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Invesco Preferred ETF

421 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, 113 increasing their positions, 178 reducing their positions, and 57 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:

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
JPMorgan Chase & Co
JPMorgan Chase & Co
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
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
RWM
380
Rialto Wealth Management
New York
$12.3K
HWA
381
HHM Wealth Advisors
Tennessee
$12K
SS
382
Sunbelt Securities
Texas
$11.2K
FRA
383
Front Row Advisors
California
$11.1K
WTC
384
WhitTier Trust Company
Nevada
$8.78K
SIS
385
Strategic Investment Solutions
Illinois
$8.07K
WIM
386
Westside Investment Management
California
$7.83K
RIL
387
Rothschild Investment LLC
Illinois
$7.2K
NECFA
388
New England Capital Financial Advisors
Connecticut
$6.77K
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$6.34K
ATC
390
Adirondack Trust Company
New York
$5.57K
RFS
391
Richardson Financial Services
Massachusetts
$5.57K
TCM
392
Traub Capital Management
Massachusetts
$5.57K
WP
393
WealthShield Partners
North Carolina
$5.06K
WWM
394
Wolff Wiese Magana
California
$5.04K
MA
395
Montag & Associates
Georgia
$5K
NP
396
NorthRock Partners
Minnesota
$4.97K
SWM
397
Spire Wealth Management
Virginia
$4.91K
AA
398
Ancora Advisors
Ohio
$3.56K
ADL
399
Asset Dedication LLC
California
$3.34K
HFS
400
Hantz Financial Services
Michigan
$3K