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Invesco Preferred ETF

445 hedge funds and large institutions have $2.13B invested in Invesco Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-22
Holders Change %
-4.71%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
129
Reduced
174
Closed
51
Calls
$444K
Puts
$479K
Net Calls
-$35K
Net Calls Change
-$466K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
201
FF Advisors
California
$340K +$60.2K +5,427 +22%
EWM
202
Edge Wealth Management
New York
$338K +$24.6K +2,196 +8%
ACA
203
Atlas Capital Advisors
Wyoming
$337K
AWM
204
Apollon Wealth Management
South Carolina
$330K -$3.32M -295,853 -91%
Bank Julius Baer & Co
205
Bank Julius Baer & Co
Switzerland
$328K -$7.93K -625 -2%
AAP
206
Arax Advisory Partners
Colorado
$327K -$69.4K -6,183 -18%
MA
207
Mutual Advisors
Nebraska
$325K +$16.1K +1,457 +5%
FF
208
Friedenthal Financial
New Jersey
$325K -$30.1K -2,680 -8%
SW
209
SkyOak Wealth
Michigan
$323K
Wolverine Trading
210
Wolverine Trading
Illinois
$322K +$322K +28,417 New
PFA
211
Portland Financial Advisors
New York
$322K -$45.1K -4,018 -12%
AAS
212
Ameritas Advisory Services
Nebraska
$321K -$9.9K -880 -3%
CAG
213
Csenge Advisory Group
Florida
$317K +$25.1K +2,293 +9%
DWP
214
Daymark Wealth Partners
Ohio
$309K -$1.31M -116,923 -81%
WAG
215
Wiser Advisor Group
Arizona
$307K +$471 +42 +0.2%
JWCA
216
J.W. Cole Advisors
Florida
$303K +$174K +15,508 +134%
FFN
217
Focus Financial Network
Minnesota
$302K -$2.13K -190 -0.7%
FFA
218
Farther Finance Advisors
California
$302K +$285K +25,338 +1,731%
CFB
219
Cullen/Frost Bankers
Texas
$301K -$3.91K -348 -1%
LC
220
Landaas & Company
Wisconsin
$292K
CB
221
Commerce Bank
Missouri
$289K +$289K +25,720 New
OA
222
Oxbow Advisors
Texas
$288K +$118K +10,535 +70%
TCA
223
Transcend Capital Advisors
New Jersey
$285K -$60.5K -5,388 -17%
FCA
224
Fortis Capital Advisors
Kansas
$284K +$284K +25,347 New
AWA
225
Amplius Wealth Advisors
Pennsylvania
$278K