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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 %
Comerica Bank
51
Comerica Bank
Texas
$382K -$44.4K -3,149 -10%
NA
52
NewEdge Advisors
Louisiana
$381K +$78.7K +5,574 +26%
PMG
53
ProVise Management Group
Florida
$353K – – –
Truist Financial
54
Truist Financial
North Carolina
$332K -$100K -7,194 -23%
OC
55
Oppenheimer & Co
New York
$323K +$1.37K +97 +0.4%
BRWA
56
B. Riley Wealth Advisors
Florida
$315K +$315K +22,350 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$314K -$33K -2,340 -10%
MCM
58
MAI Capital Management
Ohio
$310K -$15.3K -1,086 -5%
WFC
59
Western Financial Corp
California
$310K -$14 -1 -0%
HAG
60
HF Advisory Group
Maryland
$297K +$13.2K +938 +5%
JPLA
61
Joseph P. Lucia & Associates
New York
$286K +$3.05K +216 +1%
BI
62
Ballast Inc
Kentucky
$286K +$286K +20,276 New
EL
63
Essex LLC
Illinois
$285K – – –
AA
64
Ancora Advisors
Ohio
$282K +$141K +10,000 +100%
IFWM
65
Institute for Wealth Management
Colorado
$266K -$4.98K -353 -2%
CFG
66
Citizens Financial Group
Rhode Island
$253K -$44.5K -3,153 -15%
DP
67
Dearborn Partners
Illinois
$249K -$10.3K -730 -4%
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
$244K – – –
RCAG
69
Rehmann Capital Advisory Group
Michigan
$238K +$56.7K +4,018 +31%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$233K +$233K +16,522 New
MCM
71
McRae Capital Management
New Jersey
$229K – – –
KPWS
72
Kestra Private Wealth Services
Texas
$220K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$217K -$35.8K -2,537 -14%
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$217K +$217K +15,350 New
IA
75
Integrity Alliance
Iowa
$207K +$8.57K +607 +4%
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