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Invesco Preferred ETF

422 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
422
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$1.24M
RA
102
RFG Advisory
Alabama
$1.24M
P
103
&Partners
Tennessee
$1.23M
Mariner
104
Mariner
Kansas
$1.2M
WA
105
Waverly Advisors
Alabama
$1.2M
Invesco
106
Invesco
Georgia
$1.19M
SDAM
107
Shulman DeMeo Asset Management
New York
$1.15M
MFG
108
Mosaic Financial Group
Illinois
$1.11M
Renaissance Technologies
109
Renaissance Technologies
New York
$1.09M
SRC
110
Shufro Rose & Co
New York
$1.04M
WAS
111
Wealth Advisory Solutions
Indiana
$1.03M
BWA
112
Beam Wealth Advisors
Louisiana
$991K
CCP
113
Cane Capital Partners
Louisiana
$963K
IFG
114
Independent Financial Group
California
$947K
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$945K
AC
116
AlphaCore Capital
California
$944K
GAM
117
Gould Asset Management
California
$925K
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$894K
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$803K
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$801K
DADC
121
D.A. Davidson & Co
Montana
$796K
BCM
122
Boreal Capital Management
Florida
$786K
CTWM
123
Cherry Tree Wealth Management
Minnesota
$782K
SWP
124
Stratos Wealth Partners
Ohio
$780K
AFA
125
Amicus Financial Advisors
Texas
$768K