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Invesco Preferred ETF

414 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 114 increasing their positions, 150 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 ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 150

Holders
414
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
State Farm Mutual Automobile Insurance
176
State Farm Mutual Automobile Insurance
Illinois
$350K
CP
177
Creekside Partners
California
$336K
FA
178
FF Advisors
California
$329K
Bank Julius Baer & Co
179
Bank Julius Baer & Co
Switzerland
$329K
VAS
180
Vestmark Advisory Solutions
Massachusetts
$327K
FF
181
Friedenthal Financial
New Jersey
$327K
MWP
182
Madison Wealth Partners
Wisconsin
$319K
PFA
183
Portland Financial Advisors
New York
$316K
Goldman Sachs
184
Goldman Sachs
New York
$314K
WWM
185
Western Wealth Management
Colorado
$307K
Corient Private Wealth
186
Corient Private Wealth
Florida
$305K
WAG
187
Wiser Advisor Group
Arizona
$304K
CFB
188
Cullen/Frost Bankers
Texas
$295K
LC
189
Landaas & Company
Wisconsin
$292K
CIA
190
Capital Investment Advisors
Georgia
$287K
SFS
191
Sowell Financial Services
Arkansas
$287K
MFS
192
Madrona Financial Services
Washington
$283K
FFN
193
Focus Financial Network
Minnesota
$282K
SSW
194
Stone Summit Wealth
Florida
$281K
CBT
195
Crews Bank & Trust
Florida
$278K
SC
196
Savant Capital
Illinois
$273K
SPC
197
Sigma Planning Corp
Michigan
$272K
SC
198
Sepio Capital
Utah
$271K
TF
199
Tompkins Financial
New York
$266K
PA
200
Pinnacle Associates
New York
$266K