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Invesco Preferred ETF

394 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, 150 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:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
ECA
176
Elevation Capital Advisory
Oregon
$363K
State Farm Mutual Automobile Insurance
177
State Farm Mutual Automobile Insurance
Illinois
$361K
BWG
178
Balanced Wealth Group
Ohio
$360K
SSW
179
Stone Summit Wealth
Florida
$360K
EWM
180
Edge Wealth Management
New York
$350K
CIA
181
Capital Investment Advisors
Georgia
$347K
SW
182
SkyOak Wealth
Michigan
$345K
DWP
183
Daymark Wealth Partners
Ohio
$343K
TCA
184
Transcend Capital Advisors
New Jersey
$343K
FA
185
FF Advisors
California
$340K
Bank Julius Baer & Co
186
Bank Julius Baer & Co
Switzerland
$339K
PA
187
Pinnacle Associates
New York
$333K
PFA
188
Portland Financial Advisors
New York
$326K
FF
189
Friedenthal Financial
New Jersey
$324K
CFB
190
Cullen/Frost Bankers
Texas
$319K
PIMG
191
Patriot Investment Management Group
Tennessee
$315K
WAG
192
Wiser Advisor Group
Arizona
$313K
CFA
193
Camarda Financial Advisors
Florida
$312K
SPC
194
Sigma Planning Corp
Michigan
$309K
Corient Private Wealth
195
Corient Private Wealth
Florida
$306K
PWM
196
Perigon Wealth Management
California
$303K
LC
197
Landaas & Company
Wisconsin
$301K
FIA
198
Foundations Investment Advisors
Arizona
$300K
SFS
199
Sowell Financial Services
Arkansas
$295K
FFN
200
Focus Financial Network
Minnesota
$295K