PGF icon

Invesco Financial Preferred ETF

161 hedge funds and large institutions have $147M invested in Invesco Financial Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 25 closing their positions.

Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
50
Reduced
49
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wolverine Trading
76
Wolverine Trading
Illinois
$217K +$32.6K +2,267 +18%
SFS
77
Symphony Financial Services
Ohio
$206K -$14.6K -1,025 -7%
FSA
78
Fort Sheridan Advisors
Illinois
$204K -$52.8K -3,700 -21%
IA
79
Integrity Alliance
Iowa
$200K +$1.16K +81 +0.6%
AFM
80
Abbot Financial Management
Massachusetts
$197K -$28.3K -1,984 -13%
NPFS
81
Novak & Powell Financial Services
Florida
$190K +$957 +67 +0.5%
RCAG
82
Rehmann Capital Advisory Group
Michigan
$183K -$48.5K -3,394 -21%
ACM
83
Advisors Capital Management
New Jersey
$182K +$2.71K +190 +2%
Mariner
84
Mariner
Kansas
$181K +$1.16K +81 +0.6%
VBCG
85
Valley Brook Capital Group
Pennsylvania
$180K
AP
86
Appleton Partners
Massachusetts
$175K -$9.3K -650 -5%
SI
87
Stephens Inc
Arkansas
$174K +$1.24K +87 +0.7%
RT
88
Rockland Trust
Massachusetts
$167K
FFA
89
Farther Finance Advisors
California
$164K +$97.2K +6,807 +145%
PTC
90
Private Trust Company
Ohio
$162K +$143K +10,040 +778%
MCA
91
MSH Capital Advisors
Arizona
$155K +$71 +5 +0%
TSWM
92
Triangle Securities Wealth Management
North Carolina
$153K -$19.3K -1,350 -11%
EWM
93
Empirical Wealth Management
Washington
$150K +$150K +10,487 New
PPWP
94
Premier Path Wealth Partners
New Jersey
$146K
AA
95
Ancora Advisors
Ohio
$143K
FI
96
Financial Insights
Washington
$143K
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$112K
RPCA
98
Running Point Capital Advisors
California
$111K -$35K -2,451 -24%
PS
99
Principal Securities
Iowa
$82.9K +$1.46K +100 +2%
AAP
100
Arax Advisory Partners
Colorado
$79.8K +$68.5K +4,795 +607%