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Invesco Preferred ETF

414 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 422414 (-8)

10% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 139

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BT
51
Banque Transatlantique
France
$3.55M
BAAM
52
Baker Avenue Asset Management
California
$3.43M
AGA
53
Arkos Global Advisors
Texas
$3.4M
GWM
54
Geneos Wealth Management
Colorado
$3.38M
CST
55
Charles Schwab Trust
Nevada
$3.34M
KAS
56
Kestra Advisory Services
Texas
$3.31M
Cohen & Steers
57
Cohen & Steers
New York
$3.3M
GAM
58
Gotham Asset Management
New York
$3.23M
FHB
59
First Hawaiian Bank
Hawaii
$2.97M
KIA
60
KCM Investment Advisors
California
$2.7M
SPIA
61
Steward Partners Investment Advisory
New York
$2.45M
IFPG
62
Intrepid Financial Planning Group
Indiana
$2.4M
SI
63
Stephens Inc
Arkansas
$2.17M
HSA
64
HBK Sorce Advisory
Pennsylvania
$2.11M
WIA
65
World Investment Advisors
California
$2.1M
MML Investors Services
66
MML Investors Services
Massachusetts
$2.03M
FPB
67
First PREMIER Bank
South Dakota
$1.9M
BS
68
Brighton Securities
New York
$1.83M
APP
69
Avantax Planning Partners
Iowa
$1.81M
NC
70
NewSquare Capital
Pennsylvania
$1.8M
GM
71
GeoWealth Management
Illinois
$1.76M
GC
72
Guggenheim Capital
Illinois
$1.72M
Jones Financial Companies
73
Jones Financial Companies
Missouri
$1.72M
WPC
74
White Pine Capital
Minnesota
$1.66M
BCI
75
Brinker Capital Investments
Pennsylvania
$1.61M