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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
State Farm Mutual Automobile Insurance
176
State Farm Mutual Automobile Insurance
Illinois
$361K
BWG
177
Balanced Wealth Group
Ohio
$360K
SSW
178
Stone Summit Wealth
Florida
$360K
EWM
179
Edge Wealth Management
New York
$350K
CIA
180
Capital Investment Advisors
Georgia
$347K
SW
181
SkyOak Wealth
Michigan
$345K
DWP
182
Daymark Wealth Partners
Ohio
$343K
TCA
183
Transcend Capital Advisors
New Jersey
$343K
FA
184
FF Advisors
California
$340K
Bank Julius Baer & Co
185
Bank Julius Baer & Co
Switzerland
$339K
PA
186
Pinnacle Associates
New York
$333K
PFA
187
Portland Financial Advisors
New York
$326K
FF
188
Friedenthal Financial
New Jersey
$324K
CFB
189
Cullen/Frost Bankers
Texas
$319K
PIMG
190
Patriot Investment Management Group
Tennessee
$315K
WAG
191
Wiser Advisor Group
Arizona
$313K
CFA
192
Camarda Financial Advisors
Florida
$312K
SPC
193
Sigma Planning Corp
Michigan
$309K
Corient Private Wealth
194
Corient Private Wealth
Florida
$306K
PWM
195
Perigon Wealth Management
California
$303K
LC
196
Landaas & Company
Wisconsin
$301K
FIA
197
Foundations Investment Advisors
Arizona
$300K
SFS
198
Sowell Financial Services
Arkansas
$295K
FFN
199
Focus Financial Network
Minnesota
$295K
MMCM
200
Murphy & Mullick Capital Management
New York
$293K