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Invesco Preferred ETF

423 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 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

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
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Advisory Alpha
Michigan
$544K -$89.3K -7,829 -14%
HA
152
Hyposwiss Advisors
$529K +$537K +47,070 New
HCM
153
Hilton Capital Management
New York
$527K
AIC
154
Argus Investors Counsel
New York
$520K +$13.5K +1,180 +3%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$506K +$513K +45,000 New
BHA
156
Beech Hill Advisors
New York
$502K +$151K +13,218 +42%
EAM
157
Everstar Asset Management
North Carolina
$494K +$9.75K +855 +2%
RWC
158
Rare Wolf Capital
Washington
$482K +$489K +42,853 New
BWG
159
Balanced Wealth Group
Ohio
$473K +$91.5K +8,020 +25%
RIG
160
Ramiah Investment Group
Wisconsin
$467K -$9.43K -827 -2%
BCM
161
Brookstone Capital Management
Illinois
$457K -$10.6K -927 -2%
NA
162
Nautilus Advisors
California
$457K
KWM
163
Kingsview Wealth Management
Oregon
$443K -$170K -14,918 -27%
OCM
164
One Capital Management
California
$439K -$10.9K -956 -2%
CFP
165
Cascade Financial Partners
California
$433K -$1M -88,042 -70%
MIA
166
MeadowBrook Investment Advisors
Michigan
$429K -$13.7K -1,200 -3%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$426K +$25.3K +2,222 +6%
VA
168
VestGen Advisors
Illinois
$426K -$213K -18,665 -33%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$426K -$12K -1,052 -3%
NS
170
NBC Securities
Alabama
$424K +$18.2K +1,595 +4%
NW
171
NewEdge Wealth
Pennsylvania
$407K +$413K +36,190 New
CW
172
CreativeOne Wealth
Kansas
$396K -$264K -23,123 -40%
AWM
173
Accel Wealth Management
Iowa
$396K -$52.5K -4,605 -12%
SW
174
SkyOak Wealth
Michigan
$391K +$57K +5,000 +17%
AFP
175
Ausdal Financial Partners
Iowa
$388K +$4.45K +390 +1%