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Invesco Preferred ETF

423 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 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

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
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Versant Capital Management
Arizona
$3.37K
TCOV
402
Trust Company of Vermont
Vermont
$3.26K +$3.31K +290 New
PCA
403
Providence Capital Advisors
North Carolina
$2.9K
WA
404
Westfuller Advisors
New York
$2.75K
DAM
405
Delta Asset Management
Tennessee
$1.8K
GSWM
406
Golden State Wealth Management
California
$1.45K
PWAM
407
Private Wealth Asset Management
Iowa
$1.14K +$1.15K +101 New
KFI
408
Key Financial Inc
Pennsylvania
$1.06K
CWP
409
Concord Wealth Partners
Virginia
$899
AUB
410
Atlantic Union Bankshares
Virginia
$809
BC
411
Barrett & Company
Rhode Island
$742
1NWS
412
1 North Wealth Services
Maryland
$674
SIC
413
SJS Investment Consulting
Ohio
$596 +$604 +53 New
CAM
414
Costello Asset Management
Pennsylvania
$563 +$11 +1 +2%
UFPG
415
United Financial Planning Group
New York
$517 +$525 +46 New
WIM
416
Westside Investment Management
California
$360 -$7.66K -672 -95%
MA
417
Montag & Associates
Georgia
$338
FHA
418
Flagship Harbor Advisors
Massachusetts
$292 +$296 +26 New
HIA
419
Harbor Investment Advisory
Maryland
$281
CW
420
Curio Wealth
Maryland
$225 +$228 +20 New
KCM
421
Key Capital Management
Tennessee
$45 +$46 +4 New
AssetMark Inc
422
AssetMark Inc
California
$34
EWP
423
Elevation Wealth Partners
California
$12
BlackRock
424
BlackRock
New York
$10
AP
425
Advisors Preferred
Maryland
-$6.43M -547,692 Closed