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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

161 hedge funds and large institutions have $147M invested in Invesco Financial Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
50
Reduced
49
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
1
Wealth Advisory Solutions
Indiana
$1.78M
2
SAW
2
Signal Advisors Wealth
Michigan
$1.46M
3
LPL Financial
3
LPL Financial
California
$17.7M
4
CCP
4
Cushing Capital Partners
Wisconsin
$580K
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.22M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$614
2
Bank of America
2
Bank of America
North Carolina
$8.72M
3
MFA
3
McClarren Financial Advisors
Pennsylvania
$31K
4
CL
4
CIM LLC
New York
$417K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.09M +$91.9K +6,437 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.03M -$6.27K -439 -0.6%
IAIM
28
International Assets Investment Management
Florida
$1.01M +$334K +23,403 +50%
FIM
29
Freedom Investment Management
Connecticut
$955K +$3.51K +246 +0.4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$886K +$84.6K +5,924 +11%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$789K -$8.68K -608 -1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$757K -$8.15K -571 -1%
AWM
33
Accel Wealth Management
Iowa
$756K -$73.3K -5,131 -9%
Ameriprise
34
Ameriprise
Minnesota
$753K -$462K -32,325 -38%
RSS
35
Rosenblum Silverman Sutton
California
$727K +$195K +13,690 +37%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$713K -$462K -32,381 -39%
SFS
37
Sowell Financial Services
Arkansas
$702K +$108K +7,545 +18%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$684K +$96.6K +6,764 +16%
LWM
39
LJI Wealth Management
Indiana
$610K -$8.81K -617 -1%
WAM
40
Walker Asset Management
Missouri
$589K – – –
AC
41
Avory & Company
Florida
$587K -$28.2K -1,976 -5%
CCP
42
Cushing Capital Partners
Wisconsin
$580K +$580K +40,586 New
MWM
43
Maripau Wealth Management
Indiana
$551K +$551K +38,599 New
LRWM
44
Lord & Richards Wealth Management
Colorado
$522K +$522K +36,580 New
Truist Financial
45
Truist Financial
North Carolina
$443K -$4.27K -299 -1%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$441K +$58.8K +4,098 +15%
Comerica Bank
47
Comerica Bank
Texas
$432K -$26.1K -1,825 -6%
CIA
48
Capital Investment Advisors
Georgia
$431K -$29.8K -2,088 -6%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$428K -$5.57K -390 -1%
CL
50
CIM LLC
New York
$417K -$3.16M -221,329 -88%
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