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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 40 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: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
CIBC World Market
126
CIBC World Market
Ontario, Canada
$737K
Lido Advisors
127
Lido Advisors
California
$711K
IA
128
Integrity Alliance
Iowa
$673K
SA
129
Sanctuary Advisors
Indiana
$667K
NEPWA
130
New England Private Wealth Advisors
Massachusetts
$660K
GSWM
131
Greenup Street Wealth Management
Michigan
$649K
WWMSC
132
Wagner Wealth Management (South Carolina)
South Carolina
$643K
1IA
133
1620 Investment Advisors
Massachusetts
$626K
SFA
134
Sequoia Financial Advisors
Ohio
$623K
CKAIS
135
Christensen King & Associates Investment Services
Washington
$621K
SCTC
136
Sanibel Captiva Trust Company
Florida
$620K
Corient Private Wealth
137
Corient Private Wealth
Florida
$610K
PTC
138
Private Trust Company
Ohio
$610K
PCG
139
Prosperity Consulting Group
Maryland
$606K
CCG
140
Coastwise Capital Group
California
$586K
IAS
141
Insigneo Advisory Services
Florida
$586K
SF
142
Summit Financial
New Jersey
$572K
CIA
143
Concurrent Investment Advisors
Florida
$567K
SQA
144
Simon Quick Advisors
New Jersey
$566K
EWA
145
Etesian Wealth Advisors
Oregon
$563K
BCFS
146
Butensky & Cohen Financial Security
Florida
$556K
RT
147
Rockland Trust
Massachusetts
$548K
ONB
148
Old National Bancorp
Indiana
$546K
AA
149
Advisory Alpha
Michigan
$544K
HA
150
Hyposwiss Advisors
$529K