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Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Harfst & Associates
Wyoming
$3.55M
GRP
52
Global Retirement Partners
California
$3.36M
OC
53
Oppenheimer & Co
New York
$3.3M
BAAM
54
Baker Avenue Asset Management
California
$3.15M
KIA
55
KCM Investment Advisors
California
$3.07M
FHB
56
First Hawaiian Bank
Hawaii
$2.87M
CST
57
Charles Schwab Trust
Nevada
$2.83M
FPB
58
First PREMIER Bank
South Dakota
$2.83M
TPW
59
Transatlantique Private Wealth
New York
$2.54M
Prudential Financial
60
Prudential Financial
New Jersey
$2.41M
KAS
61
Kestra Advisory Services
Texas
$2.4M
SI
62
Stephens Inc
Arkansas
$2.39M
MML Investors Services
63
MML Investors Services
Massachusetts
$2.38M
IA
64
IFP Advisors
Florida
$2.34M
KLCM
65
KG&L Capital Management
Louisiana
$2.29M
WIA
66
World Investment Advisors
California
$2.23M
SPIA
67
Steward Partners Investment Advisory
New York
$2.23M
WPC
68
White Pine Capital
Minnesota
$2.21M
HSA
69
HBK Sorce Advisory
Pennsylvania
$2.15M
APP
70
Avantax Planning Partners
Iowa
$2.03M
Baird Financial Group
71
Baird Financial Group
Wisconsin
$2M
FAI
72
Fiduciary Advisors Inc
Missouri
$1.98M
Jones Financial Companies
73
Jones Financial Companies
Missouri
$1.96M
AFG
74
Albion Financial Group
Utah
$1.9M
BCI
75
Brinker Capital Investments
Pennsylvania
$1.9M