Funds holding Invesco Preferred ETF
7 funds declare a position · 0 ETFs and 7 other funds · 106.2M $ · US46138E5116
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Old Westbury Credit Income Fund Old Westbury Funds Inc | 3,482,215 | 38.8M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| 2 | Spectrum Preferred and Capital Securities Income Fund Principal Funds, Inc | 3,431,414 | 39.1M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| 3 | BHILL Fund Advisor Managed Portfolios | 854,649 | 9.3M $ | 17.53 % | as of Mar 31, 2026 · Original filing |
| 4 | Bramshill Income Performance Fund Advisor Managed Portfolios | 792,105 | 8.6M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 5 | Touchstone Strategic Trust-Touchstone Flexible Income Fund Touchstone Strategic Trust | 707,895 | 7.7M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 6 | Capital Securities Fund Principal Funds, Inc | 123,647 | 1.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 7 | PGIM Income Builder Fund Prudential Investment Portfolios 16 | 112,490 | 1.3M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
Institutional managers
413 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 81,133,531 | 882.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 15,125,247 | 164.6M $ | as of Mar 31, 2026 |
| Bramshill Investments, LLC | 10,278,204 | 111.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 9,258,895 | 100.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,347,751 | 69.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 5,312,734 | 57.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 4,131,366 | 45.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,061,509 | 44.2M $ | as of Mar 31, 2026 |
| Spectrum Asset Management, Inc. | 3,902,745 | 42.5M $ | as of Mar 31, 2026 |
| Allworth Financial LP | 3,367,778 | 36.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,956,073 | 32.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,737,072 | 29.8M $ | as of Mar 31, 2026 |
| Clearstead Advisors, LLC | 1,697,789 | 18.5M $ | as of Mar 31, 2026 |
| Checchi Capital Advisers, LLC | 1,389,774 | 15.1M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,229,982 | 13.4M $ | as of Mar 31, 2026 |
| STONEBRIDGE ADVISORS LLC | 1,223,779 | 13.3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,131,378 | 12.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,125,887 | 12.3M $ | as of Mar 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | 1,017,472 | 11.1M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 954,689 | 10.4M $ | as of Mar 31, 2026 |
| MAI Capital Management | 938,873 | 10.2M $ | as of Mar 31, 2026 |
| Trinity Legacy Partners, LLC | 736,148 | 8.3M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 751,277 | 8.2M $ | as of Mar 31, 2026 |
| Prairiewood Capital, LLC | 680,404 | 7.4M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 672,722 | 7.3M $ | as of Mar 31, 2026 |