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Invesco Preferred ETF

401 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0% less capital invested

Capital invested by funds: $1.95B → $1.94B (-$9.58M)

1.03% less ownership

Funds ownership: 49.73%48.7% (-1%)

6% less funds holding

Funds holding: 427401 (-26)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
401
Holders Change
-26
Holders Change %
-6.09%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
118
Reduced
154
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$9.15M -$192K -16,787 -2%
IFPG
27
Intrepid Financial Planning Group
Indiana
$8.03M -$1.7M -148,131 -18%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.66M -$1.5M -130,770 -17%
PC
29
Prairiewood Capital
North Dakota
$7.6M +$440K +38,446 +6%
FNBTCON
30
First National Bank & Trust Co of Newtown
Pennsylvania
$7.36M -$123K -10,732 -2%
Stifel Financial
31
Stifel Financial
Missouri
$6.99M -$314K -27,420 -4%
MWM
32
Manske Wealth Management
Texas
$6.91M +$460K +40,190 +7%
AP
33
Advisors Preferred
Maryland
$6.43M +$6.27M +547,692 New
Truist Financial
34
Truist Financial
North Carolina
$6.21M -$5.28K -461 -0.1%
IRC
35
Investors Research Corp
Georgia
$5.9M +$309K +26,969 +6%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$5.85M -$312K -27,274 -5%
ML
37
McAdam LLC
Pennsylvania
$5.42M -$47.5K -4,147 -0.9%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$5.42M -$7.89K -689 -0.1%
PT
39
Plimoth Trust
Massachusetts
$5.33M +$73.4K +6,410 +1%
AGA
40
Arkos Global Advisors
Texas
$5.25M -$1.48M -129,310 -22%
IWC
41
Integrated Wealth Concepts
Massachusetts
$5.19M -$358K -31,229 -7%
SIS
42
Sound Income Strategies
Florida
$4.99M -$354K -30,923 -7%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$4.91M +$1.23M +107,209 +34%
FMB
44
Field & Main Bank
Kentucky
$4.78M +$527 +46 +0%
William Blair & Company
45
William Blair & Company
Illinois
$4.76M +$532K +46,472 +13%
NCM
46
Noesis Capital Mangement
Florida
$4.72M -$15.3K -1,338 -0.3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$4.52M -$7.49K -654 -0.2%
SG Americas Securities
48
SG Americas Securities
New York
$4.44M +$2.3M +200,531 +110%
GWM
49
Geneos Wealth Management
Colorado
$4.28M -$51.3K -4,481 -1%
MWM
50
Modern Wealth Management
Kansas
$3.79M +$664 +58 +0.2%