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Invesco Preferred ETF

422 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$4.16M
William Blair & Company
52
William Blair & Company
Illinois
$4.05M
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$3.51M
MWM
54
Modern Wealth Management
Kansas
$3.39M
GRP
55
Global Retirement Partners
California
$3.35M
KIA
56
KCM Investment Advisors
California
$3.04M
OC
57
Oppenheimer & Co
New York
$2.93M
FPB
58
First PREMIER Bank
South Dakota
$2.85M
BAAM
59
Baker Avenue Asset Management
California
$2.8M
CST
60
Charles Schwab Trust
Nevada
$2.72M
Prudential Financial
61
Prudential Financial
New Jersey
$2.53M
FHB
62
First Hawaiian Bank
Hawaii
$2.47M
MML Investors Services
63
MML Investors Services
Massachusetts
$2.4M
Principal Financial Group
64
Principal Financial Group
Iowa
$2.38M
APP
65
Avantax Planning Partners
Iowa
$2.34M
KLCM
66
KG&L Capital Management
Louisiana
$2.28M
CFP
67
Cascade Financial Partners
California
$2.26M
IA
68
IFP Advisors
Florida
$2.2M
WPC
69
White Pine Capital
Minnesota
$2.19M
WIA
70
World Investment Advisors
California
$2.19M
SI
71
Stephens Inc
Arkansas
$2.17M
SPIA
72
Steward Partners Investment Advisory
New York
$2.1M
HSA
73
HBK Sorce Advisory
Pennsylvania
$2.07M
Comerica Bank
74
Comerica Bank
Texas
$2.05M
TPW
75
Transatlantique Private Wealth
New York
$2.04M