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Invesco Preferred ETF
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Overview Fund Activity

420 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-25
Holders Change %
-5.62%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
114
Reduced
178
Closed
56
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$382K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16.9M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$52M
3
CSP
3
Cary Street Partners
Virginia
$11.5M
4
CC
4
Centiva Capital
New York
$10M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$76.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$37.6M
3
Bank of America
3
Bank of America
North Carolina
$719M
4
HNB
4
Huntington National Bank
Ohio
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWG
176
Balanced Wealth Group
Ohio
$362K +$212K +18,704 +141%
AFP
177
Ausdal Financial Partners
Iowa
$353K -$371K -33,366 -51%
CCM
178
Crabel Capital Management
California
$353K +$353K +31,691 New
GLA
179
Good Life Advisors
Pennsylvania
$352K -$19.2K -1,727 -5%
CIA
180
Capital Investment Advisors
Georgia
$346K +$149K +13,384 +75%
BWG
181
Beta Wealth Group
California
$346K -$5.38K -483 -2%
MMCM
182
Murphy & Mullick Capital Management
New York
$345K -$130K -11,469 -27%
PIMG
183
Patriot Investment Management Group
Tennessee
$344K +$601 +54 +0.2%
DWP
184
Daymark Wealth Partners
Ohio
$343K +$36.6K +3,289 +12%
SPC
185
Sigma Planning Corp
Michigan
$342K -$587K -52,759 -63%
FA
186
FF Advisors
California
$341K – – –
EWM
187
Edge Wealth Management
New York
$336K – – –
ACA
188
Atlas Capital Advisors
Wyoming
$334K – – –
SW
189
SkyOak Wealth
Michigan
$331K +$11.1K +1,000 +3%
AAS
190
Avantax Advisory Services
Texas
$327K -$79.5K -7,143 -20%
Bank Julius Baer & Co
191
Bank Julius Baer & Co
Switzerland
$326K +$37.5K +3,370 +13%
AAP
192
Arax Advisory Partners
Colorado
$324K -$612 -55 -0.2%
MA
193
Mutual Advisors
Nebraska
$322K -$6.57K -587 -2%
FF
194
Friedenthal Financial
New Jersey
$322K -$267 -24 -0.1%
CAG
195
Csenge Advisory Group
Florida
$316K -$2.01K -183 -0.6%
TCA
196
Transcend Capital Advisors
New Jersey
$310K +$26.9K +2,414 +9%
BAM
197
Belpointe Asset Management
Nevada
$309K -$282K -25,347 -48%
PFA
198
Portland Financial Advisors
New York
$308K -$11.5K -1,030 -4%
AIA
199
Acute Investment Advisory
Arizona
$302K -$179K -16,062 -37%
PWM
200
Perigon Wealth Management
California
$298K +$27.3K +2,454 +10%
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