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Invesco Preferred ETF

421 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, 113 increasing their positions, 178 reducing their positions, and 57 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:

37% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
JPMorgan Chase & Co
JPMorgan Chase & Co
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
CA
126
CSM Advisors
Pennsylvania
$687K
WWM
127
Wagner Wealth Management
South Carolina
$679K
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$679K
CIA
129
Concurrent Investment Advisors
Florida
$672K
CIBC World Market
130
CIBC World Market
Ontario, Canada
$663K
ATPW
131
Ashton Thomas Private Wealth
Arizona
$661K
GSWM
132
Greenup Street Wealth Management
Michigan
$648K
SQA
133
Simon Quick Advisors
New Jersey
$630K
BCFS
134
Butensky & Cohen Financial Security
Florida
$628K
1IA
135
1620 Investment Advisors
Massachusetts
$628K
AA
136
Advisory Alpha
Michigan
$628K
CKAIS
137
Christensen King & Associates Investment Services
Washington
$622K
Lido Advisors
138
Lido Advisors
California
$615K
BJL
139
Brighton Jones LLC
Washington
$615K
AWA
140
Aletheian Wealth Advisors
Washington
$613K
CCG
141
Coastwise Capital Group
California
$601K
SSW
142
Stone Summit Wealth
Florida
$564K
SF
143
Summit Financial
New Jersey
$558K
RT
144
Rockland Trust
Massachusetts
$541K
ONB
145
Old National Bancorp
Indiana
$541K
WANY
146
Wealthspire Advisors (New York)
New York
$540K
HCM
147
Hilton Capital Management
New York
$537K
BA
148
Brightwater Advisory
Florida
$531K
JGIA
149
Jackson Grant Investment Advisers
Connecticut
$524K
BCM
150
Brookstone Capital Management
Illinois
$489K