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Invesco Preferred ETF

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Shares
Change %
BWS
76
Buck Wealth Strategies
Colorado
$1.95M +$692K +62,134 +55%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$1.89M -$48.8K -4,383 -3%
RA
78
RFG Advisory
Alabama
$1.87M -$4.25M -381,985 -69%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$1.87M -$1.12M -100,388 -37%
BCI
80
Brinker Capital Investments
Pennsylvania
$1.85M -$110K -9,910 -6%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$1.85M +$154K +13,859 +9%
AFG
82
Albion Financial Group
Utah
$1.8M -$43.1K -3,876 -2%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$1.72M +$31.9K +2,863 +2%
Cohen & Steers
84
Cohen & Steers
New York
$1.7M -$5.11M -458,937 -75%
SKK
85
Shepherd Kaplan Krochuk
Massachusetts
$1.69M +$74.5K +6,695 +5%
GC
86
Guggenheim Capital
Illinois
$1.69M +$89K +7,995 +6%
NC
87
NewSquare Capital
Pennsylvania
$1.59M +$352K +31,643 +28%
FAI
88
Fiduciary Advisors Inc
Missouri
$1.57M +$39K +3,506 +3%
WA
89
Waverly Advisors
Alabama
$1.5M -$148K -13,259 -9%
PS
90
Principal Securities
Iowa
$1.48M -$588K -52,843 -28%
IWA
91
IBEX Wealth Advisors
New Jersey
$1.46M +$33.4K +3,003 +2%
CTWM
92
Cherry Tree Wealth Management
Minnesota
$1.37M -$86.1K -7,737 -6%
HighTower Advisors
93
HighTower Advisors
Illinois
$1.37M +$53K +4,765 +4%
Mariner
94
Mariner
Kansas
$1.36M -$305K -27,376 -18%
TF
95
Tudor Financial
Ohio
$1.33M -$367K -33,000 -22%
Cerity Partners
96
Cerity Partners
New York
$1.32M -$6.77K -608 -0.5%
NA
97
NewEdge Advisors
Louisiana
$1.26M -$374K -33,605 -23%
GAM
98
Gotham Asset Management
New York
$1.25M -$146K -13,156 -10%
Invesco
99
Invesco
Georgia
$1.25M +$18.8K +1,693 +2%
SDAM
100
Shulman DeMeo Asset Management
New York
$1.18M -$701 -63 -0.1%