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Invesco Preferred ETF

401 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0% less capital invested

Capital invested by funds: $1.95B → $1.94B (-$9.58M)

1.03% less ownership

Funds ownership: 49.73%48.7% (-1%)

6% less funds holding

Funds holding: 427401 (-26)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
401
Holders Change
-26
Holders Change %
-6.09%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
118
Reduced
154
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
176
Crews Bank & Trust
Florida
$377K -$95.1K -8,300 -20%
AWM
177
Ariadne Wealth Management
California
$366K
BHA
178
Beech Hill Advisors
New York
$364K +$360K +31,413 New
ECA
179
Elevation Capital Advisory
Oregon
$363K +$358K +31,276 New
State Farm Mutual Automobile Insurance
180
State Farm Mutual Automobile Insurance
Illinois
$361K +$356K +31,111 New
BWG
181
Balanced Wealth Group
Ohio
$360K +$3.33K +291 +0.9%
SSW
182
Stone Summit Wealth
Florida
$360K -$225K -19,650 -39%
EWM
183
Edge Wealth Management
New York
$350K
CIA
184
Capital Investment Advisors
Georgia
$347K -$13.6K -1,183 -4%
SW
185
SkyOak Wealth
Michigan
$345K
DWP
186
Daymark Wealth Partners
Ohio
$343K -$14.4K -1,258 -4%
TCA
187
Transcend Capital Advisors
New Jersey
$343K +$19.5K +1,700 +6%
FA
188
FF Advisors
California
$340K -$15.6K -1,362 -4%
Bank Julius Baer & Co
189
Bank Julius Baer & Co
Switzerland
$339K
PA
190
Pinnacle Associates
New York
$333K +$75.3K +6,573 +30%
PFA
191
Portland Financial Advisors
New York
$326K +$4.92K +430 +2%
FF
192
Friedenthal Financial
New Jersey
$324K -$11.7K -1,023 -4%
CFB
193
Cullen/Frost Bankers
Texas
$319K +$12.5K +1,089 +4%
PIMG
194
Patriot Investment Management Group
Tennessee
$315K -$43K -3,753 -12%
WAG
195
Wiser Advisor Group
Arizona
$313K +$309K +27,018 New
CFA
196
Camarda Financial Advisors
Florida
$312K +$27K +2,355 +10%
SPC
197
Sigma Planning Corp
Michigan
$309K -$47.2K -4,121 -13%
Corient Private Wealth
198
Corient Private Wealth
Florida
$306K +$44.9K +3,919 +17%
PWM
199
Perigon Wealth Management
California
$303K -$8.04K -702 -3%
LC
200
Landaas & Company
Wisconsin
$301K