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Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
MFG
101
Mosaic Financial Group
Illinois
$1.14M
LSA
102
Lion Street Advisors
Texas
$1.06M
BWA
103
Beam Wealth Advisors
Louisiana
$1.05M
SCTC
104
Sanibel Captiva Trust Company
Florida
$999K
CTWM
105
Cherry Tree Wealth Management
Minnesota
$979K
AC
106
AlphaCore Capital
California
$968K
WAS
107
Wealth Advisory Solutions
Indiana
$935K
PCG
108
Prosperity Consulting Group
Maryland
$877K
GAM
109
Gould Asset Management
California
$870K
DADC
110
D.A. Davidson & Co
Montana
$848K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$841K
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$829K
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$829K
MWP
114
Madison Wealth Partners
Wisconsin
$817K
SWP
115
Stratos Wealth Partners
Ohio
$814K
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$805K
SRC
117
Shufro Rose & Co
New York
$767K
CIBC World Market
118
CIBC World Market
Ontario, Canada
$745K
SFA
119
Sequoia Financial Advisors
Ohio
$718K
Lido Advisors
120
Lido Advisors
California
$711K
GSWM
121
Greenup Street Wealth Management
Michigan
$701K
SA
122
Sanctuary Advisors
Indiana
$694K
SF
123
Summit Financial
New Jersey
$692K
SQA
124
Simon Quick Advisors
New Jersey
$688K
ATPW
125
Ashton Thomas Private Wealth
Arizona
$688K