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Invesco Preferred ETF

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, 130 increasing their positions, 173 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $2.58B → $2.13B (-$457M)

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

25% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 173

Holders
445
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
$444K
Puts
$479K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$596K
PPWP
152
Proquility Private Wealth Partners
Nevada
$595K
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$588K
ONB
154
Old National Bancorp
Indiana
$583K
Principal Financial Group
155
Principal Financial Group
Iowa
$576K
AWS
156
Atria Wealth Solutions
New York
$560K
AWM
157
Accel Wealth Management
Iowa
$558K
RT
158
Rockland Trust
Massachusetts
$548K
Lido Advisors
159
Lido Advisors
California
$540K
SSW
160
Stone Summit Wealth
Florida
$536K
JGIA
161
Jackson Grant Investment Advisers
Connecticut
$534K
BCM
162
Brookstone Capital Management
Illinois
$530K
AWA
163
Aletheian Wealth Advisors
Washington
$521K
GWCM
164
Godshalk Welsh Capital Management
Pennsylvania
$515K
CKAIS
165
Christensen King & Associates Investment Services
Washington
$515K
OCM
166
One Capital Management
California
$498K
BA
167
Bristlecone Advisors
Washington
$496K
RIG
168
Ramiah Investment Group
Wisconsin
$491K
AIA
169
Acute Investment Advisory
Arizona
$485K
AIC
170
Argus Investors Counsel
New York
$484K
EAM
171
Everstar Asset Management
North Carolina
$476K
MIA
172
MeadowBrook Investment Advisors
Michigan
$475K
MMCM
173
Murphy & Mullick Capital Management
New York
$471K
GF
174
Gries Financial
Ohio
$470K
PTC
175
Private Trust Company
Ohio
$470K