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Invesco Preferred ETF

390 hedge funds and large institutions have $1.89B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 116 increasing their positions, 148 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:

22% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 148

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
390
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
FFA
201
Farther Finance Advisors
California
$285K
AGP
202
Autumn Glory Partners
Texas
$274K
IBOK
203
Independence Bank of Kentucky
Kentucky
$273K
IWM
204
IHT Wealth Management
Illinois
$269K
GWSG
205
GPS Wealth Strategies Group
Colorado
$267K
MHIP
206
Mountain Hill Investment Partners
New Jersey
$266K
AIA
207
Acute Investment Advisory
Arizona
$262K
WBCM
208
Wilson & Boucher Capital Management
California
$261K
AT
209
American Trust
Kentucky
$259K
KPWS
210
Kestra Private Wealth Services
Texas
$258K
KeyBank National Association
211
KeyBank National Association
Ohio
$254K
NFG
212
Nations Financial Group
Iowa
$252K
MFG
213
MidWestOne Financial Group
Iowa
$248K
CFO
214
CVA Family Office
Colorado
$246K
PWMAG
215
Pinnacle Wealth Management Advisory Group
New Jersey
$243K
LPT
216
Legacy Private Trust
Wisconsin
$240K
VFA
217
Valeo Financial Advisors
Indiana
$239K
TSS
218
Two Sigma Securities
New York
$235K
MA
219
Mutual Advisors
Nebraska
$232K
CBA
220
Coastal Bridge Advisors
Connecticut
$231K
EW
221
Evoke Wealth
California
$230K
CPRC
222
Consolidated Portfolio Review Corp
New York
$224K
MFGM
223
Marshall Financial Group (Maryland)
Maryland
$221K
OA
224
Oxbow Advisors
Texas
$218K
RFN
225
RDA Financial Network
Iowa
$216K