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Invesco Preferred ETF

423 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.15%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$1.99M -$339K -29,712 -14%
APP
77
Avantax Planning Partners
Iowa
$1.91M -$50.7K -4,449 -3%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$1.89M -$51K -4,474 -3%
Comerica Bank
79
Comerica Bank
Texas
$1.88M +$413K +36,205 +28%
FAI
80
Fiduciary Advisors Inc
Missouri
$1.85M -$67.2K -5,895 -3%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$1.84M -$44.8K -3,932 -2%
GM
82
GeoWealth Management
Illinois
$1.82M +$1.85M +161,971 New
GWMR
83
GC Wealth Management RIA
Massachusetts
$1.82M +$1.85M +161,799 New
BCI
84
Brinker Capital Investments
Pennsylvania
$1.78M -$56.8K -4,985 -3%
BWS
85
Buck Wealth Strategies
Colorado
$1.78M +$1.65M +144,973 +1,069%
SKK
86
Shepherd Kaplan Krochuk
Massachusetts
$1.75M +$30.9K +2,708 +2%
IA
87
IFP Advisors
Florida
$1.74M -$531K -46,578 -23%
BS
88
Brighton Securities
New York
$1.72M -$38.1K -3,343 -2%
PWS
89
Pursuit Wealth Strategies
North Carolina
$1.68M +$1.7M +149,315 New
GC
90
Guggenheim Capital
Illinois
$1.67M +$116K +10,179 +7%
AFG
91
Albion Financial Group
Utah
$1.58M -$271K -23,767 -14%
NC
92
NewSquare Capital
Pennsylvania
$1.54M -$123K -10,746 -7%
Cerity Partners
93
Cerity Partners
New York
$1.46M +$23.8K +2,091 +2%
TF
94
Tudor Financial
Ohio
$1.44M +$106K +9,280 +8%
PS
95
Principal Securities
Iowa
$1.42M -$41.9K -3,670 -3%
NA
96
NewEdge Advisors
Louisiana
$1.37M -$209K -18,303 -13%
IWA
97
IBEX Wealth Advisors
New Jersey
$1.35M -$111K -9,775 -8%
HighTower Advisors
98
HighTower Advisors
Illinois
$1.35M -$211K -18,510 -13%
JGIA
99
Jackson Grant Investment Advisers
Connecticut
$1.31M +$808K +70,847 +154%
IWN
100
Independent Wealth Network
Iowa
$1.27M -$2.23K -196 -0.2%