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Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$9.15M
IFPG
27
Intrepid Financial Planning Group
Indiana
$8.03M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.66M
PC
29
Prairiewood Capital
North Dakota
$7.6M
FNBTCON
30
First National Bank & Trust Co of Newtown
Pennsylvania
$7.36M
Stifel Financial
31
Stifel Financial
Missouri
$6.99M
MWM
32
Manske Wealth Management
Texas
$6.91M
AP
33
Advisors Preferred
Maryland
$6.43M
Truist Financial
34
Truist Financial
North Carolina
$6.21M
IRC
35
Investors Research Corp
Georgia
$5.9M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$5.85M
ML
37
McAdam LLC
Pennsylvania
$5.42M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$5.42M
PT
39
Plimoth Trust
Massachusetts
$5.33M
AGA
40
Arkos Global Advisors
Texas
$5.25M
IWC
41
Integrated Wealth Concepts
Massachusetts
$5.19M
SIS
42
Sound Income Strategies
Florida
$4.99M
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$4.91M
FMB
44
Field & Main Bank
Kentucky
$4.78M
William Blair & Company
45
William Blair & Company
Illinois
$4.76M
NCM
46
Noesis Capital Mangement
Florida
$4.72M
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$4.52M
SG Americas Securities
48
SG Americas Securities
New York
$4.44M
GWM
49
Geneos Wealth Management
Colorado
$4.28M
MWM
50
Modern Wealth Management
Kansas
$3.79M