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Invesco Preferred ETF

394 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, 150 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:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
PWM
151
Pines Wealth Management
North Carolina
$477K
GWCM
152
Godshalk Welsh Capital Management
Pennsylvania
$474K
OIA
153
Optimum Investment Advisors
Illinois
$474K
NA
154
Nautilus Advisors
California
$472K
OCM
155
One Capital Management
California
$464K
CA
156
CSM Advisors
Pennsylvania
$464K
AWM
157
Accel Wealth Management
Iowa
$462K
WANY
158
Wealthspire Advisors (New York)
New York
$461K
MIA
159
MeadowBrook Investment Advisors
Michigan
$457K
PFS
160
Prospera Financial Services
Texas
$454K
EAM
161
Everstar Asset Management
North Carolina
$453K
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$451K
PAS
163
Park Avenue Securities
New York
$443K
WWA
164
WCG Wealth Advisors
Nevada
$442K
NS
165
NBC Securities
Alabama
$419K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$414K
CAG
167
Csenge Advisory Group
Florida
$411K
CP
168
Creekside Partners
California
$399K
AFP
169
Ausdal Financial Partners
Iowa
$396K
NAG
170
Northstar Advisory Group
New Jersey
$380K
LFAS
171
Level Four Advisory Services
Texas
$379K
CBT
172
Crews Bank & Trust
Florida
$377K
AWM
173
Ariadne Wealth Management
California
$366K
BHA
174
Beech Hill Advisors
New York
$364K
ECA
175
Elevation Capital Advisory
Oregon
$363K