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Invesco Preferred ETF
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Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
HNB
4
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
401
NVWM LLC
Pennsylvania
$2.33K – – –
Group One Trading
402
Group One Trading
Illinois
$2.23K – – –
GM
403
GeoWealth Management
Illinois
$1.91K +$1.91K +172 New
DAM
404
Delta Asset Management
Tennessee
$1.78K – – –
AG
405
AmeriFlex Group
Nevada
$1.76K -$74.5K -6,693 -98%
GSWM
406
Golden State Wealth Management
California
$1.44K – – –
LCM
407
Logan Capital Management
Pennsylvania
$1.06K +$11 +1 +1%
KFI
408
Key Financial Inc
Pennsylvania
$1.05K +$1.05K +94 New
PCA
409
Providence Capital Advisors
North Carolina
$979 +$979 +88 New
CWP
410
Concord Wealth Partners
Virginia
$890 -$1.02K -92 -53%
AUB
411
Atlantic Union Bankshares
Virginia
$801 +$801 +72 New
BC
412
Barrett & Company
Rhode Island
$735 – – –
1NWS
413
1 North Wealth Services
Maryland
$668 – – –
BBHC
414
Brown Brothers Harriman & Co
New York
$557 -$1.5K -135 -73%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$557 – – –
CAM
416
Costello Asset Management
Pennsylvania
$541 -$475 -43 -47%
HIA
417
Harbor Investment Advisory
Maryland
$278 – – –
PFBT
418
Parkside Financial Bank & Trust
Missouri
$234 – – –
GEA
419
Glen Eagle Advisors
New Jersey
$145 – – –
NRG
420
Nemes Rush Group
Michigan
$102 +$102 +9 New
AssetMark Inc
421
AssetMark Inc
California
$33 -$792 -72 -96%
BNP Paribas Financial Markets
422
BNP Paribas Financial Markets
France
$22 +$22 +2 New
LOIP
423
Live Oak Investment Partners
Texas
– -$7.58M -675,578 Closed
GWAG
424
Garrett Wealth Advisory Group
Texas
– -$5.99M -534,289 Closed
Jane Street
425
Jane Street
New York
– -$4.71M -420,120 Closed
15 16
17
18 19