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Invesco Preferred ETF

396 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 151 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: 118 | Existing positions reduced: 151

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
396
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
BCM
151
Brookstone Capital Management
Illinois
$483K
SA
152
Stonebridge Advisors
Connecticut
$479K
PWM
153
Pines Wealth Management
North Carolina
$477K
GWCM
154
Godshalk Welsh Capital Management
Pennsylvania
$474K
OIA
155
Optimum Investment Advisors
Illinois
$474K
NA
156
Nautilus Advisors
California
$472K
OCM
157
One Capital Management
California
$464K
CA
158
CSM Advisors
Pennsylvania
$464K
AWM
159
Accel Wealth Management
Iowa
$462K
WANY
160
Wealthspire Advisors (New York)
New York
$461K
MIA
161
MeadowBrook Investment Advisors
Michigan
$457K
PFS
162
Prospera Financial Services
Texas
$454K
EAM
163
Everstar Asset Management
North Carolina
$453K
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$451K
PAS
165
Park Avenue Securities
New York
$443K
WWA
166
WCG Wealth Advisors
Nevada
$442K
NS
167
NBC Securities
Alabama
$419K
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$414K
CAG
169
Csenge Advisory Group
Florida
$411K
CP
170
Creekside Partners
California
$399K
AFP
171
Ausdal Financial Partners
Iowa
$396K
NAG
172
Northstar Advisory Group
New Jersey
$380K
LFAS
173
Level Four Advisory Services
Texas
$379K
CBT
174
Crews Bank & Trust
Florida
$377K
AWM
175
Ariadne Wealth Management
California
$366K