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Invesco Preferred ETF

401 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0% less capital invested

Capital invested by funds: $1.95B → $1.94B (-$9.58M)

1.03% less ownership

Funds ownership: 49.73%48.7% (-1%)

6% less funds holding

Funds holding: 427401 (-26)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
401
Holders Change
-26
Holders Change %
-6.09%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
118
Reduced
154
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
151
Ramiah Investment Group
Wisconsin
$492K -$19.7K -1,720 -4%
HF
152
HRT Financial
New York
$488K +$482K +42,085 New
BCM
153
Brookstone Capital Management
Illinois
$483K -$26.4K -2,303 -5%
SA
154
Stonebridge Advisors
Connecticut
$479K +$473K +41,295 New
PWM
155
Pines Wealth Management
North Carolina
$477K +$58.1K +5,073 +14%
GWCM
156
Godshalk Welsh Capital Management
Pennsylvania
$474K
OIA
157
Optimum Investment Advisors
Illinois
$474K
NA
158
Nautilus Advisors
California
$472K
OCM
159
One Capital Management
California
$464K -$5.28K -461 -1%
CA
160
CSM Advisors
Pennsylvania
$464K -$249K -21,700 -35%
AWM
161
Accel Wealth Management
Iowa
$462K -$33.5K -2,925 -7%
WANY
162
Wealthspire Advisors (New York)
New York
$461K -$100K -8,756 -18%
MIA
163
MeadowBrook Investment Advisors
Michigan
$457K -$5.18K -452 -1%
PFS
164
Prospera Financial Services
Texas
$454K -$6.9K -602 -2%
EAM
165
Everstar Asset Management
North Carolina
$453K -$11.5K -1,000 -2%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$451K -$48.3K -4,216 -10%
PAS
167
Park Avenue Securities
New York
$443K +$5.39K +471 +1%
WWA
168
WCG Wealth Advisors
Nevada
$442K -$2.53K -221 -0.6%
NS
169
NBC Securities
Alabama
$419K +$7.62K +665 +2%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$414K -$8.42K -735 -2%
CAG
171
Csenge Advisory Group
Florida
$411K +$76K +6,632 +23%
CP
172
Creekside Partners
California
$399K +$756 +66 +0.2%
AFP
173
Ausdal Financial Partners
Iowa
$396K +$27.8K +2,431 +8%
NAG
174
Northstar Advisory Group
New Jersey
$380K -$2.3K -201 -0.6%
LFAS
175
Level Four Advisory Services
Texas
$379K +$23 +2 +0%