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Invesco Preferred ETF

422 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
TCOV
401
Trust Company of Vermont
Vermont
$3.26K
PCA
402
Providence Capital Advisors
North Carolina
$2.9K
WA
403
Westfuller Advisors
New York
$2.75K
DAM
404
Delta Asset Management
Tennessee
$1.8K
GSWM
405
Golden State Wealth Management
California
$1.45K
PWAM
406
Private Wealth Asset Management
Iowa
$1.14K
KFI
407
Key Financial Inc
Pennsylvania
$1.06K
CWP
408
Concord Wealth Partners
Virginia
$899
AUB
409
Atlantic Union Bankshares
Virginia
$809
BC
410
Barrett & Company
Rhode Island
$742
1NWS
411
1 North Wealth Services
Maryland
$674
SIC
412
SJS Investment Consulting
Ohio
$596
CAM
413
Costello Asset Management
Pennsylvania
$563
UFPG
414
United Financial Planning Group
New York
$517
WIM
415
Westside Investment Management
California
$360
MA
416
Montag & Associates
Georgia
$338
FHA
417
Flagship Harbor Advisors
Massachusetts
$292
HIA
418
Harbor Investment Advisory
Maryland
$281
CW
419
Curio Wealth
Maryland
$225
KCM
420
Key Capital Management
Tennessee
$45
AssetMark Inc
421
AssetMark Inc
California
$34
EWP
422
Elevation Wealth Partners
California
$12
BlackRock
423
BlackRock
New York
$10
AP
424
Advisors Preferred
Maryland
SG Americas Securities
425
SG Americas Securities
New York