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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 40 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: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
RA
101
RFG Advisory
Alabama
$1.24M
P
102
&Partners
Tennessee
$1.23M
Mariner
103
Mariner
Kansas
$1.2M
WA
104
Waverly Advisors
Alabama
$1.2M
Invesco
105
Invesco
Georgia
$1.19M
SDAM
106
Shulman DeMeo Asset Management
New York
$1.15M
MFG
107
Mosaic Financial Group
Illinois
$1.11M
Renaissance Technologies
108
Renaissance Technologies
New York
$1.09M
SRC
109
Shufro Rose & Co
New York
$1.04M
WAS
110
Wealth Advisory Solutions
Indiana
$1.03M
BWA
111
Beam Wealth Advisors
Louisiana
$991K
CCP
112
Cane Capital Partners
Louisiana
$963K
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$945K
AC
114
AlphaCore Capital
California
$944K
GAM
115
Gould Asset Management
California
$925K
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$894K
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$803K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$801K
DADC
119
D.A. Davidson & Co
Montana
$796K
BCM
120
Boreal Capital Management
Florida
$786K
CTWM
121
Cherry Tree Wealth Management
Minnesota
$782K
SWP
122
Stratos Wealth Partners
Ohio
$780K
AFA
123
Amicus Financial Advisors
Texas
$768K
OC
124
Oppenheimer & Co
New York
$766K
PWM
125
Pines Wealth Management
North Carolina
$740K