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Invesco Preferred ETF

401 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0% less capital invested

Capital invested by funds: $1.95B → $1.94B (-$9.58M)

1.03% less ownership

Funds ownership: 49.73%48.7% (-1%)

6% less funds holding

Funds holding: 427401 (-26)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
401
Holders Change
-26
Holders Change %
-6.09%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
118
Reduced
154
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Bluefin Capital Management
New York
$3.7M -$4.14M -361,072 -90%
HA
52
Harfst & Associates
Wyoming
$3.55M +$3.51M +306,267 New
GRP
53
Global Retirement Partners
California
$3.36M -$128K -11,175 -4%
OC
54
Oppenheimer & Co
New York
$3.3M +$248K +21,692 +8%
BAAM
55
Baker Avenue Asset Management
California
$3.15M +$237K +20,688 +8%
KIA
56
KCM Investment Advisors
California
$3.07M -$90.6K -7,909 -3%
FHB
57
First Hawaiian Bank
Hawaii
$2.87M +$288K +25,131 +11%
CST
58
Charles Schwab Trust
Nevada
$2.83M -$5.8K -506 -0.2%
FPB
59
First PREMIER Bank
South Dakota
$2.83M -$135K -11,794 -5%
TPW
60
Transatlantique Private Wealth
New York
$2.54M +$404K +35,307 +19%
Prudential Financial
61
Prudential Financial
New Jersey
$2.41M -$38.8K -3,391 -2%
KAS
62
Kestra Advisory Services
Texas
$2.4M -$2.27M -197,905 -49%
SI
63
Stephens Inc
Arkansas
$2.39M +$128K +11,133 +6%
MML Investors Services
64
MML Investors Services
Massachusetts
$2.38M -$114K -9,993 -5%
IA
65
IFP Advisors
Florida
$2.34M +$40.4K +3,530 +2%
KLCM
66
KG&L Capital Management
Louisiana
$2.29M -$84.4K -7,367 -4%
WIA
67
World Investment Advisors
California
$2.23M -$56.7K -4,946 -3%
SPIA
68
Steward Partners Investment Advisory
New York
$2.23M +$37.5K +3,276 +2%
WPC
69
White Pine Capital
Minnesota
$2.21M -$77.1K -6,733 -3%
HSA
70
HBK Sorce Advisory
Pennsylvania
$2.15M -$16K -1,396 -0.7%
APP
71
Avantax Planning Partners
Iowa
$2.03M -$410K -35,816 -17%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$2M +$31.1K +2,715 +2%
FAI
73
Fiduciary Advisors Inc
Missouri
$1.98M +$334K +29,118 +21%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$1.96M +$13.6K +1,183 +0.7%
AFG
75
Albion Financial Group
Utah
$1.9M +$32.2K +2,807 +2%