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Invesco Preferred ETF

422 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 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

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
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
JSW
176
Journey Strategic Wealth
New Jersey
$384K
PFS
177
Prospera Financial Services
Texas
$384K
CB
178
Commerce Bank
Missouri
$372K
NAG
179
Northstar Advisory Group
New Jersey
$369K
AWM
180
Ariadne Wealth Management
California
$367K
LFAS
181
Level Four Advisory Services
Texas
$367K
State Farm Mutual Automobile Insurance
182
State Farm Mutual Automobile Insurance
Illinois
$350K
CP
183
Creekside Partners
California
$336K
FA
184
FF Advisors
California
$329K
Bank Julius Baer & Co
185
Bank Julius Baer & Co
Switzerland
$329K
VAS
186
Vestmark Advisory Solutions
Massachusetts
$327K
FF
187
Friedenthal Financial
New Jersey
$327K
MWP
188
Madison Wealth Partners
Wisconsin
$319K
PFA
189
Portland Financial Advisors
New York
$316K
Goldman Sachs
190
Goldman Sachs
New York
$314K
WWM
191
Western Wealth Management
Colorado
$307K
WAG
192
Wiser Advisor Group
Arizona
$304K
CFB
193
Cullen/Frost Bankers
Texas
$295K
LC
194
Landaas & Company
Wisconsin
$292K
CIA
195
Capital Investment Advisors
Georgia
$287K
SFS
196
Sowell Financial Services
Arkansas
$287K
MFS
197
Madrona Financial Services
Washington
$283K
FFN
198
Focus Financial Network
Minnesota
$282K
SSW
199
Stone Summit Wealth
Florida
$281K
CBT
200
Crews Bank & Trust
Florida
$278K