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Invesco Preferred ETF
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Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
HNB
4
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
426
Atria Investments
North Carolina
– -$4.45M -396,645 Closed
BIG
427
Boothe Investment Group
Delaware
– -$2.8M -249,835 Closed
SWM
428
StoneCrest Wealth Management
Arizona
– -$1.86M -165,349 Closed
CCM
429
Crew Capital Management
Ohio
– -$1.17M -104,190 Closed
Mirae Asset Global Investments
430
Mirae Asset Global Investments
South Korea
– -$1.13M -100,000 Closed
GS
431
GWN Securities
Florida
– -$782K -71,110 Closed
BA
432
Bristlecone Advisors
Washington
– -$496K -44,180 Closed
NW
433
NewEdge Wealth
Pennsylvania
– -$424K -37,831 Closed
IAIM
434
International Assets Investment Management
Florida
– -$380K -33,879 Closed
PIA
435
Perennial Investment Advisors
California
– -$349K -31,109 Closed
Wolverine Trading
436
Wolverine Trading
Illinois
– -$322K -28,417 Closed
WAG
437
Wiser Advisor Group
Arizona
– -$307K -27,318 Closed
FCA
438
Fortis Capital Advisors
Kansas
– -$284K -25,347 Closed
IAN
439
Integrated Advisors Network
Texas
– -$267K -23,811 Closed
CFMC
440
Curbstone Financial Management Corp
New Hampshire
– -$241K -21,470 Closed
CAM
441
Cresset Asset Management
Illinois
– -$216K -19,217 Closed
BWM
442
BCS Wealth Management
Tennessee
– -$197K -17,587 Closed
FIM
443
FWL Investment Management
Texas
– -$180K -16,000 Closed
EWM
444
Empirical Wealth Management
Washington
– -$162K -14,423 Closed
RDWM
445
Red Door Wealth Management
Tennessee
– -$157K -14,000 Closed
ASN
446
Advisory Services Network
Georgia
– -$151K -13,487 Closed
GS
447
GTS Securities
New York
– -$147K -13,080 Closed
GAA
448
Global Assets Advisory
Florida
– -$140K -12,594 Closed
Fisher Asset Management
449
Fisher Asset Management
Washington
– -$141K -12,527 Closed
PPWM
450
Paragon Private Wealth Management
Kentucky
– -$134K -11,939 Closed
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18
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