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Invesco Preferred ETF

422 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ISB
126
Iowa State Bank
Iowa
$724K
CA
127
CSM Advisors
Pennsylvania
$687K
WWM
128
Wagner Wealth Management
South Carolina
$679K
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$679K
CIA
130
Concurrent Investment Advisors
Florida
$672K
CIBC World Market
131
CIBC World Market
Ontario, Canada
$663K
ATPW
132
Ashton Thomas Private Wealth
Arizona
$661K
GSWM
133
Greenup Street Wealth Management
Michigan
$648K
SQA
134
Simon Quick Advisors
New Jersey
$630K
BCFS
135
Butensky & Cohen Financial Security
Florida
$628K
1IA
136
1620 Investment Advisors
Massachusetts
$628K
AA
137
Advisory Alpha
Michigan
$628K
CKAIS
138
Christensen King & Associates Investment Services
Washington
$622K
Lido Advisors
139
Lido Advisors
California
$615K
BJL
140
Brighton Jones LLC
Washington
$615K
AWA
141
Aletheian Wealth Advisors
Washington
$613K
CCG
142
Coastwise Capital Group
California
$601K
SSW
143
Stone Summit Wealth
Florida
$564K
SF
144
Summit Financial
New Jersey
$558K
RT
145
Rockland Trust
Massachusetts
$541K
ONB
146
Old National Bancorp
Indiana
$541K
WANY
147
Wealthspire Advisors (New York)
New York
$540K
HCM
148
Hilton Capital Management
New York
$537K
BA
149
Brightwater Advisory
Florida
$531K
JGIA
150
Jackson Grant Investment Advisers
Connecticut
$524K