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Invesco Preferred ETF
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Overview Fund Activity

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$748M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
3
Goldman Sachs
New York
$21M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
5
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$81.4M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
QC
4
Quadrature Capital
United Kingdom
$0
5
AMG
5
Advisors Management Group
Wisconsin
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
BEI
476
Benjamin Edwards Inc
Missouri
– – -10,285 Closed
TC
477
TownSquare Capital
Utah
– – -10,216 Closed
WS
478
Wedbush Securities
California
– – -10,050 Closed
VHAM
479
Van Hulzen Asset Management
California
– – -8,200 Closed
National Bank of Canada
480
National Bank of Canada
Quebec, Canada
– – -3,625 Closed
Barclays
481
Barclays
United Kingdom
– – -3,000 Closed
RPCA
482
Running Point Capital Advisors
California
– – -2,596 Closed
HWA
483
Heritage Wealth Advisors
Virginia
– – -2,467 Closed
AWM
484
Avior Wealth Management
Nebraska
– – -2,439 Closed
SWM
485
Spire Wealth Management
Virginia
– – -2,087 Closed
FFO
486
Fortitude Family Office
Arizona
– – -1,250 Closed
VWM
487
Venturi Wealth Management
Texas
– – -763 Closed
PFA
488
Pathway Financial Advisers
Indiana
– – -417 Closed
PMFA
489
Plante Moran Financial Advisors
Michigan
– – -395 Closed
T
490
Transce3nd
Texas
– – -275 Closed
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
– – -268 Closed
RCA
492
Runnymede Capital Advisors
Ohio
– – -200 Closed
GM
493
GeoWealth Management
Illinois
– – -172 Closed
CAS
494
Coppell Advisory Solutions
Texas
– – -167 Closed
AP
495
Aspect Partners
Virginia
– – -125 Closed
POIA
496
Pin Oak Investment Advisors
Texas
– – -100 Closed
MCM
497
Mainstream Capital Management
California
– – -73 Closed
HFS
498
Horizon Financial Services
North Carolina
– – – –
CFGS
499
Concourse Financial Group Securities
Alabama
– – – –
16 17 18 19
20