PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

157 hedge funds and large institutions have $145M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
47
Reduced
52
Closed
17
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
+$298K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$15.7M
2
SAW
2
Signal Advisors Wealth
Michigan
$2.51M
3
Bank of America
3
Bank of America
North Carolina
$9.54M
4
LRWM
4
Lord & Richards Wealth Management
Colorado
$1.17M
5
IRC
5
Investors Research Corp
Georgia
$3.88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.1M
3
Jane Street
3
Jane Street
New York
$0
4
IAN
4
Integrated Advisors Network
Texas
$1.15M
5
PAG
5
Private Advisor Group
New Jersey
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.1M 1,707,295 -147,351 -8%
UBS Group
2
UBS Group
Switzerland
$15.7M 1,111,940 +470,396 +73%
LPL Financial
3
LPL Financial
California
$13.8M 975,225 -266,590 -21%
Wells Fargo
4
Wells Fargo
California
$11.6M 820,396 -2,321 -0.3%
Bank of America
5
Bank of America
North Carolina
$9.54M 676,150 +65,309 +11%
PAG
6
Private Advisor Group
New Jersey
$5.22M 370,136 -76,632 -17%
EW
7
Evoke Wealth
California
$4.49M 318,111 +17,208 +6%
NSIM
8
North Star Investment Management
Illinois
$4.04M 286,523 -3,528 -1%
IRC
9
Investors Research Corp
Georgia
$3.88M 275,264 +29,475 +12%
SAW
10
Signal Advisors Wealth
Michigan
$2.51M 177,919 +75,558 +74%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.25M 159,796 +19,212 +14%
Stifel Financial
12
Stifel Financial
Missouri
$2.1M 148,560 +109 +0.1%
WAS
13
Wealth Advisory Solutions
Indiana
$1.79M 127,078 +2,114 +2%
Raymond James Financial
14
Raymond James Financial
Florida
$1.74M 123,594 -31,574 -20%
SCM
15
Sterneck Capital Management
Missouri
$1.7M 120,520 -213 -0.2%
FMB
16
Field & Main Bank
Kentucky
$1.51M 106,852 -310 -0.3%
PFS
17
Prospera Financial Services
Texas
$1.43M 101,268 -902 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.31M 92,725 +1,237 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.18M 83,919 -5,537 -6%
LRWM
20
Lord & Richards Wealth Management
Colorado
$1.17M 83,216 +46,636 +127%
MFG
21
Magnus Financial Group
New York
$1.16M 82,509 +1,263 +2%
IAN
22
Integrated Advisors Network
Texas
$1.15M 81,734 -83,839 -51%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.1M 76,061 -2,532 -3%
IAIM
24
International Assets Investment Management
Florida
$1.09M 77,042 +6,604 +9%
DADC
25
D.A. Davidson & Co
Montana
$1.07M 76,101 -1,529 -2%
1
2 3 4 5