PGF icon

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 %
BCM
101
Boreal Capital Management
Florida
$82.5K +$82.5K +5,846 New
AAP
102
Arax Advisory Partners
Colorado
$73.2K -$5.64K -400 -7%
FF
103
Friedenthal Financial
New Jersey
$72.2K +$1.1K +78 +2%
GBA
104
Garrison Bradford & Associates
New York
$70.6K – – –
PS
105
Principal Securities
Iowa
$60.1K -$20.3K -1,438 -25%
VFM
106
Vision Financial Markets
Connecticut
$56.4K – – –
AIM
107
Anchor Investment Management
South Carolina
$56.4K – – –
PP
108
Prudential plc
United Kingdom
$55K – – –
RL
109
Rogco LP
Oklahoma
$51.1K +$30.4K +2,158 +148%
GWANC
110
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.7K +$3.67K +260 +10%
M
111
MOTCO
Texas
$38.5K +$38.5K +2,700 New
PCM
112
Palouse Capital Management
Washington
$36.5K – – –
NL
113
NVWM LLC
Pennsylvania
$34.3K +$34.3K +2,431 New
HI
114
Harbour Investments
Wisconsin
$34.1K – – –
AWM
115
AE Wealth Management
Kansas
$33.2K -$1.02K -72 -3%
US Bancorp
116
US Bancorp
Minnesota
$31.7K – – –
GI
117
GAMMA Investing
California
$30.8K – – –
PC
118
Promus Capital
Illinois
$29.9K – – –
RFA
119
Register Financial Advisors
Georgia
$29.7K +$452 +32 +2%
RMP
120
Richards, Merrill & Peterson
Washington
$27.4K – – –
JFG
121
JDM Financial Group
Texas
$25.5K +$381 +27 +2%
KIG
122
Kessler Investment Group
Indiana
$21.3K – – –
OIA
123
Optimum Investment Advisors
Illinois
$19K – – –
BAM
124
Byrne Asset Management
New Jersey
$19K – – –
RIL
125
Rothschild Investment LLC
Illinois
$16.5K – – –
3 4
5
6 7