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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 %
WS
76
Wedbush Securities
California
$195K 13,827 -8,724 -39%
AFM
77
Abbot Financial Management
Massachusetts
$195K 13,792 +17 +0.1%
Brown Advisory
78
Brown Advisory
Maryland
$194K 13,758 -8,102 -37%
FA
79
Fiduciary Alliance
South Carolina
$187K 13,267 -7,900 -37%
NPFS
80
Novak & Powell Financial Services
Florida
$183K 12,974 -325 -2%
ACM
81
Advisors Capital Management
New Jersey
$183K 12,938 +198 +2%
VBCG
82
Valley Brook Capital Group
Pennsylvania
$178K 12,600 – –
SFS
83
Symphony Financial Services
Ohio
$168K 11,896 -2,512 -17%
FSA
84
Fort Sheridan Advisors
Illinois
$166K 11,800 -2,500 -17%
FFA
85
Farther Finance Advisors
California
$165K 11,685 +196 +2%
PTC
86
Private Trust Company
Ohio
$160K 11,330 – –
SI
87
Stephens Inc
Arkansas
$155K 10,971 -1,234 -10%
MCA
88
MSH Capital Advisors
Arizona
$149K 10,566 -295 -3%
AWA
89
Arkadios Wealth Advisors
Georgia
$146K 10,356 +10,356 New
PPWP
90
Premier Path Wealth Partners
New Jersey
$145K 10,245 – –
TSWM
91
Triangle Securities Wealth Management
North Carolina
$143K 10,147 -534 -5%
CCAL
92
City Center Advisors LLC
Michigan
$142K 10,052 +10,052 New
M
93
MATAURO
New York
$141K 10,008 +10,008 New
FI
94
Financial Insights
Washington
$141K 10,000 – –
AW
95
Avion Wealth
Texas
$127K 9,063 +9,063 New
RPCA
96
Running Point Capital Advisors
California
$120K 8,506 +750 +10%
ACA
97
Aptus Capital Advisors
Alabama
$116K 8,194 +2,640 +48%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$111K 7,873 – –
AAS
99
Ameritas Advisory Services
Nebraska
$83.9K 5,948 +5,948 New
BCM
100
Boreal Capital Management
Florida
$82.5K 5,846 +5,846 New
2 3
4
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