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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
EAM
151
Everstar Asset Management
North Carolina
$494K
RWC
152
Rare Wolf Capital
Washington
$482K
BWG
153
Balanced Wealth Group
Ohio
$473K
RIG
154
Ramiah Investment Group
Wisconsin
$467K
BCM
155
Brookstone Capital Management
Illinois
$457K
NA
156
Nautilus Advisors
California
$457K
KWM
157
Kingsview Wealth Management
Oregon
$443K
OCM
158
One Capital Management
California
$439K
CFP
159
Cascade Financial Partners
California
$433K
MIA
160
MeadowBrook Investment Advisors
Michigan
$429K
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$426K
VA
162
VestGen Advisors
Illinois
$426K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$426K
NS
164
NBC Securities
Alabama
$424K
NW
165
NewEdge Wealth
Pennsylvania
$407K
CW
166
CreativeOne Wealth
Kansas
$396K
AWM
167
Accel Wealth Management
Iowa
$396K
SW
168
SkyOak Wealth
Michigan
$391K
AFP
169
Ausdal Financial Partners
Iowa
$388K
JSW
170
Journey Strategic Wealth
New Jersey
$384K
PFS
171
Prospera Financial Services
Texas
$384K
CB
172
Commerce Bank
Missouri
$372K
NAG
173
Northstar Advisory Group
New Jersey
$369K
AWM
174
Ariadne Wealth Management
California
$367K
LFAS
175
Level Four Advisory Services
Texas
$367K