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Invesco Preferred ETF

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 173 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $2.58B → $2.13B (-$457M)

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

25% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 173

Holders
445
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
$444K
Puts
$479K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWS
101
Buck Wealth Strategies
Colorado
$1.27M
NC
102
NewSquare Capital
Pennsylvania
$1.25M
Invesco
103
Invesco
Georgia
$1.24M
SDAM
104
Shulman DeMeo Asset Management
New York
$1.19M
GCM
105
Glaxis Capital Management
Florida
$1.18M
CCM
106
Crew Capital Management
Ohio
$1.17M
ISB
107
Iowa State Bank
Iowa
$1.14M
IWN
108
Independent Wealth Network
Iowa
$1.13M
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$1.13M
MFG
110
Mosaic Financial Group
Illinois
$1.1M
P
111
&Partners
Tennessee
$1.06M
BWA
112
Beam Wealth Advisors
Louisiana
$1.05M
MWP
113
Madison Wealth Partners
Wisconsin
$1.01M
PCG
114
Prosperity Consulting Group
Maryland
$965K
SWP
115
Stratos Wealth Partners
Ohio
$939K
SPC
116
Sigma Planning Corp
Michigan
$937K
AC
117
AlphaCore Capital
California
$937K
KWM
118
Kingsview Wealth Management
Oregon
$910K
AWM
119
AE Wealth Management
Kansas
$907K
SFA
120
Sequoia Financial Advisors
Ohio
$903K
SFS
121
Sowell Financial Services
Arkansas
$896K
GAM
122
Gould Asset Management
California
$866K
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$861K
EWA
124
Etesian Wealth Advisors
Oregon
$838K
DADC
125
D.A. Davidson & Co
Montana
$830K