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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 %
PPC
126
Park Place Capital
Alabama
$15.9K 1,120 – –
SPIA
127
Steward Partners Investment Advisory
New York
$15.8K 1,122 – –
BWL
128
Bogart Wealth LLC
Virginia
$15K 1,060 – –
PB
129
Pinnacle Bancorp
Nebraska
$14.1K 1,000 – –
AF
130
Alerus Financial
North Dakota
$14.1K 1,000 +1,000 New
BCWM
131
Bartlett & Co Wealth Management
Ohio
$13.4K 950 – –
NS
132
NBC Securities
Alabama
$11K 850 +120 +16%
CWP
133
Concord Wealth Partners
Virginia
$9.81K 695 +11 +2%
AIP
134
Ameritas Investment Partners
Nebraska
$9.39K 665 +10 +2%
Simplex Trading
135
Simplex Trading
Illinois
$8K 633 +300 +90%
CIAS
136
Capital Investment Advisory Services
North Carolina
$7.93K 562 +9 +2%
WPA
137
Wealth Preservation Advisors
Tennessee
$7.06K 500 – –
AC
138
AlphaCore Capital
California
$7.06K 500 – –
HWA
139
Heritage Wealth Advisors
Virginia
$6.83K 484 – –
PP
140
Pacifica Partners
Canada
$6.29K 447 – –
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$6.19K 439 – –
TSMHT
142
Thurston Springer Miller Herd & Titak
Indiana
$4.59K 325 – –
GRP
143
Global Retirement Partners
California
$4.23K 300 +300 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$4K 276 -745 -73%
AF
145
Allworth Financial
California
$3.88K 275 – –
DSC
146
Duncker Streett & Co
Missouri
$3.84K 272 – –
OFG
147
Oxford Financial Group
Indiana
$3.56K 252 +4 +2%
CAM
148
Costello Asset Management
Pennsylvania
$3.56K 252 +4 +2%
SIS
149
Sound Income Strategies
Florida
$2.51K 178 – –
Fidelity Investments
150
Fidelity Investments
Massachusetts
$2.26K 160 +58 +57%
4 5
6
7 8