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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 %
LEFP
76
Leading Edge Financial Planning
Tennessee
$206K -$31.4K -2,224 -13%
WS
77
Wedbush Securities
California
$195K -$123K -8,724 -39%
AFM
78
Abbot Financial Management
Massachusetts
$195K +$240 +17 +0.1%
Brown Advisory
79
Brown Advisory
Maryland
$194K -$114K -8,102 -37%
FA
80
Fiduciary Alliance
South Carolina
$187K -$111K -7,900 -37%
NPFS
81
Novak & Powell Financial Services
Florida
$183K -$4.59K -325 -2%
ACM
82
Advisors Capital Management
New Jersey
$183K +$2.79K +198 +2%
VBCG
83
Valley Brook Capital Group
Pennsylvania
$178K – – –
SFS
84
Symphony Financial Services
Ohio
$168K -$35.4K -2,512 -17%
FSA
85
Fort Sheridan Advisors
Illinois
$166K -$35.3K -2,500 -17%
FFA
86
Farther Finance Advisors
California
$165K +$2.77K +196 +2%
PTC
87
Private Trust Company
Ohio
$160K – – –
SI
88
Stephens Inc
Arkansas
$155K -$17.4K -1,234 -10%
MCA
89
MSH Capital Advisors
Arizona
$149K -$4.16K -295 -3%
AWA
90
Arkadios Wealth Advisors
Georgia
$146K +$146K +10,356 New
PPWP
91
Premier Path Wealth Partners
New Jersey
$145K – – –
TSWM
92
Triangle Securities Wealth Management
North Carolina
$143K -$7.54K -534 -5%
CCAL
93
City Center Advisors LLC
Michigan
$142K +$142K +10,052 New
M
94
MATAURO
New York
$141K +$141K +10,008 New
FI
95
Financial Insights
Washington
$141K – – –
AW
96
Avion Wealth
Texas
$127K +$127K +9,063 New
RPCA
97
Running Point Capital Advisors
California
$120K +$10.6K +750 +10%
ACA
98
Aptus Capital Advisors
Alabama
$116K +$37.2K +2,640 +48%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$111K – – –
AAS
100
Ameritas Advisory Services
Nebraska
$83.9K +$83.9K +5,948 New
2 3
4
5 6