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Invesco Preferred ETF

414 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 422414 (-8)

10% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 139

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
414
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
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$1.03M
SRC
102
Shufro Rose & Co
New York
$1.02M
FAI
103
Fiduciary Advisors Inc
Missouri
$924K
AC
104
AlphaCore Capital
California
$914K
CCP
105
Cane Capital Partners
Louisiana
$909K
PWM
106
Pines Wealth Management
North Carolina
$898K
IFG
107
Independent Financial Group
California
$880K
BWA
108
Beam Wealth Advisors
Louisiana
$872K
AWA
109
Arkadios Wealth Advisors
Georgia
$844K
DADC
110
D.A. Davidson & Co
Montana
$823K
AIA
111
Acute Investment Advisory
Arizona
$821K
SWP
112
Stratos Wealth Partners
Ohio
$777K
CIA
113
Concurrent Investment Advisors
Florida
$769K
CIBC World Market
114
CIBC World Market
Ontario, Canada
$768K
AFA
115
Amicus Financial Advisors
Texas
$759K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$749K
SQA
117
Simon Quick Advisors
New Jersey
$713K
CTWM
118
Cherry Tree Wealth Management
Minnesota
$709K
TAR
119
Trask Adam Roland
$698K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$694K
GSWM
121
Greenup Street Wealth Management
Michigan
$665K
Lido Advisors
122
Lido Advisors
California
$656K
SA
123
Sanctuary Advisors
Indiana
$653K
NEPWA
124
New England Private Wealth Advisors
Massachusetts
$648K
WWMSC
125
Wagner Wealth Management (South Carolina)
South Carolina
$627K