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Invesco Preferred ETF

413 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

2% less funds holding

Funds holding: 422413 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gould Asset Management
California
$1.03M
Principal Financial Group
102
Principal Financial Group
Iowa
$1.03M
SRC
103
Shufro Rose & Co
New York
$1.02M
FAI
104
Fiduciary Advisors Inc
Missouri
$924K
AC
105
AlphaCore Capital
California
$914K
CCP
106
Cane Capital Partners
Louisiana
$909K
PWM
107
Pines Wealth Management
North Carolina
$898K
IFG
108
Independent Financial Group
California
$880K
BWA
109
Beam Wealth Advisors
Louisiana
$872K
AWA
110
Arkadios Wealth Advisors
Georgia
$844K
DADC
111
D.A. Davidson & Co
Montana
$823K
AIA
112
Acute Investment Advisory
Arizona
$821K
SWP
113
Stratos Wealth Partners
Ohio
$777K
CIA
114
Concurrent Investment Advisors
Florida
$769K
CIBC World Market
115
CIBC World Market
Ontario, Canada
$768K
AFA
116
Amicus Financial Advisors
Texas
$759K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$749K
SQA
118
Simon Quick Advisors
New Jersey
$713K
CTWM
119
Cherry Tree Wealth Management
Minnesota
$709K
TAR
120
Trask Adam Roland
$698K
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$694K
GSWM
122
Greenup Street Wealth Management
Michigan
$665K
Lido Advisors
123
Lido Advisors
California
$656K
SA
124
Sanctuary Advisors
Indiana
$653K
NEPWA
125
New England Private Wealth Advisors
Massachusetts
$648K