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Invesco Preferred ETF

401 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0% less capital invested

Capital invested by funds: $1.95B → $1.94B (-$9.58M)

1.03% less ownership

Funds ownership: 49.73%48.7% (-1%)

6% less funds holding

Funds holding: 427401 (-26)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
401
Holders Change
-26
Holders Change %
-6.09%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
118
Reduced
154
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$1.9M -$32.4K -2,825 -2%
BS
77
Brighton Securities
New York
$1.81M -$109K -9,519 -6%
SKK
78
Shepherd Kaplan Krochuk
Massachusetts
$1.78M +$11K +962 +0.6%
NC
79
NewSquare Capital
Pennsylvania
$1.71M +$53K +4,628 +3%
NA
80
NewEdge Advisors
Louisiana
$1.62M +$304K +26,544 +23%
HighTower Advisors
81
HighTower Advisors
Illinois
$1.61M +$174K +15,147 +12%
GC
82
Guggenheim Capital
Illinois
$1.6M -$157K -13,728 -9%
QC
83
Quadrature Capital
United Kingdom
$1.55M +$1.53M +133,629 New
RA
84
RFG Advisory
Alabama
$1.54M -$402K -35,084 -21%
Comerica Bank
85
Comerica Bank
Texas
$1.52M -$605K -52,784 -29%
IWA
86
IBEX Wealth Advisors
New Jersey
$1.51M -$19K -1,657 -1%
PS
87
Principal Securities
Iowa
$1.51M -$33.6K -2,933 -2%
Cerity Partners
88
Cerity Partners
New York
$1.48M +$104K +9,116 +8%
CFP
89
Cascade Financial Partners
California
$1.47M -$881K -76,913 -38%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$1.46M -$328K -28,659 -19%
GAM
91
Gotham Asset Management
New York
$1.42M +$108K +9,434 +8%
WA
92
Waverly Advisors
Alabama
$1.41M -$158K -13,795 -10%
TF
93
Tudor Financial
Ohio
$1.38M -$7.39K -645 -0.5%
Mariner
94
Mariner
Kansas
$1.35M -$62.9K -5,491 -4%
IWN
95
Independent Wealth Network
Iowa
$1.31M +$110K +9,631 +9%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$1.28M -$662K -57,796 -34%
Cohen & Steers
97
Cohen & Steers
New York
$1.26M -$501K -43,769 -29%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$1.24M +$1.23M +107,000 +5,350,000%
SDAM
99
Shulman DeMeo Asset Management
New York
$1.23M +$80 +7 +0%
Invesco
100
Invesco
Georgia
$1.23M -$77.2K -6,738 -6%