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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$8.72M
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$8.52M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$8.46M
TLP
29
Trinity Legacy Partners
Texas
$8.07M
PC
30
Prairiewood Capital
North Dakota
$7.37M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$6.79M
FNBTCON
32
First National Bank & Trust Co of Newtown
Pennsylvania
$6.77M
QC
33
Quadrature Capital
United Kingdom
$6.75M
MWM
34
Manske Wealth Management
Texas
$6.63M
IFPG
35
Intrepid Financial Planning Group
Indiana
$6.62M
Principal Financial Group
36
Principal Financial Group
Iowa
$6.41M
Stifel Financial
37
Stifel Financial
Missouri
$6.35M
IRC
38
Investors Research Corp
Georgia
$6.08M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$6.07M
Truist Financial
40
Truist Financial
North Carolina
$5.84M
Creative Planning
41
Creative Planning
Kansas
$5.81M
SIS
42
Sound Income Strategies
Florida
$5.3M
ML
43
McAdam LLC
Pennsylvania
$5.29M
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.01M
PT
45
Plimoth Trust
Massachusetts
$4.94M
NCM
46
Noesis Capital Mangement
Florida
$4.57M
AGA
47
Arkos Global Advisors
Texas
$4.53M
FMB
48
Field & Main Bank
Kentucky
$4.45M
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$4.4M
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$4.31M