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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
WTC
376
WhitTier Trust Company
Nevada
$8.92K
KFG
377
Kingdom Financial Group
Arizona
$8.33K
SIS
378
Strategic Investment Solutions
Illinois
$8.15K
TSMHT
379
Thurston Springer Miller Herd & Titak
Indiana
$7.87K
SS
380
Sunbelt Securities
Texas
$7.7K
RIL
381
Rothschild Investment LLC
Illinois
$7.27K
NECFA
382
New England Capital Financial Advisors
Connecticut
$6.83K
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$6.41K
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$6.14K
HWA
385
HHM Wealth Advisors
Tennessee
$6.07K
ATC
386
Adirondack Trust Company
New York
$5.62K
WWM
387
Wolff Wiese Magana
California
$5.09K
SWM
388
Spire Wealth Management
Virginia
$4.96K
SVWA
389
Sarver Vrooman Wealth Advisors
Missouri
$4.83K
Barclays
390
Barclays
United Kingdom
$4.61K
MCM
391
Manchester Capital Management
Vermont
$4.13K
VCM
392
Versant Capital Management
Arizona
$3.37K
TCOV
393
Trust Company of Vermont
Vermont
$3.26K
PCA
394
Providence Capital Advisors
North Carolina
$2.9K
WA
395
Westfuller Advisors
New York
$2.75K
DAM
396
Delta Asset Management
Tennessee
$1.8K
GSWM
397
Golden State Wealth Management
California
$1.45K
PWAM
398
Private Wealth Asset Management
Iowa
$1.14K
KFI
399
Key Financial Inc
Pennsylvania
$1.06K
CWP
400
Concord Wealth Partners
Virginia
$899