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Invesco Preferred ETF

401 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0% less capital invested

Capital invested by funds: $1.95B → $1.94B (-$9.58M)

1.03% less ownership

Funds ownership: 49.73%48.7% (-1%)

6% less funds holding

Funds holding: 427401 (-26)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
401
Holders Change
-26
Holders Change %
-6.09%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
118
Reduced
154
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Sanctuary Advisors
Indiana
$694K -$3.54K -309 -0.5%
SF
127
Summit Financial
New Jersey
$692K +$109K +9,533 +19%
SQA
128
Simon Quick Advisors
New Jersey
$688K +$31.5K +2,747 +5%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$688K -$1.08K -94 -0.2%
CW
130
CreativeOne Wealth
Kansas
$677K +$522K +45,586 +357%
WWMSC
131
Wagner Wealth Management (South Carolina)
South Carolina
$676K -$31.8K -2,779 -5%
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$670K +$662K +57,766 New
AA
133
Advisory Alpha
Michigan
$660K -$1.64K -143 -0.3%
1IA
134
1620 Investment Advisors
Massachusetts
$656K +$1.64K +143 +0.3%
VA
135
VestGen Advisors
Illinois
$656K +$468K +40,862 +261%
EWA
136
Etesian Wealth Advisors
Oregon
$653K -$111K -9,658 -15%
BJL
137
Brighton Jones LLC
Washington
$650K +$9.26K +808 +1%
AWA
138
Aletheian Wealth Advisors
Washington
$642K +$3.05K +266 +0.5%
CKAIS
139
Christensen King & Associates Investment Services
Washington
$641K -$7.11K -621 -1%
KWM
140
Kingsview Wealth Management
Oregon
$630K -$213K -18,606 -26%
BCFS
141
Butensky & Cohen Financial Security
Florida
$630K -$25K -2,183 -4%
PTC
142
Private Trust Company
Ohio
$622K +$155K +13,527 +34%
ONB
143
Old National Bancorp
Indiana
$614K +$50.2K +4,385 +9%
CIA
144
Concurrent Investment Advisors
Florida
$603K -$96.1K -8,389 -14%
CCG
145
Coastwise Capital Group
California
$598K -$27.6K -2,406 -4%
RT
146
Rockland Trust
Massachusetts
$564K
HCM
147
Hilton Capital Management
New York
$543K -$16.4K -1,436 -3%
JGIA
148
Jackson Grant Investment Advisers
Connecticut
$534K -$12.8K -1,115 -2%
CB
149
Commerce Bank
Missouri
$532K +$234K +20,459 +81%
AIC
150
Argus Investors Counsel
New York
$523K +$22.1K +1,930 +4%