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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

159 hedge funds and large institutions have $146M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-2
Holders Change %
-1.24%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
52
Closed
17
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
+$298K

Top Buyers

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

Top Sellers

1
LPL Financial
LPL Financial
California
$13.8M
2
Morgan Stanley
Morgan Stanley
New York
$24.1M
3
Jane Street
Jane Street
New York
$0
4
IAN
Integrated Advisors Network
Texas
$1.15M
5
PAG
Private Advisor Group
New Jersey
$5.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$1.07M -$21.6K -1,529 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.02M +$2.13K +151 +0.2%
Ameriprise
28
Ameriprise
Minnesota
$949K +$205K +14,517 +28%
FIM
29
Freedom Investment Management
Connecticut
$926K -$17.4K -1,236 -2%
MML Investors Services
30
MML Investors Services
Massachusetts
$871K -$202K -14,311 -19%
RH
31
RFG Holdings
Texas
$864K -$437K -30,964 -34%
MWM
32
Maripau Wealth Management
Indiana
$823K +$277K +19,542 +51%
RSS
33
Rosenblum Silverman Sutton
California
$816K +$97.8K +6,930 +14%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$775K -$4.7K -333 -0.6%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$755K +$69.5K +4,858 +10%
AWM
36
Accel Wealth Management
Iowa
$743K -$4.5K -319 -0.6%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$738K -$138K -9,791 -16%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$698K -$50.6K -3,587 -7%
SFS
39
Sowell Financial Services
Arkansas
$695K +$677 +48 +0.1%
CCP
40
Cushing Capital Partners
Wisconsin
$619K +$46.2K +3,276 +8%
LWM
41
LJI Wealth Management
Indiana
$570K -$33.1K -2,349 -5%
WAM
42
Walker Asset Management
Missouri
$567K -$15.4K -1,090 -3%
AC
43
Avory & Company
Florida
$437K -$142K -10,089 -25%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$435K +$2.91K +207 +0.7%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$423K +$353 +25 +0.1%
KAS
46
Kestra Advisory Services
Texas
$418K +$12.5K +889 +3%
CL
47
CIM LLC
New York
$412K – – –
CIA
48
Capital Investment Advisors
Georgia
$408K -$18K -1,279 -4%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$400K -$2.99K -212 -0.7%
MWM
50
MGB Wealth Management
Texas
$392K – – –
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