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Invesco Preferred ETF

414 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 422414 (-8)

10% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 139

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
414
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
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
401
Dunhill Financial
United Kingdom
$990
CW
402
Curio Wealth
Maryland
$860
AUB
403
Atlantic Union Bankshares
Virginia
$783
TWM
404
TopTier Wealth Management
Wisconsin
$729
BC
405
Barrett & Company
Rhode Island
$718
1NWS
406
1 North Wealth Services
Maryland
$653
PWPS
407
Pinnacle Wealth Planning Services
Ohio
$577
CAM
408
Costello Asset Management
Pennsylvania
$553
WIM
409
Westside Investment Management
California
$348
MA
410
Montag & Associates
Georgia
$327
HIA
411
Harbor Investment Advisory
Maryland
$272
PCA
412
PMV Capital Advisers
Texas
$172
AssetMark Inc
413
AssetMark Inc
California
$33
EWP
414
Elevation Wealth Partners
California
$12
BlackRock
415
BlackRock
New York
$10
PF
416
PlanVest Financial
Maryland
$1
First Trust Advisors
417
First Trust Advisors
Illinois
MSWM
418
Mader & Shannon Wealth Management
Missouri
QC
419
Quadrature Capital
United Kingdom
GWMR
420
GC Wealth Management RIA
Massachusetts
Renaissance Technologies
421
Renaissance Technologies
New York
IA
422
Integrity Alliance
Iowa
Mirae Asset Global Investments
423
Mirae Asset Global Investments
South Korea
VAS
424
Vestmark Advisory Solutions
Massachusetts
FFN
425
Focus Financial Network
Minnesota