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Invesco Preferred ETF

423 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
451
Advisory Services Network
Georgia
-$69.8K -6,015 Closed
Citigroup
452
Citigroup
New York
-$63.8K -5,500 Closed
MSG
453
Main Street Group
Virginia
-$58.9K -5,077 Closed
TAM
454
Townsend Asset Management
North Carolina
-$38.8K -3,345 Closed
TRCT
455
Tower Research Capital (TRC)
New York
-$32K -2,759 Closed
KPP
456
Kings Path Partners
Texas
-$23.2K -2,000 Closed
HBW
457
Hazlett, Burt & Watson
West Virginia
-$21K -1,803 Closed
Qube Research & Technologies (QRT)
458
Qube Research & Technologies (QRT)
United Kingdom
-$20.1K -1,736 Closed
PFBT
459
Parkside Financial Bank & Trust
Missouri
-$13.3K -1,150 Closed
FLFS
460
Family Legacy Financial Solutions
North Carolina
-$11.6K -1,000 Closed
SWP
461
SIMA Wealth Partners
Virginia
-$5.1K -440 Closed
RFP
462
Root Financial Partners
California
-$4.34K -374 Closed
HFS
463
Hantz Financial Services
Michigan
-$4K -314 Closed
VNA
464
Valley National Advisers
Pennsylvania
-$1K -148 Closed
LCM
465
Logan Capital Management
Pennsylvania
-$1.12K -97 Closed
FWA
466
Flagship Wealth Advisors
Massachusetts
-$626 -54 Closed
GEA
467
Glen Eagle Advisors
New Jersey
-$151 -13 Closed
HDIM
468
Hanson & Doremus Investment Management
Vermont
+$285 +25 New