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Invesco Preferred ETF
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Overview Fund Activity

417 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 177 reducing their positions, and 56 closing their positions.

Holders
417
Holders Change
-28
Holders Change %
-6.29%
% of All Funds
5.6%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
113
Reduced
177
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
Morgan Stanley
4
Morgan Stanley
New York
$86.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
51
William Blair & Company
Illinois
$4.05M 363,558 -21,000 -5%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$3.51M 315,730 -41,943 -12%
MWM
53
Modern Wealth Management
Kansas
$3.46M 25,839 +1,349 +6%
GRP
54
Global Retirement Partners
California
$3.35M 300,722 +300,722 New
KIA
55
KCM Investment Advisors
California
$3.04M 272,722 -10,922 -4%
OC
56
Oppenheimer & Co
New York
$2.93M 263,178 +38,505 +17%
FPB
57
First PREMIER Bank
South Dakota
$2.85M 255,975 -8,687 -3%
BAAM
58
Baker Avenue Asset Management
California
$2.8M 251,292 +1,960 +0.8%
CST
59
Charles Schwab Trust
Nevada
$2.72M 244,667 +131,429 +116%
Prudential Financial
60
Prudential Financial
New Jersey
$2.53M 210,740 +8,693 +4%
FHB
61
First Hawaiian Bank
Hawaii
$2.47M 222,207 -3,212 -1%
MML Investors Services
62
MML Investors Services
Massachusetts
$2.4M 215,421 -183,175 -46%
Principal Financial Group
63
Principal Financial Group
Iowa
$2.38M 214,012 +162,686 +317%
APP
64
Avantax Planning Partners
Iowa
$2.34M 210,558 -46,842 -18%
KLCM
65
KG&L Capital Management
Louisiana
$2.28M 205,191 -5,567 -3%
CFP
66
Cascade Financial Partners
California
$2.26M 203,478 -45,017 -18%
IA
67
IFP Advisors
Florida
$2.2M 197,955 +4,517 +2%
WPC
68
White Pine Capital
Minnesota
$2.19M 197,193 +4,100 +2%
WIA
69
World Investment Advisors
California
$2.19M 197,073 -13,537 -6%
SI
70
Stephens Inc
Arkansas
$2.17M 195,090 +13,293 +7%
SPIA
71
Steward Partners Investment Advisory
New York
$2.1M 188,700 -333,610 -64%
HSA
72
HBK Sorce Advisory
Pennsylvania
$2.07M 186,413 -6,135 -3%
Comerica Bank
73
Comerica Bank
Texas
$2.05M 183,867 -10,916 -6%
TPW
74
Transatlantique Private Wealth
New York
$2.04M 183,385 +5,159 +3%
SG Americas Securities
75
SG Americas Securities
New York
$2.03M 182,300 +182,300 New
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