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Invesco Preferred ETF

422 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
OC
126
Oppenheimer & Co
New York
$766K
PWM
127
Pines Wealth Management
North Carolina
$740K
CIBC World Market
128
CIBC World Market
Ontario, Canada
$737K
Lido Advisors
129
Lido Advisors
California
$711K
IA
130
Integrity Alliance
Iowa
$673K
SA
131
Sanctuary Advisors
Indiana
$667K
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$660K
GSWM
133
Greenup Street Wealth Management
Michigan
$649K
WWMSC
134
Wagner Wealth Management (South Carolina)
South Carolina
$643K
1IA
135
1620 Investment Advisors
Massachusetts
$626K
SFA
136
Sequoia Financial Advisors
Ohio
$623K
CKAIS
137
Christensen King & Associates Investment Services
Washington
$621K
SCTC
138
Sanibel Captiva Trust Company
Florida
$620K
Corient Private Wealth
139
Corient Private Wealth
Florida
$610K
PTC
140
Private Trust Company
Ohio
$610K
PCG
141
Prosperity Consulting Group
Maryland
$606K
CCG
142
Coastwise Capital Group
California
$586K
IAS
143
Insigneo Advisory Services
Florida
$586K
SF
144
Summit Financial
New Jersey
$572K
CIA
145
Concurrent Investment Advisors
Florida
$567K
SQA
146
Simon Quick Advisors
New Jersey
$566K
EWA
147
Etesian Wealth Advisors
Oregon
$563K
BCFS
148
Butensky & Cohen Financial Security
Florida
$556K
RT
149
Rockland Trust
Massachusetts
$548K
ONB
150
Old National Bancorp
Indiana
$546K