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Invesco Preferred ETF
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Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
HNB
4
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
151
Argus Investors Counsel
New York
$480K – – –
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$480K -$103K -9,279 -18%
AWM
153
Accel Wealth Management
Iowa
$476K -$77.7K -6,985 -14%
GWCM
154
Godshalk Welsh Capital Management
Pennsylvania
$455K -$55.7K -5,000 -11%
OIA
155
Optimum Investment Advisors
Illinois
$455K – – –
CBT
156
Crews Bank & Trust
Florida
$454K +$11.1K +1,000 +3%
NA
157
Nautilus Advisors
California
$453K – – –
OCM
158
One Capital Management
California
$450K -$43.5K -3,909 -9%
EAM
159
Everstar Asset Management
North Carolina
$446K -$25.6K -2,300 -5%
PTC
160
Private Trust Company
Ohio
$446K -$20.5K -1,840 -4%
MIA
161
MeadowBrook Investment Advisors
Michigan
$444K -$27K -2,430 -6%
PFS
162
Prospera Financial Services
Texas
$442K +$22.9K +2,054 +5%
LSA
163
Lion Street Advisors
Texas
$429K -$27.7K -2,489 -6%
WWA
164
WCG Wealth Advisors
Nevada
$427K +$427K +38,342 New
PAS
165
Park Avenue Securities
New York
$420K +$420K +37,754 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$410K +$59.6K +5,356 +17%
PWM
167
Pines Wealth Management
North Carolina
$407K +$26.7K +2,370 +7%
FHA
168
Flagship Harbor Advisors
Massachusetts
$406K -$210K -18,902 -34%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$406K +$28.3K +2,545 +8%
NS
170
NBC Securities
Alabama
$394K +$2.22K +200 +0.6%
IBOK
171
Independence Bank of Kentucky
Kentucky
$386K -$50.4K -4,525 -12%
CP
172
Creekside Partners
California
$383K +$723 +65 +0.2%
AWM
173
Ariadne Wealth Management
California
$370K – – –
NAG
174
Northstar Advisory Group
New Jersey
$367K +$7.34K +659 +2%
LFAS
175
Level Four Advisory Services
Texas
$364K -$79.6K -7,156 -18%
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