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Invesco Preferred ETF

421 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, 113 increasing their positions, 178 reducing their positions, and 57 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:

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
JPMorgan Chase & Co
JPMorgan Chase & Co
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
PPWM
451
Paragon Private Wealth Management
Kentucky
ACI
452
Alpha Cubed Investments
California
HP
453
Hilltop Partners
Indiana
BRIA
454
Balanced Rock Investment Advisors
Massachusetts
RWIA
455
Roger Wittlin Investment Advisory
California
PCIA
456
Prime Capital Investment Advisors
Kansas
OPA
457
Old Port Advisors
Maine
HWA
458
HMV Wealth Advisors
Louisiana
OFS
459
Orrstown Financial Services
Pennsylvania
GJIA
460
Glass Jacobson Investment Advisors
Maryland
RFA
461
Register Financial Advisors
Georgia
BCM
462
Basso Capital Management
Connecticut
SW
463
SVB Wealth
Massachusetts
RF
464
Roxbury Financial
New Jersey
RMP
465
Richards, Merrill & Peterson
Washington
CAL
466
Capital Analysts LLC
Pennsylvania
MAS
467
MPWM Advisory Solutions
Georgia
WB
468
Webster Bank
Connecticut
FW
469
Fairway Wealth
Ohio
IA
470
IFS Advisors
Kansas
CAWM
471
Capital A Wealth Management
Pennsylvania
OPTFSNA
472
Old Point Trust & Financial Services N A
Virginia
BF
473
BOK Financial
Oklahoma
TC
474
Truvestments Capital
Florida
RFA
475
Reyes Financial Architecture
California