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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
BWA
101
Beam Wealth Advisors
Louisiana
$1.05M
SCTC
102
Sanibel Captiva Trust Company
Florida
$999K
CTWM
103
Cherry Tree Wealth Management
Minnesota
$979K
AC
104
AlphaCore Capital
California
$968K
WAS
105
Wealth Advisory Solutions
Indiana
$935K
PCG
106
Prosperity Consulting Group
Maryland
$877K
GAM
107
Gould Asset Management
California
$870K
DADC
108
D.A. Davidson & Co
Montana
$848K
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$841K
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$829K
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$829K
MWP
112
Madison Wealth Partners
Wisconsin
$817K
SWP
113
Stratos Wealth Partners
Ohio
$814K
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$805K
SRC
115
Shufro Rose & Co
New York
$767K
CIBC World Market
116
CIBC World Market
Ontario, Canada
$745K
SFA
117
Sequoia Financial Advisors
Ohio
$718K
Lido Advisors
118
Lido Advisors
California
$711K
GSWM
119
Greenup Street Wealth Management
Michigan
$701K
SF
120
Summit Financial
New Jersey
$692K
SQA
121
Simon Quick Advisors
New Jersey
$688K
ATPW
122
Ashton Thomas Private Wealth
Arizona
$688K
CW
123
CreativeOne Wealth
Kansas
$677K
WWM
124
Wagner Wealth Management
South Carolina
$676K
NEPWA
125
New England Private Wealth Advisors
Massachusetts
$670K