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Invesco Preferred ETF
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Overview Fund Activity

417 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 177 reducing their positions, and 56 closing their positions.

Holders
417
Holders Change
-28
Holders Change %
-6.29%
% of All Funds
5.6%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
113
Reduced
177
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
Morgan Stanley
4
Morgan Stanley
New York
$86.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IWN
101
Independent Wealth Network
Iowa
$1.15M 103,248 +2,126 +2%
SCTC
102
Sanibel Captiva Trust Company
Florida
$1.14M 102,385 -88,640 -46%
GCM
103
Glaxis Capital Management
Florida
$1.11M 100,000 -5,000 -5%
MFG
104
Mosaic Financial Group
Illinois
$1.09M 98,322 +320 +0.3%
BCM
105
Boreal Capital Management
Florida
– – – –
BWA
106
Beam Wealth Advisors
Louisiana
$1.03M 92,811 -851 -0.9%
Tudor Investment Corp
107
Tudor Investment Corp
Connecticut
$990K 88,941 +53,821 +153%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$941K 84,548 +7,772 +10%
AC
109
AlphaCore Capital
California
$929K 83,483 – –
PCG
110
Prosperity Consulting Group
Maryland
$920K 82,640 -3,334 -4%
GAM
111
Gould Asset Management
California
$891K 80,060 +2,865 +4%
SWP
112
Stratos Wealth Partners
Ohio
$822K 73,834 -9,832 -12%
KWM
113
Kingsview Wealth Management
Oregon
$812K 72,941 -8,166 -10%
WAS
114
Wealth Advisory Solutions
Indiana
$797K 71,608 +14,453 +25%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$795K 71,438 – –
SFA
116
Sequoia Financial Advisors
Ohio
$788K 70,791 -9,713 -12%
DADC
117
D.A. Davidson & Co
Montana
$785K 70,572 -3,363 -5%
QCM
118
Quantinno Capital Management
New York
$784K 70,469 +469 +0.7%
MWP
119
Madison Wealth Partners
Wisconsin
$783K 70,395 -19,705 -22%
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$780K 70,093 +9,274 +15%
SRC
121
Shufro Rose & Co
New York
$773K 68,857 -120 -0.2%
SWMG
122
Sanchez Wealth Management Group
Florida
$750K 67,415 +3,886 +6%
EWA
123
Etesian Wealth Advisors
Oregon
$734K 65,967 -8,709 -12%
ISB
124
Iowa State Bank
Iowa
$724K 65,062 -36,353 -36%
CA
125
CSM Advisors
Pennsylvania
$687K 61,700 – –
3 4
5
6 7