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Invesco Preferred ETF
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Overview Fund Activity

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$748M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
Goldman Sachs
New York
$21M
4
LOIP
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
First Trust Advisors
Illinois
$81.4M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
HNB
Huntington National Bank
Ohio
$16M
5
QC
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$802K +$38.1K +3,400 +5%
FA
127
Flagstar Advisors
New York
$793K +$9.98K +889 +1%
QCM
128
Quantinno Capital Management
New York
$785K +$785K +70,000 New
GS
129
GWN Securities
Florida
$782K +$493K +44,837 +171%
GWP
130
Gateway Wealth Partners
Wisconsin
$775K +$94.7K +8,439 +14%
SRC
131
Shufro Rose & Co
New York
$774K +$107K +9,500 +16%
BCFS
132
Butensky & Cohen Financial Security
Florida
$746K -$35.4K -3,155 -5%
AFP
133
Ausdal Financial Partners
Iowa
$730K +$332K +29,596 +83%
WWM
134
Wagner Wealth Management
South Carolina
$727K +$17.1K +1,527 +2%
SWMG
135
Sanchez Wealth Management Group
Florida
$713K +$99.1K +8,830 +16%
CA
136
CSM Advisors
Pennsylvania
$692K – – –
TSS
137
Two Sigma Securities
New York
$690K +$442K +39,378 +178%
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$682K +$204K +18,190 +43%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$671K -$6.22K -554 -0.9%
ATPW
140
Ashton Thomas Private Wealth
Arizona
$665K -$8.14K -725 -1%
AA
141
Advisory Alpha
Michigan
$662K -$847K -75,532 -56%
1IA
142
1620 Investment Advisors
Massachusetts
$661K -$8.99K -801 -1%
WAS
143
Wealth Advisory Solutions
Indiana
$641K +$57.6K +5,130 +10%
CCG
144
Coastwise Capital Group
California
$639K -$14.5K -1,293 -2%
GSWM
145
Greenup Street Wealth Management
Michigan
$628K -$125K -11,169 -17%
FHA
146
Flagship Harbor Advisors
Massachusetts
$622K -$424K -37,769 -41%
CIA
147
Concurrent Investment Advisors
Florida
$618K +$465K +41,477 +304%
WANY
148
Wealthspire Advisors (New York)
New York
$618K -$278K -24,816 -31%
BJL
149
Brighton Jones LLC
Washington
$611K +$1.44K +128 +0.2%
SF
150
Summit Financial
New Jersey
$601K -$16.1K -1,436 -3%
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