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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$1.2M
WA
102
Waverly Advisors
Alabama
$1.2M
Invesco
103
Invesco
Georgia
$1.19M
SDAM
104
Shulman DeMeo Asset Management
New York
$1.15M
MFG
105
Mosaic Financial Group
Illinois
$1.11M
Renaissance Technologies
106
Renaissance Technologies
New York
$1.09M
SRC
107
Shufro Rose & Co
New York
$1.04M
WAS
108
Wealth Advisory Solutions
Indiana
$1.03M
BWA
109
Beam Wealth Advisors
Louisiana
$991K
CCP
110
Cane Capital Partners
Louisiana
$963K
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$945K
AC
112
AlphaCore Capital
California
$944K
GAM
113
Gould Asset Management
California
$925K
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$894K
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$803K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$801K
DADC
117
D.A. Davidson & Co
Montana
$796K
BCM
118
Boreal Capital Management
Florida
$786K
CTWM
119
Cherry Tree Wealth Management
Minnesota
$782K
SWP
120
Stratos Wealth Partners
Ohio
$780K
OC
121
Oppenheimer & Co
New York
$766K
PWM
122
Pines Wealth Management
North Carolina
$740K
CIBC World Market
123
CIBC World Market
Ontario, Canada
$737K
Lido Advisors
124
Lido Advisors
California
$711K
IA
125
Integrity Alliance
Iowa
$673K