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Invesco Preferred ETF
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Overview Fund Activity

417 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 177 reducing their positions, and 56 closing their positions.

Holders
417
Holders Change
-28
Holders Change %
-6.29%
% of All Funds
5.6%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
113
Reduced
177
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
Morgan Stanley
4
Morgan Stanley
New York
$86.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BWS
76
Buck Wealth Strategies
Colorado
$1.95M 174,938 +62,134 +55%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$1.89M 170,060 -4,383 -3%
RA
78
RFG Advisory
Alabama
$1.87M 168,236 -381,985 -69%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$1.87M 168,004 -100,388 -37%
BCI
80
Brinker Capital Investments
Pennsylvania
$1.85M 166,514 -9,910 -6%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$1.85M 166,685 +13,859 +9%
AFG
82
Albion Financial Group
Utah
$1.8M 161,347 -3,876 -2%
Cohen & Steers
83
Cohen & Steers
New York
$1.7M 152,655 -458,937 -75%
SKK
84
Shepherd Kaplan Krochuk
Massachusetts
$1.69M 152,164 +6,695 +5%
GC
85
Guggenheim Capital
Illinois
$1.69M 151,817 +7,995 +6%
NC
86
NewSquare Capital
Pennsylvania
$1.59M 142,689 +31,643 +28%
FAI
87
Fiduciary Advisors Inc
Missouri
$1.57M 141,247 +3,506 +3%
WA
88
Waverly Advisors
Alabama
$1.5M 134,965 -13,259 -9%
PS
89
Principal Securities
Iowa
$1.48M 132,720 -52,843 -28%
IWA
90
IBEX Wealth Advisors
New Jersey
$1.46M 131,620 +3,003 +2%
CTWM
91
Cherry Tree Wealth Management
Minnesota
$1.37M 123,383 -7,737 -6%
HighTower Advisors
92
HighTower Advisors
Illinois
$1.37M 123,356 +4,765 +4%
Mariner
93
Mariner
Kansas
$1.36M 122,149 -27,376 -18%
TF
94
Tudor Financial
Ohio
$1.33M 119,370 -33,000 -22%
Cerity Partners
95
Cerity Partners
New York
$1.32M 118,618 -608 -0.5%
NA
96
NewEdge Advisors
Louisiana
$1.26M 113,327 -33,605 -23%
GAM
97
Gotham Asset Management
New York
$1.25M 112,722 -13,156 -10%
Invesco
98
Invesco
Georgia
$1.25M 112,606 +1,693 +2%
SDAM
99
Shulman DeMeo Asset Management
New York
$1.18M 106,190 -63 -0.1%
P
100
&Partners
Tennessee
$1.15M 103,661 +10,031 +11%
2 3
4
5 6