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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 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:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
GSWM
376
Golden State Wealth Management
California
$1.5K
LCM
377
Logan Capital Management
Pennsylvania
$1.12K
KFI
378
Key Financial Inc
Pennsylvania
$1.1K
VNA
379
Valley National Advisers
Pennsylvania
$1K
CWP
380
Concord Wealth Partners
Virginia
$928
AUB
381
Atlantic Union Bankshares
Virginia
$835
BC
382
Barrett & Company
Rhode Island
$766
1NWS
383
1 North Wealth Services
Maryland
$696
FWA
384
Flagship Wealth Advisors
Massachusetts
$626
CAM
385
Costello Asset Management
Pennsylvania
$572
MA
386
Montag & Associates
Georgia
$348
HIA
387
Harbor Investment Advisory
Maryland
$290
GEA
388
Glen Eagle Advisors
New Jersey
$151
AssetMark Inc
389
AssetMark Inc
California
$35
EWP
390
Elevation Wealth Partners
California
$12
BlackRock
391
BlackRock
New York
$10
First Trust Advisors
392
First Trust Advisors
Illinois
Renaissance Technologies
393
Renaissance Technologies
New York
CC
394
Centiva Capital
New York
MIFH
395
Migdal Insurance & Financial Holdings
Israel
ETC
396
Exchange Traded Concepts
Oklahoma
Principal Financial Group
397
Principal Financial Group
Iowa
Tudor Investment Corp
398
Tudor Investment Corp
Connecticut
QCM
399
Quantinno Capital Management
New York
SWMG
400
Sanchez Wealth Management Group
Florida