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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 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:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
GRP
51
Global Retirement Partners
California
$3.36M
OC
52
Oppenheimer & Co
New York
$3.3M
BAAM
53
Baker Avenue Asset Management
California
$3.15M
KIA
54
KCM Investment Advisors
California
$3.07M
FHB
55
First Hawaiian Bank
Hawaii
$2.87M
CST
56
Charles Schwab Trust
Nevada
$2.83M
FPB
57
First PREMIER Bank
South Dakota
$2.83M
TPW
58
Transatlantique Private Wealth
New York
$2.54M
Prudential Financial
59
Prudential Financial
New Jersey
$2.41M
KAS
60
Kestra Advisory Services
Texas
$2.4M
SI
61
Stephens Inc
Arkansas
$2.39M
MML Investors Services
62
MML Investors Services
Massachusetts
$2.38M
KLCM
63
KG&L Capital Management
Louisiana
$2.29M
WIA
64
World Investment Advisors
California
$2.23M
SPIA
65
Steward Partners Investment Advisory
New York
$2.23M
WPC
66
White Pine Capital
Minnesota
$2.21M
HSA
67
HBK Sorce Advisory
Pennsylvania
$2.15M
APP
68
Avantax Planning Partners
Iowa
$2.03M
Baird Financial Group
69
Baird Financial Group
Wisconsin
$2M
FAI
70
Fiduciary Advisors Inc
Missouri
$1.98M
Jones Financial Companies
71
Jones Financial Companies
Missouri
$1.96M
AFG
72
Albion Financial Group
Utah
$1.9M
BCI
73
Brinker Capital Investments
Pennsylvania
$1.9M
SKK
74
Shepherd Kaplan Krochuk
Massachusetts
$1.78M
NC
75
NewSquare Capital
Pennsylvania
$1.71M