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Invesco Preferred ETF

422 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 178

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
422
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$11.5M
3 +$10.1M
4
CC
Centiva Capital
New York
+$10M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.11M

Top Sellers

1 -$92.7M
2 -$43.1M
3 -$22.3M
4
HNB
Huntington National Bank
Ohio
-$16M
5
Morgan Stanley
Morgan Stanley
New York
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$298K
FFN
202
Focus Financial Network
Minnesota
$298K
CFB
203
Cullen/Frost Bankers
Texas
$294K
LC
204
Landaas & Company
Wisconsin
$289K
AAS
205
Ameritas Advisory Services
Nebraska
$286K
FIA
206
Foundations Investment Advisors
Arizona
$285K
IWM
207
IHT Wealth Management
Illinois
$283K
CB
208
Commerce Bank
Missouri
$283K
SFS
209
Sowell Financial Services
Arkansas
$281K
OA
210
Oxbow Advisors
Texas
$280K
AWM
211
Apollon Wealth Management
South Carolina
$279K
MFS
212
Madrona Financial Services
Washington
$277K
AWA
213
Amplius Wealth Advisors
Pennsylvania
$276K
CFA
214
Camarda Financial Advisors
Florida
$273K
Envestnet Portfolio Solutions
215
Envestnet Portfolio Solutions
Illinois
$273K
FFA
216
Farther Finance Advisors
California
$268K
AGP
217
Autumn Glory Partners
Texas
$263K
GWSG
218
GPS Wealth Strategies Group
Colorado
$262K
WBCM
219
Wilson & Boucher Capital Management
California
$260K
MHIP
220
Mountain Hill Investment Partners
New Jersey
$255K
Corient Private Wealth
221
Corient Private Wealth
Florida
$250K
AWS
222
Atria Wealth Solutions
New York
$249K
KPWS
223
Kestra Private Wealth Services
Texas
$248K
AL
224
ACAS LLC
California
$248K
NFG
225
Nations Financial Group
Iowa
$248K