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Invesco Preferred ETF

422 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, 114 increasing their positions, 178 reducing their positions, and 59 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:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
JP Morgan Chase
JP Morgan Chase
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
HFS
401
Hantz Financial Services
Michigan
$3K
NL
402
NVWM LLC
Pennsylvania
$2.33K
Group One Trading
403
Group One Trading
Illinois
$2.23K
GM
404
GeoWealth Management
Illinois
$1.91K
DAM
405
Delta Asset Management
Tennessee
$1.78K
AG
406
AmeriFlex Group
Nevada
$1.76K
GSWM
407
Golden State Wealth Management
California
$1.44K
LCM
408
Logan Capital Management
Pennsylvania
$1.06K
KFI
409
Key Financial Inc
Pennsylvania
$1.05K
PCA
410
Providence Capital Advisors
North Carolina
$979
CWP
411
Concord Wealth Partners
Virginia
$890
AUB
412
Atlantic Union Bankshares
Virginia
$801
BC
413
Barrett & Company
Rhode Island
$735
SWIM
414
Smallwood Wealth Investment Management
New Jersey
$690
1NWS
415
1 North Wealth Services
Maryland
$668
BBHC
416
Brown Brothers Harriman & Co
New York
$557
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$557
CAM
418
Costello Asset Management
Pennsylvania
$541
HIA
419
Harbor Investment Advisory
Maryland
$278
PFBT
420
Parkside Financial Bank & Trust
Missouri
$234
GEA
421
Glen Eagle Advisors
New Jersey
$145
NRG
422
Nemes Rush Group
Michigan
$102
AssetMark Inc
423
AssetMark Inc
California
$33
BNP Paribas Financial Markets
424
BNP Paribas Financial Markets
France
$22
LOIP
425
Live Oak Investment Partners
Texas