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Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 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:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
VCM
376
Versant Capital Management
Arizona
$3.48K
PCA
377
Providence Capital Advisors
North Carolina
$2.99K
WA
378
Westfuller Advisors
New York
$2.84K
DAM
379
Delta Asset Management
Tennessee
$1.86K
GSWM
380
Golden State Wealth Management
California
$1.5K
LCM
381
Logan Capital Management
Pennsylvania
$1.12K
KFI
382
Key Financial Inc
Pennsylvania
$1.1K
VNA
383
Valley National Advisers
Pennsylvania
$1K
CWP
384
Concord Wealth Partners
Virginia
$928
AUB
385
Atlantic Union Bankshares
Virginia
$835
BC
386
Barrett & Company
Rhode Island
$766
1NWS
387
1 North Wealth Services
Maryland
$696
FWA
388
Flagship Wealth Advisors
Massachusetts
$626
CAM
389
Costello Asset Management
Pennsylvania
$572
MA
390
Montag & Associates
Georgia
$348
HIA
391
Harbor Investment Advisory
Maryland
$290
GEA
392
Glen Eagle Advisors
New Jersey
$151
AssetMark Inc
393
AssetMark Inc
California
$35
EWP
394
Elevation Wealth Partners
California
$12
BlackRock
395
BlackRock
New York
$10
First Trust Advisors
396
First Trust Advisors
Illinois
Renaissance Technologies
397
Renaissance Technologies
New York
CC
398
Centiva Capital
New York
MIFH
399
Migdal Insurance & Financial Holdings
Israel
ETC
400
Exchange Traded Concepts
Oklahoma