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Invesco Preferred ETF

421 hedge funds and large institutions have $2.18B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 40 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: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
421
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
CB
176
Commerce Bank
Missouri
$372K
NAG
177
Northstar Advisory Group
New Jersey
$369K
AWM
178
Ariadne Wealth Management
California
$367K
LFAS
179
Level Four Advisory Services
Texas
$367K
State Farm Mutual Automobile Insurance
180
State Farm Mutual Automobile Insurance
Illinois
$350K
CP
181
Creekside Partners
California
$336K
FA
182
FF Advisors
California
$329K
Bank Julius Baer & Co
183
Bank Julius Baer & Co
Switzerland
$329K
VAS
184
Vestmark Advisory Solutions
Massachusetts
$327K
FF
185
Friedenthal Financial
New Jersey
$327K
MWP
186
Madison Wealth Partners
Wisconsin
$319K
PFA
187
Portland Financial Advisors
New York
$316K
Goldman Sachs
188
Goldman Sachs
New York
$314K
WWM
189
Western Wealth Management
Colorado
$307K
WAG
190
Wiser Advisor Group
Arizona
$304K
CFB
191
Cullen/Frost Bankers
Texas
$295K
LC
192
Landaas & Company
Wisconsin
$292K
CIA
193
Capital Investment Advisors
Georgia
$287K
SFS
194
Sowell Financial Services
Arkansas
$287K
MFS
195
Madrona Financial Services
Washington
$283K
FFN
196
Focus Financial Network
Minnesota
$282K
SSW
197
Stone Summit Wealth
Florida
$281K
CBT
198
Crews Bank & Trust
Florida
$278K
SC
199
Savant Capital
Illinois
$273K
SPC
200
Sigma Planning Corp
Michigan
$272K