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Invesco Preferred ETF

401 hedge funds and large institutions have $1.94B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 118 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

0% less capital invested

Capital invested by funds: $1.95B → $1.94B (-$9.58M)

1.03% less ownership

Funds ownership: 49.73%48.7% (-1%)

6% less funds holding

Funds holding: 427401 (-26)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 154

33% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 48

Holders
401
Holders Change
-26
Holders Change %
-6.09%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
118
Reduced
154
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
201
Foundations Investment Advisors
Arizona
$300K +$2.93K +256 +1%
SFS
202
Sowell Financial Services
Arkansas
$295K +$1.96K +171 +0.7%
FFN
203
Focus Financial Network
Minnesota
$295K -$16.2K -1,412 -5%
MMCM
204
Murphy & Mullick Capital Management
New York
$293K -$60.1K -5,246 -17%
CCM
205
Crabel Capital Management
California
$292K -$74.7K -6,522 -21%
MFS
206
Madrona Financial Services
Washington
$288K -$252 -22 -0.1%
AWA
207
Amplius Wealth Advisors
Pennsylvania
$287K
FFA
208
Farther Finance Advisors
California
$285K +$5.93K +518 +2%
AGP
209
Autumn Glory Partners
Texas
$274K
IBOK
210
Independence Bank of Kentucky
Kentucky
$273K -$128K -11,150 -32%
IWM
211
IHT Wealth Management
Illinois
$269K -$25.4K -2,217 -9%
GWSG
212
GPS Wealth Strategies Group
Colorado
$267K -$5.88K -513 -2%
MHIP
213
Mountain Hill Investment Partners
New Jersey
$266K
AIA
214
Acute Investment Advisory
Arizona
$262K -$52.3K -4,569 -17%
WBCM
215
Wilson & Boucher Capital Management
California
$261K -$10.3K -900 -4%
AT
216
American Trust
Kentucky
$259K +$24K +2,096 +10%
KPWS
217
Kestra Private Wealth Services
Texas
$258K -$745 -65 -0.3%
KeyBank National Association
218
KeyBank National Association
Ohio
$254K
NFG
219
Nations Financial Group
Iowa
$252K -$5.73K -500 -2%
MFG
220
MidWestOne Financial Group
Iowa
$248K
CFO
221
CVA Family Office
Colorado
$246K +$3.41K +298 +1%
PWMAG
222
Pinnacle Wealth Management Advisory Group
New Jersey
$243K +$75.2K +6,565 +46%
LPT
223
Legacy Private Trust
Wisconsin
$240K
VFA
224
Valeo Financial Advisors
Indiana
$239K -$6.74K -588 -3%
TSS
225
Two Sigma Securities
New York
$235K +$28.9K +2,522 +14%