indiana
$17.2K
LBC
352
Lowe Brockenbrough & Co
Virginia
$16.2K
BWM
353
Bernard Wealth Management
Michigan
$16.1K
VWWMG
354
Vermillion & White Wealth Management Group
Pennsylvania
$15.5K
SA
355
Strategic Advocates
Utah
$14.8K
PGAM
356
Princeton Global Asset Management
New Jersey
$14K
FHC
357
First Horizon Corporation
Tennessee
$13.9K
SL
358
Salomon & Ludwin
Virginia
$13.7K
PFBT
359
Parkside Financial Bank & Trust
Missouri
$13.3K
RWM
360
Rialto Wealth Management
New York
$12.9K
FRA
361
Front Row Advisors
California
$11.6K
FLFS
362
Family Legacy Financial Solutions
North Carolina
$11.6K
WTC
363
WhitTier Trust Company
Nevada
$9.23K
SIS
364
Strategic Investment Solutions
Illinois
$8.41K
WIM
365
Westside Investment Management
California
$8.17K
RIL
366
Rothschild Investment LLC
Illinois
$7.5K
NECFA
367
New England Capital Financial Advisors
Connecticut
$7.05K
SS
368
Sunbelt Securities
Texas
$6.47K
HWA
369
HHM Wealth Advisors
Tennessee
$6.26K
ATC
370
Adirondack Trust Company
New York
$5.8K
RFS
371
Richardson Financial Services
Massachusetts
$5.8K
WWM
372
Wolff Wiese Magana
California
$5.25K
SWM
373
Spire Wealth Management
Virginia
$5.12K
RFP
374
Root Financial Partners
California
$4.34K
HFS
375
Hantz Financial Services
Michigan
$4K