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Invesco Preferred ETF
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Overview Fund Activity

417 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 177 reducing their positions, and 56 closing their positions.

Holders
417
Holders Change
-28
Holders Change %
-6.29%
% of All Funds
5.6%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
113
Reduced
177
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
Morgan Stanley
4
Morgan Stanley
New York
$86.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IFPG
26
Intrepid Financial Planning Group
Indiana
$9.35M 840,224 -14,813 -2%
MCM
27
MAI Capital Management
Ohio
$9.05M 812,895 +231,501 +40%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$9.02M 810,834 -78,452 -9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$8.97M 805,910 -40,114 -5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$8.8M 790,888 -20,240 -2%
CA
31
Clearstead Advisors
Ohio
$8.77M 787,541 +71,504 +10%
FNBTCON
32
First National Bank & Trust Co of Newtown
Pennsylvania
$7.18M 645,312 -3,582 -0.6%
Stifel Financial
33
Stifel Financial
Missouri
$7.02M 630,329 -30,008 -5%
PC
34
Prairiewood Capital
North Dakota
$6.86M 616,576 +1,152 +0.2%
AGA
35
Arkos Global Advisors
Texas
$6.47M 581,671 -37,901 -6%
Truist Financial
36
Truist Financial
North Carolina
$5.97M 535,948 +4,901 +0.9%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$5.92M 531,518 +41,885 +9%
IRC
38
Investors Research Corp
Georgia
$5.36M 481,270 +37,418 +8%
IWC
39
Integrated Wealth Concepts
Massachusetts
$5.33M 478,826 +79,098 +20%
ML
40
McAdam LLC
Pennsylvania
$5.25M 471,310 -16,643 -3%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$5.24M 464,815 -38,057 -8%
SIS
42
Sound Income Strategies
Florida
$5.14M 461,867 -4,754 -1%
PT
43
Plimoth Trust
Massachusetts
$5.04M 453,260 +26,250 +6%
ETC
44
Exchange Traded Concepts
Oklahoma
$4.96M 446,029 +446,029 New
FMB
45
Field & Main Bank
Kentucky
$4.59M 412,187 +17,764 +5%
NCM
46
Noesis Capital Mangement
Florida
$4.54M 407,975 -30,821 -7%
KAS
47
Kestra Advisory Services
Texas
$4.51M 404,876 +177,431 +78%
BCM
48
Bluefin Capital Management
New York
$4.45M 400,000 +380,281 +1,929%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$4.34M 390,385 -21,197 -5%
GWM
50
Geneos Wealth Management
Colorado
$4.16M 373,775 -403,404 -52%
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