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Invesco Preferred ETF

422 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
376
Creative Financial Designs
Indiana
$16.5K
LBC
377
Lowe Brockenbrough & Co
Virginia
$15.6K
VWWMG
378
Vermillion & White Wealth Management Group
Pennsylvania
$14.9K
PGAM
379
Princeton Global Asset Management
New Jersey
$13.4K
FHA
380
First Horizon Advisors
Tennessee
$13.4K
SL
381
Salomon & Ludwin
Virginia
$13.2K
RWM
382
Rialto Wealth Management
New York
$12.3K
HWA
383
HHM Wealth Advisors
Tennessee
$12K
SS
384
Sunbelt Securities
Texas
$11.2K
FRA
385
Front Row Advisors
California
$11.1K
WTC
386
WhitTier Trust Company
Nevada
$8.78K
SIS
387
Strategic Investment Solutions
Illinois
$8.07K
WIM
388
Westside Investment Management
California
$7.83K
RIL
389
Rothschild Investment LLC
Illinois
$7.2K
NECFA
390
New England Capital Financial Advisors
Connecticut
$6.77K
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$6.34K
ATC
392
Adirondack Trust Company
New York
$5.57K
RFS
393
Richardson Financial Services
Massachusetts
$5.57K
TCM
394
Traub Capital Management
Massachusetts
$5.57K
WP
395
WealthShield Partners
North Carolina
$5.06K
WWM
396
Wolff Wiese Magana
California
$5.04K
MA
397
Montag & Associates
Georgia
$5K
SWM
398
Spire Wealth Management
Virginia
$4.91K
AA
399
Ancora Advisors
Ohio
$3.56K
ADL
400
Asset Dedication LLC
California
$3.34K