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Invesco Preferred ETF

422 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
101
Shulman DeMeo Asset Management
New York
$1.18M
P
102
&Partners
Tennessee
$1.15M
IWN
103
Independent Wealth Network
Iowa
$1.15M
SCTC
104
Sanibel Captiva Trust Company
Florida
$1.14M
GCM
105
Glaxis Capital Management
Florida
$1.11M
MFG
106
Mosaic Financial Group
Illinois
$1.09M
BCM
107
Boreal Capital Management
Florida
$1.08M
BWA
108
Beam Wealth Advisors
Louisiana
$1.03M
Tudor Investment Corp
109
Tudor Investment Corp
Connecticut
$990K
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$941K
AC
111
AlphaCore Capital
California
$929K
PCG
112
Prosperity Consulting Group
Maryland
$920K
GAM
113
Gould Asset Management
California
$891K
SWP
114
Stratos Wealth Partners
Ohio
$822K
KWM
115
Kingsview Wealth Management
Oregon
$812K
WAS
116
Wealth Advisory Solutions
Indiana
$797K
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$795K
SFA
118
Sequoia Financial Advisors
Ohio
$788K
DADC
119
D.A. Davidson & Co
Montana
$785K
QCM
120
Quantinno Capital Management
New York
$784K
MWP
121
Madison Wealth Partners
Wisconsin
$783K
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$780K
SRC
123
Shufro Rose & Co
New York
$773K
SWMG
124
Sanchez Wealth Management Group
Florida
$750K
EWA
125
Etesian Wealth Advisors
Oregon
$734K