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Invesco Preferred ETF

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Shares
Change %
IFPG
26
Intrepid Financial Planning Group
Indiana
$9.35M -$165K -14,813 -2%
MCM
27
MAI Capital Management
Ohio
$9.05M +$2.58M +231,501 +40%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$9.02M -$873K -78,452 -9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$8.97M -$446K -40,114 -5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$8.8M -$225K -20,240 -2%
CA
31
Clearstead Advisors
Ohio
$8.77M +$796K +71,504 +10%
FNBTCON
32
First National Bank & Trust Co of Newtown
Pennsylvania
$7.18M -$39.9K -3,582 -0.6%
Stifel Financial
33
Stifel Financial
Missouri
$7.02M -$334K -30,008 -5%
PC
34
Prairiewood Capital
North Dakota
$6.86M +$12.8K +1,152 +0.2%
AGA
35
Arkos Global Advisors
Texas
$6.47M -$422K -37,901 -6%
Truist Financial
36
Truist Financial
North Carolina
$5.97M +$54.5K +4,901 +0.9%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$5.92M +$466K +41,885 +9%
IRC
38
Investors Research Corp
Georgia
$5.36M +$416K +37,418 +8%
IWC
39
Integrated Wealth Concepts
Massachusetts
$5.33M +$880K +79,098 +20%
ML
40
McAdam LLC
Pennsylvania
$5.25M -$185K -16,643 -3%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$5.24M -$429K -38,057 -8%
SIS
42
Sound Income Strategies
Florida
$5.14M -$52.9K -4,754 -1%
PT
43
Plimoth Trust
Massachusetts
$5.04M +$292K +26,250 +6%
ETC
44
Exchange Traded Concepts
Oklahoma
$4.96M +$4.96M +446,029 New
FMB
45
Field & Main Bank
Kentucky
$4.59M +$198K +17,764 +5%
NCM
46
Noesis Capital Mangement
Florida
$4.54M -$343K -30,821 -7%
KAS
47
Kestra Advisory Services
Texas
$4.51M +$1.97M +177,431 +78%
BCM
48
Bluefin Capital Management
New York
$4.45M +$4.23M +380,281 +1,929%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$4.34M -$236K -21,197 -5%
GWM
50
Geneos Wealth Management
Colorado
$4.16M -$4.49M -403,404 -52%