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Invesco Preferred ETF
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Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
HNB
4
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
376
Vermillion & White Wealth Management Group
Pennsylvania
$14.9K – – –
PGAM
377
Princeton Global Asset Management
New Jersey
$13.4K – – –
FHA
378
First Horizon Advisors
Tennessee
$13.4K – – –
SL
379
Salomon & Ludwin
Virginia
$13.2K +$270 +24 +2%
RWM
380
Rialto Wealth Management
New York
$12.3K – – –
HWA
381
HHM Wealth Advisors
Tennessee
$12K -$32.9K -2,960 -73%
SS
382
Sunbelt Securities
Texas
$11.2K +$4.8K +416 +75%
FRA
383
Front Row Advisors
California
$11.1K – – –
WTC
384
WhitTier Trust Company
Nevada
$8.78K -$1.89K -170 -18%
SIS
385
Strategic Investment Solutions
Illinois
$8.07K -$24.2K -2,174 -75%
WIM
386
Westside Investment Management
California
$7.84K – – –
RIL
387
Rothschild Investment LLC
Illinois
$7.2K – – –
NECFA
388
New England Capital Financial Advisors
Connecticut
$6.77K +$6.77K +608 New
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$6.34K +$6.34K +570 New
ATC
390
Adirondack Trust Company
New York
$5.57K -$3.34K -300 -38%
RFS
391
Richardson Financial Services
Massachusetts
$5.57K – – –
TCM
392
Traub Capital Management
Massachusetts
$5.57K +$5.57K +500 New
WP
393
WealthShield Partners
North Carolina
$5.06K +$1.65K +148 +48%
WWM
394
Wolff Wiese Magana
California
$5.04K – – –
MA
395
Montag & Associates
Georgia
$5K +$334 +30 +7%
NP
396
NorthRock Partners
Minnesota
$4.98K – – –
SWM
397
Spire Wealth Management
Virginia
$4.91K +$4.91K +441 New
AA
398
Ancora Advisors
Ohio
$3.56K – – –
ADL
399
Asset Dedication LLC
California
$3.34K +$3.34K +300 New
HFS
400
Hantz Financial Services
Michigan
$3K +$3K +314 New
14 15
16
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