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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
Bank of America
1
Bank of America
North Carolina
$765M +$15.3M +1,333,558 +2%
Wells Fargo
2
Wells Fargo
California
$171M -$9.61M -838,619 -5%
Morgan Stanley
3
Morgan Stanley
New York
$91M +$1.06M +92,888 +1%
LPL Financial
4
LPL Financial
California
$75.5M -$3.99M -348,620 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$51.5M +$3.41M +298,013 +7%
Ameriprise
6
Ameriprise
Minnesota
$47.2M -$9.4M -820,373 -17%
UBS Group
7
UBS Group
Switzerland
$46.9M -$13.4M -1,168,089 -22%
SAMC
8
Spectrum Asset Management (Connecticut)
Connecticut
$42.1M -$11.9M -1,036,225 -22%
Bessemer Group
9
Bessemer Group
New Jersey
$40.4M -$9.11K -795 -0%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$37.7M +$1.82M +159,156 +5%
AF
11
Allworth Financial
California
$35.4M +$2.31M +201,458 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$33.7M +$2.23M +194,411 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$19.7M -$397K -34,674 -2%
CCA
14
Checchi Capital Advisers
California
$18M +$1.08M +93,853 +6%
HNB
15
Huntington National Bank
Ohio
$15.5M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$15.2M -$1.02M -88,622 -6%
MSWM
17
Mader & Shannon Wealth Management
Missouri
$14.4M +$14.3M +1,245,561 New
CA
18
Clearstead Advisors
Ohio
$14.1M +$4.91M +428,903 +54%
CSP
19
Cary Street Partners
Virginia
$12.7M +$667K +58,203 +6%
Goldman Sachs
20
Goldman Sachs
New York
$11.8M -$786K -68,604 -6%
PAG
21
Private Advisor Group
New Jersey
$10.5M -$504K -43,994 -5%
MCM
22
MAI Capital Management
Ohio
$10.2M +$783K +68,388 +8%
Creative Planning
23
Creative Planning
Kansas
$10.2M +$110K +9,578 +1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$9.44M +$3.37M +294,511 +57%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$9.24M -$164K -14,309 -2%