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Invesco Preferred ETF

414 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 422414 (-8)

10% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 139

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $219K

Holders
414
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
$219K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$33.4M
3 +$30.3M
4
UBS AM
UBS AM
Illinois
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$610K
OC
127
Oppenheimer & Co
New York
$605K
1IA
128
1620 Investment Advisors
Massachusetts
$604K
BCM
129
Boreal Capital Management
Florida
$594K
CKAIS
130
Christensen King & Associates Investment Services
Washington
$589K
AWA
131
Aletheian Wealth Advisors
Washington
$589K
CCG
132
Coastwise Capital Group
California
$569K
SFA
133
Sequoia Financial Advisors
Ohio
$559K
PTC
134
Private Trust Company
Ohio
$556K
SF
135
Summit Financial
New Jersey
$549K
EWA
136
Etesian Wealth Advisors
Oregon
$545K
BHA
137
Beech Hill Advisors
New York
$536K
RT
138
Rockland Trust
Massachusetts
$534K
VA
139
VestGen Advisors
Illinois
$531K
PCG
140
Prosperity Consulting Group
Maryland
$530K
SCTC
141
Sanibel Captiva Trust Company
Florida
$513K
HA
142
Hyposwiss Advisors
$512K
HCM
143
Hilton Capital Management
New York
$510K
BCFS
144
Butensky & Cohen Financial Security
Florida
$501K
RWC
145
Rare Wolf Capital
Washington
$466K
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$460K
IAS
147
Insigneo Advisory Services
Florida
$457K
BWG
148
Balanced Wealth Group
Ohio
$449K
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$447K
AA
150
Advisory Alpha
Michigan
$445K