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Invesco Preferred ETF

422 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
422
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Advisory Alpha
Michigan
$544K
HA
152
Hyposwiss Advisors
$529K
HCM
153
Hilton Capital Management
New York
$527K
AIC
154
Argus Investors Counsel
New York
$520K
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$506K
BHA
156
Beech Hill Advisors
New York
$502K
EAM
157
Everstar Asset Management
North Carolina
$494K
RWC
158
Rare Wolf Capital
Washington
$482K
BWG
159
Balanced Wealth Group
Ohio
$473K
RIG
160
Ramiah Investment Group
Wisconsin
$467K
BCM
161
Brookstone Capital Management
Illinois
$457K
NA
162
Nautilus Advisors
California
$457K
KWM
163
Kingsview Wealth Management
Oregon
$443K
OCM
164
One Capital Management
California
$439K
CFP
165
Cascade Financial Partners
California
$433K
MIA
166
MeadowBrook Investment Advisors
Michigan
$429K
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$426K
VA
168
VestGen Advisors
Illinois
$426K
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$426K
NS
170
NBC Securities
Alabama
$424K
NW
171
NewEdge Wealth
Pennsylvania
$407K
CW
172
CreativeOne Wealth
Kansas
$396K
AWM
173
Accel Wealth Management
Iowa
$396K
SW
174
SkyOak Wealth
Michigan
$391K
AFP
175
Ausdal Financial Partners
Iowa
$388K