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Invesco Preferred ETF

414 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 422414 (-8)

10% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 139

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
351
N.E.W. Advisory Services
Wisconsin
$21.8K
AWM
352
Ameliora Wealth Management
Switzerland
$18.6K
SWA
353
SOA Wealth Advisors
New York
$17.7K
Deutsche Bank
354
Deutsche Bank
Germany
$17.1K
GWM
355
Gilpin Wealth Management
Colorado
$16.3K
FGAM
356
Financial Gravity Asset Management
Texas
$16.3K
BCWM
357
Bartlett & Co Wealth Management
Ohio
$16.2K
CFD
358
Creative Financial Designs
Indiana
$16.1K
BWM
359
Bernard Wealth Management
Michigan
$15.3K
LBC
360
Lowe Brockenbrough & Co
Virginia
$15.2K
NRG
361
Nemes Rush Group
Michigan
$13.6K
FHC
362
First Horizon Corporation
Tennessee
$13.1K
SL
363
Salomon & Ludwin
Virginia
$12.9K
Fidelity Investments
364
Fidelity Investments
Massachusetts
$12.2K
RWM
365
Rialto Wealth Management
New York
$12.1K
S
366
SignatureFD
Georgia
$11.8K
SWM
367
SHP Wealth Management
Massachusetts
$10.9K
FRA
368
Front Row Advisors
California
$10.9K
AFC
369
Ares Financial Consulting
California
$10.6K
TPWA
370
Twin Peaks Wealth Advisors
California
$10.1K
SAM
371
Smartleaf Asset Management
Massachusetts
$9.99K
GI
372
GAMMA Investing
California
$9.15K
KCM
373
Key Capital Management
Tennessee
$8.99K
KFG
374
Kingdom Financial Group
Arizona
$8.19K
LAS
375
Lloyd Advisory Services
Georgia
$8.19K