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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 40 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: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

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