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Invesco Preferred ETF

421 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, 113 increasing their positions, 178 reducing their positions, and 57 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:

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

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