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Invesco Preferred ETF

423 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$4.28M -$758K -66,468 -15%
GWM
52
Geneos Wealth Management
Colorado
$4.06M -$96.5K -8,463 -2%
William Blair & Company
53
William Blair & Company
Illinois
$3.92M -$696K -61,053 -15%
MWM
54
Modern Wealth Management
Kansas
$3.85M +$3.44K +302 +1%
CFG
55
Compass Financial Group
Ohio
$3.77M +$3.82M +335,068 New
BAAM
56
Baker Avenue Asset Management
California
$3.35M +$293K +25,692 +9%
CAP
57
Cordoba Advisory Partners
New York
$3.29M +$3.34M +292,922 New
TPW
58
Transatlantique Private Wealth
New York
$3.03M +$585K +51,310 +23%
FHB
59
First Hawaiian Bank
Hawaii
$2.95M +$173K +15,173 +6%
KIA
60
KCM Investment Advisors
California
$2.89M -$87.2K -7,647 -3%
CST
61
Charles Schwab Trust
Nevada
$2.71M -$35.8K -3,138 -1%
SPIA
62
Steward Partners Investment Advisory
New York
$2.51M +$362K +31,730 +17%
MG
63
Marex Group
$2.47M +$2.51M +220,021 New
Prudential Financial
64
Prudential Financial
New Jersey
$2.46M +$134K +11,745 +6%
GRP
65
Global Retirement Partners
California
$2.44M -$825K -72,309 -25%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.43M +$118K +10,325 +5%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.41M +$1.64M +143,376 +201%
FPB
68
First PREMIER Bank
South Dakota
$2.4M -$354K -31,023 -13%
HSA
69
HBK Sorce Advisory
Pennsylvania
$2.31M +$217K +18,991 +10%
UBS AM
70
UBS AM
Illinois
$2.3M +$2.33M +204,352 New
WIA
71
World Investment Advisors
California
$2.26M +$97.7K +8,570 +4%
KLCM
72
KG&L Capital Management
Louisiana
$2.24M +$12.2K +1,068 +0.5%
SI
73
Stephens Inc
Arkansas
$2.21M -$114K -9,970 -5%
WPC
74
White Pine Capital
Minnesota
$2.21M +$65.6K +5,756 +3%
GAM
75
Gotham Asset Management
New York
$2.04M +$678K +59,491 +49%