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Invesco Preferred ETF
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Overview Fund Activity

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$748M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
3
Goldman Sachs
New York
$21M
4
LOIP
4
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
5
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$81.4M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
QC
4
Quadrature Capital
United Kingdom
$0
5
AMG
5
Advisors Management Group
Wisconsin
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
151
Belpointe Asset Management
Nevada
$596K 53,149 +29,066 +121%
PPWP
152
Proquility Private Wealth Partners
Nevada
$595K 52,997 +52,997 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$588K 52,406 +2,874 +6%
ONB
154
Old National Bancorp
Indiana
$583K 51,923 -3,694 -7%
Principal Financial Group
155
Principal Financial Group
Iowa
$576K 51,326 -666,255 -93%
AWS
156
Atria Wealth Solutions
New York
$560K 49,950 +12,361 +33%
AWM
157
Accel Wealth Management
Iowa
$558K 49,727 -5,311 -10%
RT
158
Rockland Trust
Massachusetts
$548K 48,811 -216 -0.4%
Lido Advisors
159
Lido Advisors
California
$540K 48,158 -5,190 -10%
SSW
160
Stone Summit Wealth
Florida
$536K 47,750 +26,500 +125%
JGIA
161
Jackson Grant Investment Advisers
Connecticut
$534K 47,601 +13,997 +42%
BCM
162
Brookstone Capital Management
Illinois
$530K 47,254 -1,894 -4%
AWA
163
Aletheian Wealth Advisors
Washington
$521K 46,406 -577 -1%
GWCM
164
Godshalk Welsh Capital Management
Pennsylvania
$515K 45,900 -3,500 -7%
CKAIS
165
Christensen King & Associates Investment Services
Washington
$515K 44,835 +330 +0.7%
OCM
166
One Capital Management
California
$498K 44,370 -736,037 -94%
BA
167
Bristlecone Advisors
Washington
$496K 44,180 – –
RIG
168
Ramiah Investment Group
Wisconsin
$491K 43,805 +43,805 New
AIA
169
Acute Investment Advisory
Arizona
$485K 43,207 -143,708 -77%
AIC
170
Argus Investors Counsel
New York
$484K 43,169 +1,080 +3%
EAM
171
Everstar Asset Management
North Carolina
$476K 42,392 – –
MIA
172
MeadowBrook Investment Advisors
Michigan
$475K 42,292 +450 +1%
MMCM
173
Murphy & Mullick Capital Management
New York
$471K 41,936 -3,909 -9%
GF
174
Gries Financial
Ohio
$470K 41,914 -36,747 -47%
PTC
175
Private Trust Company
Ohio
$470K 41,899 -35 -0.1%
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7
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