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Invesco Preferred ETF

423 hedge funds and large institutions have $2.19B invested in Invesco Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 114 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.94B → $2.19B (+$250M)

5.54% more ownership

Funds ownership: 48.7%54.24% (+5.5%)

5% more funds holding

Funds holding: 401423 (+22)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 154

Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
114
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Savant Capital
Illinois
$273K +$109K +9,598 +65%
SPC
202
Sigma Planning Corp
Michigan
$272K -$27.9K -2,443 -9%
SC
203
Sepio Capital
Utah
$271K +$275K +24,075 New
TF
204
Tompkins Financial
New York
$266K +$242K +21,200 +846%
PA
205
Pinnacle Associates
New York
$266K -$57.4K -5,033 -18%
AGP
206
Autumn Glory Partners
Texas
$266K
NFG
207
Nations Financial Group
Iowa
$264K +$20K +1,750 +8%
MMCM
208
Murphy & Mullick Capital Management
New York
$262K -$22.1K -1,937 -8%
CFA
209
Camarda Financial Advisors
Florida
$260K -$43.5K -3,818 -14%
MHIP
210
Mountain Hill Investment Partners
New Jersey
$257K
AAP
211
Arax Advisory Partners
Colorado
$257K +$260K +22,825 New
KeyBank National Association
212
KeyBank National Association
Ohio
$256K +$10K +879 +4%
AT
213
American Trust
Kentucky
$256K +$5.01K +439 +2%
WBCM
214
Wilson & Boucher Capital Management
California
$253K
TCA
215
Transcend Capital Advisors
New Jersey
$251K -$82.1K -7,199 -24%
FIA
216
Foundations Investment Advisors
Arizona
$251K -$40.3K -3,534 -14%
CCM
217
Crabel Capital Management
California
$249K -$33.9K -2,973 -12%
WWA
218
WCG Wealth Advisors
Nevada
$248K -$183K -16,035 -42%
IWM
219
IHT Wealth Management
Illinois
$247K -$13.8K -1,208 -5%
AWA
220
Amplius Wealth Advisors
Pennsylvania
$245K -$34.2K -3,000 -12%
IBOK
221
Independence Bank of Kentucky
Kentucky
$242K -$23.1K -2,025 -9%
KPWS
222
Kestra Private Wealth Services
Texas
$241K -$9.4K -824 -4%
FFA
223
Farther Finance Advisors
California
$239K -$38.6K -3,382 -14%
GAG
224
GM Advisory Group
New York
$237K +$241K +21,121 New
MA
225
Mutual Advisors
Nebraska
$234K +$8.01K +702 +3%