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Invesco Preferred ETF
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Overview Fund Activity

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, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$748M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
3
Goldman Sachs
New York
$21M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
5
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$81.4M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
QC
4
Quadrature Capital
United Kingdom
$0
5
AMG
5
Advisors Management Group
Wisconsin
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
BWS
101
Buck Wealth Strategies
Colorado
$1.27M 112,804 +112,804 New
NC
102
NewSquare Capital
Pennsylvania
$1.25M 111,046 +27,299 +33%
Invesco
103
Invesco
Georgia
$1.24M 110,913 -8,439 -7%
SDAM
104
Shulman DeMeo Asset Management
New York
$1.19M 106,253 -911 -0.9%
GCM
105
Glaxis Capital Management
Florida
$1.18M 105,000 +25,000 +31%
CCM
106
Crew Capital Management
Ohio
$1.17M 104,190 -1,521 -1%
ISB
107
Iowa State Bank
Iowa
$1.14M 101,415 -1,011,717 -91%
IWN
108
Independent Wealth Network
Iowa
$1.13M 101,122 +10,688 +12%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$1.13M 100,000 +100,000 New
MFG
110
Mosaic Financial Group
Illinois
$1.1M 98,002 -7,565 -7%
P
111
&Partners
Tennessee
$1.06M 93,630 -33,344 -26%
BWA
112
Beam Wealth Advisors
Louisiana
$1.05M 93,662 -12,706 -12%
MWP
113
Madison Wealth Partners
Wisconsin
$1.01M 90,100 – –
PCG
114
Prosperity Consulting Group
Maryland
$965K 85,974 -446 -0.5%
SWP
115
Stratos Wealth Partners
Ohio
$939K 83,666 -6,355 -7%
SPC
116
Sigma Planning Corp
Michigan
$937K 83,508 -91,443 -52%
AC
117
AlphaCore Capital
California
$937K 83,483 +83,483 New
KWM
118
Kingsview Wealth Management
Oregon
$910K 81,107 -4,650 -5%
AWM
119
AE Wealth Management
Kansas
$907K 80,812 -121,542 -60%
SFA
120
Sequoia Financial Advisors
Ohio
$903K 80,504 -6,090 -7%
SFS
121
Sowell Financial Services
Arkansas
$896K 79,817 -151,575 -66%
GAM
122
Gould Asset Management
California
$866K 77,195 +1,940 +3%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$861K 76,776 -9,951 -11%
EWA
124
Etesian Wealth Advisors
Oregon
$838K 74,676 -1,056 -1%
DADC
125
D.A. Davidson & Co
Montana
$830K 73,935 -1,930 -3%
3 4
5
6 7