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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
26
Intrepid Financial Planning Group
Indiana
$8.03M
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$7.66M
PC
28
Prairiewood Capital
North Dakota
$7.6M
FNBTCON
29
First National Bank & Trust Co of Newtown
Pennsylvania
$7.36M
Stifel Financial
30
Stifel Financial
Missouri
$6.99M
MWM
31
Manske Wealth Management
Texas
$6.91M
AP
32
Advisors Preferred
Maryland
$6.43M
Truist Financial
33
Truist Financial
North Carolina
$6.21M
IRC
34
Investors Research Corp
Georgia
$5.9M
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$5.85M
ML
36
McAdam LLC
Pennsylvania
$5.42M
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$5.42M
PT
38
Plimoth Trust
Massachusetts
$5.33M
AGA
39
Arkos Global Advisors
Texas
$5.25M
IWC
40
Integrated Wealth Concepts
Massachusetts
$5.19M
SIS
41
Sound Income Strategies
Florida
$4.99M
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$4.91M
FMB
43
Field & Main Bank
Kentucky
$4.78M
William Blair & Company
44
William Blair & Company
Illinois
$4.76M
NCM
45
Noesis Capital Mangement
Florida
$4.72M
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$4.52M
SG Americas Securities
47
SG Americas Securities
New York
$4.44M
GWM
48
Geneos Wealth Management
Colorado
$4.28M
MWM
49
Modern Wealth Management
Kansas
$3.79M
HA
50
Harfst & Associates
Wyoming
$3.55M