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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
NA
151
Nautilus Advisors
California
$472K
OCM
152
One Capital Management
California
$464K
CA
153
CSM Advisors
Pennsylvania
$464K
AWM
154
Accel Wealth Management
Iowa
$462K
WANY
155
Wealthspire Advisors (New York)
New York
$461K
MIA
156
MeadowBrook Investment Advisors
Michigan
$457K
PFS
157
Prospera Financial Services
Texas
$454K
EAM
158
Everstar Asset Management
North Carolina
$453K
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$451K
PAS
160
Park Avenue Securities
New York
$443K
WWA
161
WCG Wealth Advisors
Nevada
$442K
NS
162
NBC Securities
Alabama
$419K
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$414K
CAG
164
Csenge Advisory Group
Florida
$411K
CP
165
Creekside Partners
California
$399K
AFP
166
Ausdal Financial Partners
Iowa
$396K
NAG
167
Northstar Advisory Group
New Jersey
$380K
LFAS
168
Level Four Advisory Services
Texas
$379K
CBT
169
Crews Bank & Trust
Florida
$377K
AWM
170
Ariadne Wealth Management
California
$366K
BHA
171
Beech Hill Advisors
New York
$364K
ECA
172
Elevation Capital Advisory
Oregon
$363K
State Farm Mutual Automobile Insurance
173
State Farm Mutual Automobile Insurance
Illinois
$361K
BWG
174
Balanced Wealth Group
Ohio
$360K
SSW
175
Stone Summit Wealth
Florida
$360K