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Invesco Preferred ETF
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Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$16.9M
2
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
Cary Street Partners
Virginia
$11.5M
4
CC
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
LPL Financial
California
$76.4M
2
First Trust Advisors
First Trust Advisors
Illinois
$37.6M
3
Bank of America
Bank of America
North Carolina
$719M
4
HNB
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
476
O'Shaughnessy Asset Management
Connecticut
– -$662 -59 Closed
HI
477
Horizon Investments
North Carolina
– -$379 -34 Closed
SAM
478
Smartleaf Asset Management
Massachusetts
– -$70 -6 Closed
16 17 18 19
20