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Invesco Preferred ETF

423 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
176
Journey Strategic Wealth
New Jersey
$384K +$390K +34,158 New
PFS
177
Prospera Financial Services
Texas
$384K -$56.8K -4,985 -13%
CB
178
Commerce Bank
Missouri
$372K -$145K -12,725 -28%
NAG
179
Northstar Advisory Group
New Jersey
$369K -$23 -2 -0%
AWM
180
Ariadne Wealth Management
California
$367K
LFAS
181
Level Four Advisory Services
Texas
$367K -$684 -60 -0.2%
State Farm Mutual Automobile Insurance
182
State Farm Mutual Automobile Insurance
Illinois
$350K
CP
183
Creekside Partners
California
$336K -$52.3K -4,584 -13%
FA
184
FF Advisors
California
$329K
Bank Julius Baer & Co
185
Bank Julius Baer & Co
Switzerland
$329K
VAS
186
Vestmark Advisory Solutions
Massachusetts
$327K +$332K +29,103 New
FF
187
Friedenthal Financial
New Jersey
$327K +$13.2K +1,158 +4%
MWP
188
Madison Wealth Partners
Wisconsin
$319K -$479K -41,986 -60%
PFA
189
Portland Financial Advisors
New York
$316K
Goldman Sachs
190
Goldman Sachs
New York
$314K -$11.3M -992,000 -97%
WWM
191
Western Wealth Management
Colorado
$307K +$119K +10,463 +62%
WAG
192
Wiser Advisor Group
Arizona
$304K +$456 +40 +0.1%
CFB
193
Cullen/Frost Bankers
Texas
$295K -$14.2K -1,241 -5%
LC
194
Landaas & Company
Wisconsin
$292K
CIA
195
Capital Investment Advisors
Georgia
$287K -$50.1K -4,397 -15%
SFS
196
Sowell Financial Services
Arkansas
$287K +$810 +71 +0.3%
MFS
197
Madrona Financial Services
Washington
$283K +$3.73K +327 +1%
FFN
198
Focus Financial Network
Minnesota
$282K -$3.69K -324 -1%
SSW
199
Stone Summit Wealth
Florida
$281K -$69K -6,051 -19%
CBT
200
Crews Bank & Trust
Florida
$278K -$88.1K -7,725 -24%