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Invesco Preferred ETF

423 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
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 -$234K -20,499 -3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$8.52M -$637K -55,853 -7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$8.46M -$421K -36,896 -5%
TLP
29
Trinity Legacy Partners
Texas
$8.07M +$7.98M +699,756 +3,866%
PC
30
Prairiewood Capital
North Dakota
$7.37M +$7.12K +624 +0.1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$6.79M -$637K -55,869 -8%
FNBTCON
32
First National Bank & Trust Co of Newtown
Pennsylvania
$6.77M -$367K -32,180 -5%
QC
33
Quadrature Capital
United Kingdom
$6.75M +$5.33M +467,219 +350%
MWM
34
Manske Wealth Management
Texas
$6.63M -$68.8K -6,035 -1%
IFPG
35
Intrepid Financial Planning Group
Indiana
$6.62M -$1.17M -102,682 -15%
Principal Financial Group
36
Principal Financial Group
Iowa
$6.41M +$6.51M +570,695 New
Stifel Financial
37
Stifel Financial
Missouri
$6.35M -$438K -38,373 -6%
IRC
38
Investors Research Corp
Georgia
$6.08M +$368K +32,282 +6%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$6.07M +$410K +35,981 +7%
Truist Financial
40
Truist Financial
North Carolina
$5.84M -$180K -15,810 -3%
Creative Planning
41
Creative Planning
Kansas
$5.81M -$4.13M -362,243 -41%
SIS
42
Sound Income Strategies
Florida
$5.3M +$369K +32,385 +8%
ML
43
McAdam LLC
Pennsylvania
$5.29M +$38.1K +3,337 +0.7%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.01M -$238K -20,853 -4%
PT
45
Plimoth Trust
Massachusetts
$4.94M -$227K -19,925 -4%
NCM
46
Noesis Capital Mangement
Florida
$4.57M +$3.18K +279 +0.1%
AGA
47
Arkos Global Advisors
Texas
$4.53M -$566K -49,663 -11%
FMB
48
Field & Main Bank
Kentucky
$4.45M -$185K -16,218 -4%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$4.4M -$431K -37,780 -9%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$4.31M -$75.1K -6,586 -2%