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Invesco Preferred ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
51
William Blair & Company
Illinois
$4.05M -$234K -21,000 -5%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$3.51M -$467K -41,943 -12%
MWM
53
Modern Wealth Management
Kansas
$3.46M +$181K +1,349 +6%
GRP
54
Global Retirement Partners
California
$3.35M +$3.35M +300,722 New
KIA
55
KCM Investment Advisors
California
$3.04M -$122K -10,922 -4%
OC
56
Oppenheimer & Co
New York
$2.93M +$429K +38,505 +17%
FPB
57
First PREMIER Bank
South Dakota
$2.85M -$96.7K -8,687 -3%
BAAM
58
Baker Avenue Asset Management
California
$2.8M +$21.8K +1,960 +0.8%
CST
59
Charles Schwab Trust
Nevada
$2.72M +$1.46M +131,429 +116%
Prudential Financial
60
Prudential Financial
New Jersey
$2.53M +$104K +8,693 +4%
FHB
61
First Hawaiian Bank
Hawaii
$2.47M -$35.8K -3,212 -1%
MML Investors Services
62
MML Investors Services
Massachusetts
$2.4M -$2.04M -183,175 -46%
Principal Financial Group
63
Principal Financial Group
Iowa
$2.38M +$1.81M +162,686 +317%
APP
64
Avantax Planning Partners
Iowa
$2.34M -$521K -46,842 -18%
KLCM
65
KG&L Capital Management
Louisiana
$2.28M -$62K -5,567 -3%
CFP
66
Cascade Financial Partners
California
$2.26M -$501K -45,017 -18%
IA
67
IFP Advisors
Florida
$2.2M +$50.3K +4,517 +2%
WPC
68
White Pine Capital
Minnesota
$2.19M +$45.6K +4,100 +2%
WIA
69
World Investment Advisors
California
$2.19M -$151K -13,537 -6%
SI
70
Stephens Inc
Arkansas
$2.17M +$148K +13,293 +7%
SPIA
71
Steward Partners Investment Advisory
New York
$2.1M -$3.71M -333,610 -64%
HSA
72
HBK Sorce Advisory
Pennsylvania
$2.07M -$68.3K -6,135 -3%
Comerica Bank
73
Comerica Bank
Texas
$2.05M -$121K -10,916 -6%
TPW
74
Transatlantique Private Wealth
New York
$2.04M +$57.4K +5,159 +3%
SG Americas Securities
75
SG Americas Securities
New York
$2.03M +$2.03M +182,300 New