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Invesco Preferred ETF

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Shares
Change %
P
101
&Partners
Tennessee
$1.15M +$111K +10,031 +11%
IWN
102
Independent Wealth Network
Iowa
$1.15M +$23.7K +2,126 +2%
SCTC
103
Sanibel Captiva Trust Company
Florida
$1.14M -$987K -88,640 -46%
GCM
104
Glaxis Capital Management
Florida
$1.11M -$55.7K -5,000 -5%
MFG
105
Mosaic Financial Group
Illinois
$1.09M +$3.56K +320 +0.3%
BCM
106
Boreal Capital Management
Florida
$1.08M
BWA
107
Beam Wealth Advisors
Louisiana
$1.03M -$9.47K -851 -0.9%
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$990K +$599K +53,821 +153%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$941K +$86.5K +7,772 +10%
AC
110
AlphaCore Capital
California
$929K
PCG
111
Prosperity Consulting Group
Maryland
$920K -$37.1K -3,334 -4%
GAM
112
Gould Asset Management
California
$891K +$31.9K +2,865 +4%
SWP
113
Stratos Wealth Partners
Ohio
$822K -$109K -9,832 -12%
KWM
114
Kingsview Wealth Management
Oregon
$812K -$90.9K -8,166 -10%
WAS
115
Wealth Advisory Solutions
Indiana
$797K +$161K +14,453 +25%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$795K
SFA
117
Sequoia Financial Advisors
Ohio
$788K -$108K -9,713 -12%
DADC
118
D.A. Davidson & Co
Montana
$785K -$37.4K -3,363 -5%
QCM
119
Quantinno Capital Management
New York
$784K +$5.22K +469 +0.7%
MWP
120
Madison Wealth Partners
Wisconsin
$783K -$219K -19,705 -22%
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$780K +$103K +9,274 +15%
SRC
122
Shufro Rose & Co
New York
$773K -$1.35K -120 -0.2%
SWMG
123
Sanchez Wealth Management Group
Florida
$750K +$43.3K +3,886 +6%
EWA
124
Etesian Wealth Advisors
Oregon
$734K -$96.9K -8,709 -12%
ISB
125
Iowa State Bank
Iowa
$724K -$405K -36,353 -36%