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Invesco Preferred ETF

413 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, 138 reducing their positions, and 43 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: $ → $

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 138

2% less funds holding

Funds holding: 422413 (-9)

100% less call options, than puts

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

Holders
413
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
WWMSC
126
Wagner Wealth Management (South Carolina)
South Carolina
$627K
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$610K
OC
128
Oppenheimer & Co
New York
$605K
1IA
129
1620 Investment Advisors
Massachusetts
$604K
BCM
130
Boreal Capital Management
Florida
$594K
CKAIS
131
Christensen King & Associates Investment Services
Washington
$589K
AWA
132
Aletheian Wealth Advisors
Washington
$589K
CCG
133
Coastwise Capital Group
California
$569K
SFA
134
Sequoia Financial Advisors
Ohio
$559K
PTC
135
Private Trust Company
Ohio
$556K
SF
136
Summit Financial
New Jersey
$549K
EWA
137
Etesian Wealth Advisors
Oregon
$545K
BHA
138
Beech Hill Advisors
New York
$536K
RT
139
Rockland Trust
Massachusetts
$534K
VA
140
VestGen Advisors
Illinois
$531K
PCG
141
Prosperity Consulting Group
Maryland
$530K
SCTC
142
Sanibel Captiva Trust Company
Florida
$513K
HA
143
Hyposwiss Advisors
$512K
HCM
144
Hilton Capital Management
New York
$510K
BCFS
145
Butensky & Cohen Financial Security
Florida
$501K
RWC
146
Rare Wolf Capital
Washington
$466K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$460K
IAS
148
Insigneo Advisory Services
Florida
$457K
BWG
149
Balanced Wealth Group
Ohio
$449K
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$447K