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Invesco Preferred ETF

394 hedge funds and large institutions have $1.93B invested in Invesco Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 150 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:

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 150

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
394
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
CCM
201
Crabel Capital Management
California
$292K
MFS
202
Madrona Financial Services
Washington
$288K
AWA
203
Amplius Wealth Advisors
Pennsylvania
$287K
FFA
204
Farther Finance Advisors
California
$285K
AGP
205
Autumn Glory Partners
Texas
$274K
IBOK
206
Independence Bank of Kentucky
Kentucky
$273K
IWM
207
IHT Wealth Management
Illinois
$269K
GWSG
208
GPS Wealth Strategies Group
Colorado
$267K
MHIP
209
Mountain Hill Investment Partners
New Jersey
$266K
AIA
210
Acute Investment Advisory
Arizona
$262K
WBCM
211
Wilson & Boucher Capital Management
California
$261K
AT
212
American Trust
Kentucky
$259K
KPWS
213
Kestra Private Wealth Services
Texas
$258K
KeyBank National Association
214
KeyBank National Association
Ohio
$254K
NFG
215
Nations Financial Group
Iowa
$252K
MFG
216
MidWestOne Financial Group
Iowa
$248K
CFO
217
CVA Family Office
Colorado
$246K
PWMAG
218
Pinnacle Wealth Management Advisory Group
New Jersey
$243K
LPT
219
Legacy Private Trust
Wisconsin
$240K
VFA
220
Valeo Financial Advisors
Indiana
$239K
TSS
221
Two Sigma Securities
New York
$235K
MA
222
Mutual Advisors
Nebraska
$232K
CBA
223
Coastal Bridge Advisors
Connecticut
$231K
EW
224
Evoke Wealth
California
$230K
CPRC
225
Consolidated Portfolio Review Corp
New York
$224K