Invesco Financial Preferred ETF
PGF
159 hedge funds and large institutions have $147M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.
0.29% more ownership
Funds ownership: 18.57% → 18.86% (+0.29%)
1% less capital invested
Capital invested by funds: $149M → $147M (-$1.79M)
2% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 51
2% less funds holding
Funds holding: 162 → 159 (-3)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.59M |
| 2 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$1.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$915K |
| 4 |
LRWM
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
+$653K |
| 5 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$413K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.74M |
| 2 |
Morgan Stanley
New York
|
-$2.06M |
| 3 |
Jane Street
New York
|
-$1.52M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$1.17M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.07M |
PGF Hedge Fund Activity: Q2 2025 in Review
159 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q2 2025, worth a combined $147M — down 1.2% from $149M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of PGF and 15 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 50 added.
The largest buyer was UBS Group, adding an estimated $6.59M. The largest seller was LPL Financial, cutting an estimated $3.74M.
- 159 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q2 2025, down from 162 in Q1 2025.
- Funds reported $147M of Invesco Financial Preferred ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
- 15 funds opened new Invesco Financial Preferred ETF positions in Q2 2025 and 17 closed out, a net change of -2 holders.
- The largest Invesco Financial Preferred ETF buyer in Q2 2025 was UBS Group, an estimated $6.59M added.
- The largest Invesco Financial Preferred ETF seller in Q2 2025 was LPL Financial, an estimated $3.74M sold.
Based on aggregated 13F filings for Q2 2025.