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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 %
NA
51
NewEdge Advisors
Louisiana
$381K 26,979 +5,574 +26%
PMG
52
ProVise Management Group
Florida
$353K 25,042 – –
Truist Financial
53
Truist Financial
North Carolina
$332K 23,812 -7,194 -23%
OC
54
Oppenheimer & Co
New York
$323K 22,860 +97 +0.4%
BRWA
55
B. Riley Wealth Advisors
Florida
$315K 22,350 +22,350 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$314K 22,259 -2,340 -10%
MCM
57
MAI Capital Management
Ohio
$310K 21,962 -1,086 -5%
WFC
58
Western Financial Corp
California
$310K 21,960 -1 -0%
HAG
59
HF Advisory Group
Maryland
$297K 21,079 +938 +5%
JPLA
60
Joseph P. Lucia & Associates
New York
$286K 20,276 +216 +1%
BI
61
Ballast Inc
Kentucky
$286K 20,276 +20,276 New
EL
62
Essex LLC
Illinois
$285K 20,200 – –
AA
63
Ancora Advisors
Ohio
$282K 20,000 +10,000 +100%
IFWM
64
Institute for Wealth Management
Colorado
$266K 18,847 -353 -2%
CFG
65
Citizens Financial Group
Rhode Island
$253K 17,950 -3,153 -15%
DP
66
Dearborn Partners
Illinois
$249K 17,647 -730 -4%
Fiera Capital (Canada)
67
Fiera Capital (Canada)
Quebec, Canada
$244K 17,275 – –
RCAG
68
Rehmann Capital Advisory Group
Michigan
$238K 16,838 +4,018 +31%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$233K 16,522 +16,522 New
MCM
70
McRae Capital Management
New Jersey
$229K 16,203 – –
KPWS
71
Kestra Private Wealth Services
Texas
$220K 15,585 – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$217K 15,366 -2,537 -14%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$217K 15,350 +15,350 New
IA
74
Integrity Alliance
Iowa
$207K 14,638 +607 +4%
LEFP
75
Leading Edge Financial Planning
Tennessee
$206K 14,572 -2,224 -13%
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