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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 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:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
AA
126
Advisory Alpha
Michigan
$660K
1IA
127
1620 Investment Advisors
Massachusetts
$656K
VA
128
VestGen Advisors
Illinois
$656K
EWA
129
Etesian Wealth Advisors
Oregon
$653K
BJL
130
Brighton Jones LLC
Washington
$650K
AWA
131
Aletheian Wealth Advisors
Washington
$642K
CKAIS
132
Christensen King & Associates Investment Services
Washington
$641K
KWM
133
Kingsview Wealth Management
Oregon
$630K
BCFS
134
Butensky & Cohen Financial Security
Florida
$630K
PTC
135
Private Trust Company
Ohio
$622K
ONB
136
Old National Bancorp
Indiana
$614K
CIA
137
Concurrent Investment Advisors
Florida
$603K
CCG
138
Coastwise Capital Group
California
$598K
RT
139
Rockland Trust
Massachusetts
$564K
HCM
140
Hilton Capital Management
New York
$543K
JGIA
141
Jackson Grant Investment Advisers
Connecticut
$534K
CB
142
Commerce Bank
Missouri
$532K
AIC
143
Argus Investors Counsel
New York
$523K
RIG
144
Ramiah Investment Group
Wisconsin
$492K
HF
145
HRT Financial
New York
$488K
BCM
146
Brookstone Capital Management
Illinois
$483K
SA
147
Stonebridge Advisors
Connecticut
$479K
PWM
148
Pines Wealth Management
North Carolina
$477K
GWCM
149
Godshalk Welsh Capital Management
Pennsylvania
$474K
OIA
150
Optimum Investment Advisors
Illinois
$474K