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Invesco Preferred ETF
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Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
HNB
4
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
CSM Advisors
Pennsylvania
$687K – – –
WWM
127
Wagner Wealth Management
South Carolina
$679K -$42K -3,778 -6%
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$679K +$679K +61,020 New
CIA
129
Concurrent Investment Advisors
Florida
$672K +$58.6K +5,263 +10%
CIBC World Market
130
CIBC World Market
Ontario, Canada
$663K -$2.28K -205 -0.3%
ATPW
131
Ashton Thomas Private Wealth
Arizona
$661K +$991 +89 +0.2%
GSWM
132
Greenup Street Wealth Management
Michigan
$648K +$25.9K +2,331 +4%
SQA
133
Simon Quick Advisors
New Jersey
$630K +$630K +56,602 New
BCFS
134
Butensky & Cohen Financial Security
Florida
$628K -$112K -10,062 -15%
1IA
135
1620 Investment Advisors
Massachusetts
$628K -$28.1K -2,528 -4%
AA
136
Advisory Alpha
Michigan
$628K -$28.9K -2,600 -4%
CKAIS
137
Christensen King & Associates Investment Services
Washington
$622K +$123K +11,039 +25%
Lido Advisors
138
Lido Advisors
California
$615K +$79.1K +7,110 +15%
BJL
139
Brighton Jones LLC
Washington
$615K +$8.82K +792 +1%
AWA
140
Aletheian Wealth Advisors
Washington
$613K +$96.6K +8,676 +19%
CCG
141
Coastwise Capital Group
California
$601K -$33.5K -3,006 -5%
SSW
142
Stone Summit Wealth
Florida
$564K +$32.8K +2,950 +6%
SF
143
Summit Financial
New Jersey
$558K -$38.9K -3,495 -7%
RT
144
Rockland Trust
Massachusetts
$541K -$2.3K -207 -0.4%
ONB
145
Old National Bancorp
Indiana
$541K -$37.3K -3,349 -6%
WANY
146
Wealthspire Advisors (New York)
New York
$540K -$72.8K -6,538 -12%
HCM
147
Hilton Capital Management
New York
$537K -$1.12M -100,624 -68%
BA
148
Brightwater Advisory
Florida
$531K +$531K +47,700 New
JGIA
149
Jackson Grant Investment Advisers
Connecticut
$524K -$5.49K -493 -1%
BCM
150
Brookstone Capital Management
Illinois
$489K -$37.1K -3,329 -7%
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6
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