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Invesco Preferred ETF
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Overview Fund Activity

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$748M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$9.54M
3
Goldman Sachs
Goldman Sachs
New York
$21M
4
LOIP
Live Oak Investment Partners
Texas
$7.58M
5
LPL Financial
LPL Financial
California
$170M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$6.86M
2
First Trust Advisors
First Trust Advisors
Illinois
$81.4M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$40.8M
4
HNB
Huntington National Bank
Ohio
$16M
5
QC
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
176
Lion Street Advisors
Texas
$460K +$9.8K +873 +2%
OIA
177
Optimum Investment Advisors
Illinois
$458K -$86.4K -7,700 -16%
NA
178
Nautilus Advisors
California
$457K – – –
LFAS
179
Level Four Advisory Services
Texas
$447K +$7.78K +693 +2%
CBT
180
Crews Bank & Trust
Florida
$446K +$2.24K +200 +0.5%
IBOK
181
Independence Bank of Kentucky
Kentucky
$440K -$73.2K -6,525 -14%
NW
182
NewEdge Wealth
Pennsylvania
$424K -$20.9K -1,859 -5%
PFS
183
Prospera Financial Services
Texas
$423K -$1.47K -131 -0.3%
AAS
184
Avantax Advisory Services
Texas
$410K +$15.1K +1,345 +4%
GI
185
GAMMA Investing
California
$395K +$84.9K +7,569 +27%
NS
186
NBC Securities
Alabama
$395K +$395K +35,215 +110,047%
Tudor Investment Corp
187
Tudor Investment Corp
Connecticut
$394K -$675K -60,176 -63%
CP
188
Creekside Partners
California
$385K +$729 +65 +0.2%
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$380K +$5.31K +473 +1%
IAIM
190
International Assets Investment Management
Florida
$380K +$28.7K +2,560 +8%
GLA
191
Good Life Advisors
Pennsylvania
$374K +$16.1K +1,431 +4%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$371K -$150K -12,296 -29%
PWM
193
Pines Wealth Management
North Carolina
$368K +$36.9K +3,386 +11%
NAG
194
Northstar Advisory Group
New Jersey
$363K +$12K +1,066 +3%
AWM
195
Ariadne Wealth Management
California
$357K – – –
BWG
196
Beta Wealth Group
California
$354K -$422K -37,634 -54%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$353K -$4.69K -418 -1%
PIA
198
Perennial Investment Advisors
California
$349K -$58.8K -5,245 -14%
IWM
199
IHT Wealth Management
Illinois
$347K -$2.61K -233 -0.7%
PIMG
200
Patriot Investment Management Group
Tennessee
$347K +$606 +54 +0.2%
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