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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 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:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
ISB
401
Iowa State Bank
Iowa
BA
402
Brightwater Advisory
Florida
FHA
403
Flagship Harbor Advisors
Massachusetts
BWG
404
Beta Wealth Group
California
AAP
405
Arax Advisory Partners
Colorado
BAM
406
Belpointe Asset Management
Nevada
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
CAP
408
Columbia Advisory Partners
Washington
LEFP
409
Leading Edge Financial Planning
Tennessee
KWA
410
Kingswood Wealth Advisors
California
UCB
411
United Community Bank
South Carolina
MG
412
Marex Group
KA
413
Kovack Advisors
Florida
BPA
414
Beacon Pointe Advisors
California
MFG
415
Merit Financial Group
Georgia
MC
416
Moors & Cabot
Massachusetts
FA
417
Flagstar Advisors
New York
CHJWM
418
Carlton Hofferkamp & Jenks Wealth Management
Texas
SWA
419
Stratos Wealth Advisors
Ohio
CIA
420
Cladis Investment Advisory
Montana
CL
421
Choreo LLC
Illinois
TSMHT
422
Thurston Springer Miller Herd & Titak
Indiana
AWM
423
Atticus Wealth Management
Florida
TPWA
424
Twin Peaks Wealth Advisors
California
TCA
425
Trifecta Capital Advisors
Illinois