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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 40 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: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
HCM
151
Hilton Capital Management
New York
$527K
AIC
152
Argus Investors Counsel
New York
$520K
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$506K
BHA
154
Beech Hill Advisors
New York
$502K
EAM
155
Everstar Asset Management
North Carolina
$494K
RWC
156
Rare Wolf Capital
Washington
$482K
BWG
157
Balanced Wealth Group
Ohio
$473K
RIG
158
Ramiah Investment Group
Wisconsin
$467K
BCM
159
Brookstone Capital Management
Illinois
$457K
NA
160
Nautilus Advisors
California
$457K
KWM
161
Kingsview Wealth Management
Oregon
$443K
OCM
162
One Capital Management
California
$439K
CFP
163
Cascade Financial Partners
California
$433K
MIA
164
MeadowBrook Investment Advisors
Michigan
$429K
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$426K
VA
166
VestGen Advisors
Illinois
$426K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$426K
NS
168
NBC Securities
Alabama
$424K
NW
169
NewEdge Wealth
Pennsylvania
$407K
CW
170
CreativeOne Wealth
Kansas
$396K
AWM
171
Accel Wealth Management
Iowa
$396K
SW
172
SkyOak Wealth
Michigan
$391K
AFP
173
Ausdal Financial Partners
Iowa
$388K
JSW
174
Journey Strategic Wealth
New Jersey
$384K
PFS
175
Prospera Financial Services
Texas
$384K