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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
HNB
4
Huntington National Bank
Ohio
$16M
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$4.45M 396,645 -118,394 -23%
FMB
52
Field & Main Bank
Kentucky
$4.43M 394,423 +28,700 +8%
William Blair & Company
53
William Blair & Company
Illinois
$4.31M 384,558 +323 +0.1%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$4.01M 357,673 -21,827 -6%
KIA
55
KCM Investment Advisors
California
$3.18M 283,644 -59,970 -17%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$3.01M 268,392 -112,746 -30%
FPB
57
First PREMIER Bank
South Dakota
$2.97M 264,662 +2,637 +1%
MWM
58
Modern Wealth Management
Kansas
$2.91M 24,490 +2,190 +10%
APP
59
Avantax Planning Partners
Iowa
$2.89M 257,400 -3,198 -1%
BIG
60
Boothe Investment Group
Delaware
$2.8M 249,835 +27,415 +12%
BAAM
61
Baker Avenue Asset Management
California
$2.8M 249,332 -163,253 -40%
CFP
62
Cascade Financial Partners
California
$2.79M 248,495 +159,432 +179%
KAS
63
Kestra Advisory Services
Texas
$2.55M 227,445 -226,999 -50%
FHB
64
First Hawaiian Bank
Hawaii
$2.53M 225,419 -75,755 -25%
OC
65
Oppenheimer & Co
New York
$2.52M 224,673 +17,817 +9%
Prudential Financial
66
Prudential Financial
New Jersey
$2.43M 202,047 -1,589 -0.8%
KLCM
67
KG&L Capital Management
Louisiana
$2.36M 210,758 +7,915 +4%
WIA
68
World Investment Advisors
California
$2.36M 210,610 +53 +0%
Comerica Bank
69
Comerica Bank
Texas
$2.19M 194,783 -45,524 -19%
IA
70
IFP Advisors
Florida
$2.17M 193,438 -38,205 -16%
WPC
71
White Pine Capital
Minnesota
$2.17M 193,093 +2,977 +2%
HSA
72
HBK Sorce Advisory
Pennsylvania
$2.16M 192,548 -5,786 -3%
SCTC
73
Sanibel Captiva Trust Company
Florida
$2.14M 191,025 -8,130 -4%
PS
74
Principal Securities
Iowa
$2.14M 185,563 +3,873 +2%
SI
75
Stephens Inc
Arkansas
$2.04M 181,797 -59,816 -25%
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