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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
SA
126
Sanctuary Advisors
Indiana
$667K
NEPWA
127
New England Private Wealth Advisors
Massachusetts
$660K
GSWM
128
Greenup Street Wealth Management
Michigan
$649K
WWMSC
129
Wagner Wealth Management (South Carolina)
South Carolina
$643K
1IA
130
1620 Investment Advisors
Massachusetts
$626K
SFA
131
Sequoia Financial Advisors
Ohio
$623K
CKAIS
132
Christensen King & Associates Investment Services
Washington
$621K
SCTC
133
Sanibel Captiva Trust Company
Florida
$620K
PTC
134
Private Trust Company
Ohio
$610K
PCG
135
Prosperity Consulting Group
Maryland
$606K
CCG
136
Coastwise Capital Group
California
$586K
IAS
137
Insigneo Advisory Services
Florida
$586K
SF
138
Summit Financial
New Jersey
$572K
CIA
139
Concurrent Investment Advisors
Florida
$567K
SQA
140
Simon Quick Advisors
New Jersey
$566K
EWA
141
Etesian Wealth Advisors
Oregon
$563K
BCFS
142
Butensky & Cohen Financial Security
Florida
$556K
RT
143
Rockland Trust
Massachusetts
$548K
ONB
144
Old National Bancorp
Indiana
$546K
AA
145
Advisory Alpha
Michigan
$544K
HA
146
Hyposwiss Advisors
$529K
HCM
147
Hilton Capital Management
New York
$527K
AIC
148
Argus Investors Counsel
New York
$520K
Mirae Asset Global Investments
149
Mirae Asset Global Investments
South Korea
$506K
BHA
150
Beech Hill Advisors
New York
$502K