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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 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:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
EWM
176
Edge Wealth Management
New York
$350K
CIA
177
Capital Investment Advisors
Georgia
$347K
SW
178
SkyOak Wealth
Michigan
$345K
DWP
179
Daymark Wealth Partners
Ohio
$343K
TCA
180
Transcend Capital Advisors
New Jersey
$343K
FA
181
FF Advisors
California
$340K
Bank Julius Baer & Co
182
Bank Julius Baer & Co
Switzerland
$339K
PA
183
Pinnacle Associates
New York
$333K
PFA
184
Portland Financial Advisors
New York
$326K
FF
185
Friedenthal Financial
New Jersey
$324K
CFB
186
Cullen/Frost Bankers
Texas
$319K
PIMG
187
Patriot Investment Management Group
Tennessee
$315K
WAG
188
Wiser Advisor Group
Arizona
$313K
CFA
189
Camarda Financial Advisors
Florida
$312K
SPC
190
Sigma Planning Corp
Michigan
$309K
Corient Private Wealth
191
Corient Private Wealth
Florida
$306K
PWM
192
Perigon Wealth Management
California
$303K
LC
193
Landaas & Company
Wisconsin
$301K
FIA
194
Foundations Investment Advisors
Arizona
$300K
SFS
195
Sowell Financial Services
Arkansas
$295K
FFN
196
Focus Financial Network
Minnesota
$295K
MMCM
197
Murphy & Mullick Capital Management
New York
$293K
CCM
198
Crabel Capital Management
California
$292K
MFS
199
Madrona Financial Services
Washington
$288K
AWA
200
Amplius Wealth Advisors
Pennsylvania
$287K