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Invesco Preferred ETF

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K
Name Holding Trade Value Shares
Change
Shares
Change %
Group One Trading
426
Group One Trading
Illinois
$2.24K
BBHC
427
Brown Brothers Harriman & Co
New York
$2.08K -$965 -86 -32%
CWP
428
Concord Wealth Partners
Virginia
$1.93K
DAM
429
Delta Asset Management
Tennessee
$1.8K
GSWM
430
Golden State Wealth Management
California
$1.45K
RFA
431
Reyes Financial Architecture
California
$1.21K
MG
432
Mather Group
Illinois
$1.12K +$1.12K +100 New
LCM
433
Logan Capital Management
Pennsylvania
$1.06K +$11 +1 +1%
CAM
434
Costello Asset Management
Pennsylvania
$1.04K +$1.04K +92 New
AssetMark Inc
435
AssetMark Inc
California
$842 -$191 -17 -18%
SSB
436
Sandy Spring Bank
Maryland
$808
BC
437
Barrett & Company
Rhode Island
$740
PA
438
PSI Advisors
Florida
$684 -$942 -84 -58%
1NWS
439
1 North Wealth Services
Maryland
$673 +$673 +60 New
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$662
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$561
HI
442
Horizon Investments
North Carolina
$379
HIA
443
Harbor Investment Advisory
Maryland
$281
PFBT
444
Parkside Financial Bank & Trust
Missouri
$236
GEA
445
Glen Eagle Advisors
New Jersey
$146
SAM
446
Smartleaf Asset Management
Massachusetts
$70
QC
447
Quadrature Capital
United Kingdom
-$15M -1,304,504 Closed
Marshall Wace
448
Marshall Wace
United Kingdom
-$9.97M -864,365 Closed
SAM
449
Synergy Asset Management
Washington
-$3.99M -322,684 Closed
IAA
450
Independent Advisor Alliance
North Carolina
-$839K -72,744 Closed