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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
IWC
51
Integrated Wealth Concepts
Massachusetts
$4.28M
GWM
52
Geneos Wealth Management
Colorado
$4.06M
William Blair & Company
53
William Blair & Company
Illinois
$3.92M
MWM
54
Modern Wealth Management
Kansas
$3.85M
CFG
55
Compass Financial Group
Ohio
$3.77M
BAAM
56
Baker Avenue Asset Management
California
$3.35M
CAP
57
Cordoba Advisory Partners
New York
$3.29M
TPW
58
Transatlantique Private Wealth
New York
$3.03M
FHB
59
First Hawaiian Bank
Hawaii
$2.95M
KIA
60
KCM Investment Advisors
California
$2.89M
CST
61
Charles Schwab Trust
Nevada
$2.71M
SPIA
62
Steward Partners Investment Advisory
New York
$2.51M
MG
63
Marex Group
$2.47M
Prudential Financial
64
Prudential Financial
New Jersey
$2.46M
GRP
65
Global Retirement Partners
California
$2.44M
MML Investors Services
66
MML Investors Services
Massachusetts
$2.43M
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.41M
FPB
68
First PREMIER Bank
South Dakota
$2.4M
HSA
69
HBK Sorce Advisory
Pennsylvania
$2.31M
UBS AM
70
UBS AM
Illinois
$2.3M
WIA
71
World Investment Advisors
California
$2.26M
KLCM
72
KG&L Capital Management
Louisiana
$2.24M
SI
73
Stephens Inc
Arkansas
$2.21M
WPC
74
White Pine Capital
Minnesota
$2.21M
GAM
75
Gotham Asset Management
New York
$2.04M