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Invesco Preferred ETF
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Overview Fund Activity

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$748M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
3
Goldman Sachs
New York
$21M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
5
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$81.4M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
QC
4
Quadrature Capital
United Kingdom
$0
5
AMG
5
Advisors Management Group
Wisconsin
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
TPW
76
Transatlantique Private Wealth
New York
$2M 178,226 +17,194 +11%
BCI
77
Brinker Capital Investments
Pennsylvania
$1.98M 176,424 +176,424 New
OPS
78
Orion Portfolio Solutions
Nebraska
$1.98M 176,424 +176,424 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$1.96M 174,443 -7,476 -4%
SWM
80
StoneCrest Wealth Management
Arizona
$1.86M 165,349 -22,008 -12%
AFG
81
Albion Financial Group
Utah
$1.85M 165,223 +59,730 +57%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$1.73M 152,826 +28,334 +23%
TF
83
Tudor Financial
Ohio
$1.71M 152,370 -3,725 -2%
Mariner
84
Mariner
Kansas
$1.68M 149,525 -19,446 -12%
HCM
85
Hilton Capital Management
New York
$1.67M 148,910 +1,025 +0.7%
WA
86
Waverly Advisors
Alabama
$1.66M 148,224 +1,235 +0.8%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$1.65M 151,302 -4,932 -3%
NA
88
NewEdge Advisors
Louisiana
$1.65M 146,932 +4,086 +3%
SKK
89
Shepherd Kaplan Krochuk
Massachusetts
$1.63M 145,469 -5,660 -4%
GC
90
Guggenheim Capital
Illinois
$1.61M 143,822 -1,949 -1%
FAI
91
Fiduciary Advisors Inc
Missouri
$1.55M 137,741 +1,806 +1%
CTWM
92
Cherry Tree Wealth Management
Minnesota
$1.47M 131,120 -364,752 -74%
IWA
93
IBEX Wealth Advisors
New Jersey
$1.44M 128,617 -5,636 -4%
GAM
94
Gotham Asset Management
New York
$1.41M 125,878 +3,486 +3%
CSP
95
Cary Street Partners
Virginia
$1.38M 123,210 -9,250 -7%
Corient Private Wealth
96
Corient Private Wealth
Florida
$1.38M 122,774 +7,803 +7%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$1.37M 121,946 -166,415 -58%
Cerity Partners
98
Cerity Partners
New York
$1.34M 119,226 -5,645 -5%
HighTower Advisors
99
HighTower Advisors
Illinois
$1.33M 118,591 -75,199 -39%
CST
100
Charles Schwab Trust
Nevada
$1.27M 113,238 -20,482 -15%
2 3
4
5 6