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Invesco Preferred ETF

396 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 151 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 151

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
396
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
BHA
176
Beech Hill Advisors
New York
$364K
ECA
177
Elevation Capital Advisory
Oregon
$363K
State Farm Mutual Automobile Insurance
178
State Farm Mutual Automobile Insurance
Illinois
$361K
BWG
179
Balanced Wealth Group
Ohio
$360K
SSW
180
Stone Summit Wealth
Florida
$360K
EWM
181
Edge Wealth Management
New York
$350K
CIA
182
Capital Investment Advisors
Georgia
$347K
SW
183
SkyOak Wealth
Michigan
$345K
DWP
184
Daymark Wealth Partners
Ohio
$343K
TCA
185
Transcend Capital Advisors
New Jersey
$343K
FA
186
FF Advisors
California
$340K
Bank Julius Baer & Co
187
Bank Julius Baer & Co
Switzerland
$339K
PA
188
Pinnacle Associates
New York
$333K
PFA
189
Portland Financial Advisors
New York
$326K
FF
190
Friedenthal Financial
New Jersey
$324K
CFB
191
Cullen/Frost Bankers
Texas
$319K
PIMG
192
Patriot Investment Management Group
Tennessee
$315K
WAG
193
Wiser Advisor Group
Arizona
$313K
CFA
194
Camarda Financial Advisors
Florida
$312K
SPC
195
Sigma Planning Corp
Michigan
$309K
Corient Private Wealth
196
Corient Private Wealth
Florida
$306K
PWM
197
Perigon Wealth Management
California
$303K
LC
198
Landaas & Company
Wisconsin
$301K
FIA
199
Foundations Investment Advisors
Arizona
$300K
SFS
200
Sowell Financial Services
Arkansas
$295K