We are live on ! Find out more
PGF icon

Invesco Financial Preferred ETF

150 hedge funds and large institutions have $140M invested in Invesco Financial Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 19.35%19.7% (+0.35%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

4% less funds holding

Funds holding: 157150 (-7)

6% less capital invested

Capital invested by funds: $148M → $140M (-$8.19M)

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
44
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
51
HF Advisory Group
Maryland
$328K -$1.88K -132 -0.6%
AC
52
Avory & Company
Florida
$326K +$9.91K +696 +3%
KAS
53
Kestra Advisory Services
Texas
$322K +$52.6K +3,698 +19%
PMG
54
ProVise Management Group
Florida
$312K -$16.7K -1,175 -5%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$312K +$123K +8,608 +61%
WS
56
Wilian Securities
Minnesota
$306K +$84.8K +5,955 +37%
AQR Capital Management
57
AQR Capital Management
Connecticut
$292K +$10.3K +723 +4%
Jane Street
58
Jane Street
New York
$282K +$291K +20,473 New
WFC
59
Western Financial Corp
California
$276K -$12.6K -882 -4%
AA
60
Ancora Advisors
Ohio
$275K
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$269K -$55.4K -3,889 -17%
IFWM
62
Institute for Wealth Management
Colorado
$255K
GAM
63
Gotham Asset Management
New York
$254K +$263K +18,490 New
JPLA
64
Joseph P. Lucia & Associates
New York
$246K -$15.2K -1,070 -6%
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
$238K
DP
66
Dearborn Partners
Illinois
$232K -$3.91K -275 -2%
MCM
67
MAI Capital Management
Ohio
$226K
NPFS
68
Novak & Powell Financial Services
Florida
$225K +$64.8K +4,553 +39%
MCM
69
McRae Capital Management
New Jersey
$223K
KMWM
70
Keudell/Morrison Wealth Management
Oregon
$210K +$217K +15,278 New
KF
71
Krilogy Financial
Missouri
$193K +$683 +48 +0.4%
AFM
72
Abbot Financial Management
Massachusetts
$190K +$242 +17 +0.1%
IA
73
Integrity Alliance
Iowa
$189K -$14 -1 -0%
PFPG
74
Pinnacle Financial Partners (Georgia)
Georgia
$188K +$194K +13,630 New
KPWS
75
Kestra Private Wealth Services
Texas
$187K