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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 %
ACI
451
Alpha Cubed Investments
California
– -$132K -11,752 Closed
HP
452
Hilltop Partners
Indiana
– -$126K -11,250 Closed
BRIA
453
Balanced Rock Investment Advisors
Massachusetts
– -$125K -11,097 Closed
RWIA
454
Roger Wittlin Investment Advisory
California
– -$123K -10,980 Closed
PCIA
455
Prime Capital Investment Advisors
Kansas
– -$121K -10,809 Closed
OPA
456
Old Port Advisors
Maine
– -$119K -10,578 Closed
HWA
457
HMV Wealth Advisors
Louisiana
– -$113K -10,095 Closed
OFS
458
Orrstown Financial Services
Pennsylvania
– -$112K -10,000 Closed
GJIA
459
Glass Jacobson Investment Advisors
Maryland
– -$106K -9,178 Closed
RFA
460
Register Financial Advisors
Georgia
– -$85.4K -7,611 Closed
BCM
461
Basso Capital Management
Connecticut
– -$47.8K -4,258 Closed
SW
462
SVB Wealth
Massachusetts
– -$43.3K -3,860 Closed
RF
463
Roxbury Financial
New Jersey
– -$41.4K -3,546 Closed
RMP
464
Richards, Merrill & Peterson
Washington
– -$33.7K -3,000 Closed
CAL
465
Capital Analysts LLC
Pennsylvania
– -$20K -1,756 Closed
MAS
466
MPWM Advisory Solutions
Georgia
– -$14.3K -1,273 Closed
WB
467
Webster Bank
Connecticut
– -$11.8K -1,052 Closed
FW
468
Fairway Wealth
Ohio
– -$9.74K -868 Closed
IA
469
IFS Advisors
Kansas
– -$4.49K -400 Closed
OPTFSNA
470
Old Point Trust & Financial Services N A
Virginia
– -$3.94K -351 Closed
BF
471
BOK Financial
Oklahoma
– -$3.41K -304 Closed
TC
472
Truvestments Capital
Florida
– -$2.7K -241 Closed
RFA
473
Reyes Financial Architecture
California
– -$1.21K -108 Closed
MG
474
Mather Group
Illinois
– -$1.12K -100 Closed
PA
475
PSI Advisors
Florida
– -$684 -61 Closed
16 17 18
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