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Invesco Preferred ETF

394 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, 150 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:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
CW
126
CreativeOne Wealth
Kansas
$677K
WWM
127
Wagner Wealth Management
South Carolina
$676K
NEPWA
128
New England Private Wealth Advisors
Massachusetts
$670K
AA
129
Advisory Alpha
Michigan
$660K
1IA
130
1620 Investment Advisors
Massachusetts
$656K
VA
131
VestGen Advisors
Illinois
$656K
EWA
132
Etesian Wealth Advisors
Oregon
$653K
BJL
133
Brighton Jones LLC
Washington
$650K
AWA
134
Aletheian Wealth Advisors
Washington
$642K
CKAIS
135
Christensen King & Associates Investment Services
Washington
$641K
KWM
136
Kingsview Wealth Management
Oregon
$630K
BCFS
137
Butensky & Cohen Financial Security
Florida
$630K
PTC
138
Private Trust Company
Ohio
$622K
ONB
139
Old National Bancorp
Indiana
$614K
CIA
140
Concurrent Investment Advisors
Florida
$603K
CCG
141
Coastwise Capital Group
California
$598K
RT
142
Rockland Trust
Massachusetts
$564K
HCM
143
Hilton Capital Management
New York
$543K
JGIA
144
Jackson Grant Investment Advisers
Connecticut
$534K
CB
145
Commerce Bank
Missouri
$532K
AIC
146
Argus Investors Counsel
New York
$523K
RIG
147
Ramiah Investment Group
Wisconsin
$492K
HF
148
HRT Financial
New York
$488K
BCM
149
Brookstone Capital Management
Illinois
$483K
SA
150
Stonebridge Advisors
Connecticut
$479K