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Invesco Preferred ETF

422 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
176
Level Four Advisory Services
Texas
$364K
BWG
177
Balanced Wealth Group
Ohio
$362K
AFP
178
Ausdal Financial Partners
Iowa
$353K
CCM
179
Crabel Capital Management
California
$353K
GLA
180
Good Life Advisors
Pennsylvania
$352K
CIA
181
Capital Investment Advisors
Georgia
$346K
BWG
182
Beta Wealth Group
California
$346K
MMCM
183
Murphy & Mullick Capital Management
New York
$345K
PIMG
184
Patriot Investment Management Group
Tennessee
$344K
DWP
185
Daymark Wealth Partners
Ohio
$343K
SPC
186
Sigma Planning Corp
Michigan
$342K
FA
187
FF Advisors
California
$341K
EWM
188
Edge Wealth Management
New York
$336K
ACA
189
Atlas Capital Advisors
Wyoming
$334K
SW
190
SkyOak Wealth
Michigan
$331K
AAS
191
Avantax Advisory Services
Texas
$327K
Bank Julius Baer & Co
192
Bank Julius Baer & Co
Switzerland
$326K
AAP
193
Arax Advisory Partners
Colorado
$324K
MA
194
Mutual Advisors
Nebraska
$322K
FF
195
Friedenthal Financial
New Jersey
$322K
CAG
196
Csenge Advisory Group
Florida
$316K
TCA
197
Transcend Capital Advisors
New Jersey
$310K
BAM
198
Belpointe Asset Management
Nevada
$309K
PFA
199
Portland Financial Advisors
New York
$308K
AIA
200
Acute Investment Advisory
Arizona
$302K