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Invesco Preferred ETF

423 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 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

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
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oppenheimer & Co
New York
$766K -$2.47M -216,729 -76%
PWM
127
Pines Wealth Management
North Carolina
$740K +$282K +24,717 +60%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$737K +$15.5K +1,361 +2%
Lido Advisors
129
Lido Advisors
California
$711K
IA
130
Integrity Alliance
Iowa
$673K +$683K +59,879 New
SA
131
Sanctuary Advisors
Indiana
$667K -$5.72K -502 -0.8%
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$660K +$10.4K +916 +2%
GSWM
133
Greenup Street Wealth Management
Michigan
$649K -$30.3K -2,660 -4%
WWMSC
134
Wagner Wealth Management (South Carolina)
South Carolina
$643K -$12.1K -1,064 -2%
1IA
135
1620 Investment Advisors
Massachusetts
$626K -$10K -878 -2%
SFA
136
Sequoia Financial Advisors
Ohio
$623K -$74.4K -6,527 -11%
CKAIS
137
Christensen King & Associates Investment Services
Washington
$621K +$296 +26 +0%
SCTC
138
Sanibel Captiva Trust Company
Florida
$620K -$354K -31,000 -36%
Corient Private Wealth
139
Corient Private Wealth
Florida
$610K +$318K +27,901 +106%
PTC
140
Private Trust Company
Ohio
$610K +$7.77K +681 +1%
PCG
141
Prosperity Consulting Group
Maryland
$606K -$248K -21,775 -29%
CCG
142
Coastwise Capital Group
California
$586K +$6.52K +572 +1%
IAS
143
Insigneo Advisory Services
Florida
$586K +$595K +52,133 New
SF
144
Summit Financial
New Jersey
$572K -$99.8K -8,756 -15%
CIA
145
Concurrent Investment Advisors
Florida
$567K -$17.6K -1,544 -3%
SQA
146
Simon Quick Advisors
New Jersey
$566K -$102K -8,950 -15%
EWA
147
Etesian Wealth Advisors
Oregon
$563K -$71.4K -6,261 -11%
BCFS
148
Butensky & Cohen Financial Security
Florida
$556K -$55.3K -4,847 -9%
RT
149
Rockland Trust
Massachusetts
$548K +$1.96K +172 +0.4%
ONB
150
Old National Bancorp
Indiana
$546K -$50K -4,385 -8%