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Invesco Preferred ETF

396 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 151 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 151

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
396
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
SQA
126
Simon Quick Advisors
New Jersey
$688K
ATPW
127
Ashton Thomas Private Wealth
Arizona
$688K
CW
128
CreativeOne Wealth
Kansas
$677K
WWMSC
129
Wagner Wealth Management (South Carolina)
South Carolina
$676K
NEPWA
130
New England Private Wealth Advisors
Massachusetts
$670K
AA
131
Advisory Alpha
Michigan
$660K
1IA
132
1620 Investment Advisors
Massachusetts
$656K
VA
133
VestGen Advisors
Illinois
$656K
EWA
134
Etesian Wealth Advisors
Oregon
$653K
BJL
135
Brighton Jones LLC
Washington
$650K
AWA
136
Aletheian Wealth Advisors
Washington
$642K
CKAIS
137
Christensen King & Associates Investment Services
Washington
$641K
KWM
138
Kingsview Wealth Management
Oregon
$630K
BCFS
139
Butensky & Cohen Financial Security
Florida
$630K
PTC
140
Private Trust Company
Ohio
$622K
ONB
141
Old National Bancorp
Indiana
$614K
CIA
142
Concurrent Investment Advisors
Florida
$603K
CCG
143
Coastwise Capital Group
California
$598K
RT
144
Rockland Trust
Massachusetts
$564K
HCM
145
Hilton Capital Management
New York
$543K
JGIA
146
Jackson Grant Investment Advisers
Connecticut
$534K
CB
147
Commerce Bank
Missouri
$532K
AIC
148
Argus Investors Counsel
New York
$523K
RIG
149
Ramiah Investment Group
Wisconsin
$492K
HF
150
HRT Financial
New York
$488K