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Invesco Preferred ETF

422 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
451
Global Assets Advisory
Florida
Fisher Asset Management
452
Fisher Asset Management
Washington
PPWM
453
Paragon Private Wealth Management
Kentucky
ACI
454
Alpha Cubed Investments
California
HP
455
Hilltop Partners
Indiana
BRIA
456
Balanced Rock Investment Advisors
Massachusetts
RWIA
457
Roger Wittlin Investment Advisory
California
PCIA
458
Prime Capital Investment Advisors
Kansas
OPA
459
Old Port Advisors
Maine
HWA
460
HMV Wealth Advisors
Louisiana
OFS
461
Orrstown Financial Services
Pennsylvania
GJIA
462
Glass Jacobson Investment Advisors
Maryland
RFA
463
Register Financial Advisors
Georgia
BCM
464
Basso Capital Management
Connecticut
SW
465
SVB Wealth
Massachusetts
RF
466
Roxbury Financial
New Jersey
RMP
467
Richards, Merrill & Peterson
Washington
CAL
468
Capital Analysts LLC
Pennsylvania
MAS
469
MPWM Advisory Solutions
Georgia
WB
470
Webster Bank
Connecticut
FW
471
Fairway Wealth
Ohio
NP
472
NorthRock Partners
Minnesota
IA
473
IFS Advisors
Kansas
CAWM
474
Capital A Wealth Management
Pennsylvania
OPTFSNA
475
Old Point Trust & Financial Services N A
Virginia