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Invesco Preferred ETF

421 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
26
Intrepid Financial Planning Group
Indiana
$9.35M
MCM
27
MAI Capital Management
Ohio
$9.05M
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$9.02M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$8.97M
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$8.8M
CA
31
Clearstead Advisors
Ohio
$8.77M
FNBTCON
32
First National Bank & Trust Co of Newtown
Pennsylvania
$7.18M
Stifel Financial
33
Stifel Financial
Missouri
$7.02M
PC
34
Prairiewood Capital
North Dakota
$6.86M
AGA
35
Arkos Global Advisors
Texas
$6.47M
Truist Financial
36
Truist Financial
North Carolina
$5.97M
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$5.92M
IRC
38
Investors Research Corp
Georgia
$5.36M
IWC
39
Integrated Wealth Concepts
Massachusetts
$5.33M
ML
40
McAdam LLC
Pennsylvania
$5.25M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$5.24M
SIS
42
Sound Income Strategies
Florida
$5.14M
PT
43
Plimoth Trust
Massachusetts
$5.04M
ETC
44
Exchange Traded Concepts
Oklahoma
$4.96M
FMB
45
Field & Main Bank
Kentucky
$4.59M
NCM
46
Noesis Capital Mangement
Florida
$4.54M
KAS
47
Kestra Advisory Services
Texas
$4.51M
BCM
48
Bluefin Capital Management
New York
$4.45M
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$4.34M
GWM
50
Geneos Wealth Management
Colorado
$4.16M