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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
NFSG
351
Newbridge Financial Services Group
Florida
$23.3K
WCM
352
Winthrop Capital Management
Indiana
$23K
CSPIA
353
Cary Street Partners Investment Advisory
Virginia
$22.5K
CB
354
Community Bank
New York
$21.2K
GI
355
GAMMA Investing
California
$21K
RWA
356
Redmont Wealth Advisors
Illinois
$20.9K
PGAM
357
Princeton Global Asset Management
New Jersey
$18.3K
SWA
358
SOA Wealth Advisors
New York
$18K
Deutsche Bank
359
Deutsche Bank
Germany
$17.6K
FGAM
360
Financial Gravity Asset Management
Texas
$16.9K
GWM
361
Gilpin Wealth Management
Colorado
$16.9K
CFD
362
Creative Financial Designs
Indiana
$16.6K
OC
363
Optima Capital
Oregon
$16.1K
LBC
364
Lowe Brockenbrough & Co
Virginia
$15.7K
BWM
365
Bernard Wealth Management
Michigan
$15.7K
RFS
366
Richardson Financial Services
Massachusetts
$15.1K
SAG
367
SageView Advisory Group
California
$14.4K
SA
368
Strategic Advocates
Utah
$14.3K
FHC
369
First Horizon Corporation
Tennessee
$13.5K
VWWMG
370
Vermillion & White Wealth Management Group
Pennsylvania
$13.5K
SL
371
Salomon & Ludwin
Virginia
$13.2K
RWM
372
Rialto Wealth Management
New York
$12.5K
FRA
373
Front Row Advisors
California
$11.2K
AFC
374
Ares Financial Consulting
California
$10.9K
SAM
375
Smartleaf Asset Management
Massachusetts
$10.3K