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Invesco Preferred ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$748M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
Goldman Sachs
New York
$21M
4
LOIP
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
First Trust Advisors
Illinois
$81.4M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
HNB
Huntington National Bank
Ohio
$16M
5
QC
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
451
Foundations Investment Advisors
Arizona
– -$745K -64,614 Closed
DL
452
DOHJ LLC
Washington
– -$608K -52,707 Closed
Citadel Advisors
453
Citadel Advisors
Florida
– -$512K -44,407 Closed
PAS
454
Park Avenue Securities
New York
– -$446K -38,714 Closed
TCM
455
Tradewinds Capital Management
Washington
– -$396K -34,304 Closed
AT
456
American Trust
Kentucky
– -$279K -24,193 Closed
MIA
457
MainStreet Investment Advisors
Illinois
– -$264K -22,872 Closed
LIA
458
LS Investment Advisors
Michigan
– -$258K -22,405 Closed
PA
459
Perennial Advisors
New York
– -$240K -20,852 Closed
HWM
460
Howard Wealth Management
Connecticut
– -$198K -17,187 Closed
PI
461
PFG Investments
New York
– -$194K -16,824 Closed
FTUS
462
Flow Traders U.S.
New York
– -$192K -16,616 Closed
EFG
463
Ehrlich Financial Group
California
– -$189K -16,387 Closed
SC
464
Sierra Capital
Florida
– -$177K -15,343 Closed
WAG
465
Wallace Advisory Group
California
– -$187K -15,129 Closed
CF
466
Centaurus Financial
California
– -$158K -13,716 Closed
CWM
467
Collaborative Wealth Management
Florida
– -$146K -12,629 Closed
EWA
468
EP Wealth Advisors
California
– -$139K -12,061 Closed
HIS
469
Harvest Investment Services
Illinois
– -$136K -11,790 Closed
DAS
470
Dynamic Advisor Solutions
Arizona
– -$132K -11,460 Closed
LF
471
Lantz Financial
Illinois
– -$131K -11,353 Closed
EW
472
Elyxium Wealth
California
– -$130K -11,296 Closed
BFG
473
Bleakley Financial Group
New Jersey
– -$126K -10,907 Closed
BC
474
Burney Company
Virginia
– -$121K -10,465 Closed
SF
475
Synovus Financial
Georgia
– -$119K -10,295 Closed
16 17 18
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