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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 %
PPC
126
Park Place Capital
Alabama
$15.9K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$15.8K – – –
BWL
128
Bogart Wealth LLC
Virginia
$15K – – –
PB
129
Pinnacle Bancorp
Nebraska
$14.1K – – –
AF
130
Alerus Financial
North Dakota
$14.1K +$14.1K +1,000 New
BCWM
131
Bartlett & Co Wealth Management
Ohio
$13.4K – – –
NS
132
NBC Securities
Alabama
$11K +$1.55K +120 +16%
CWP
133
Concord Wealth Partners
Virginia
$9.81K +$155 +11 +2%
AIP
134
Ameritas Investment Partners
Nebraska
$9.39K +$141 +10 +2%
Simplex Trading
135
Simplex Trading
Illinois
$8K +$3.79K +300 +90%
CIAS
136
Capital Investment Advisory Services
North Carolina
$7.93K +$127 +9 +2%
WPA
137
Wealth Preservation Advisors
Tennessee
$7.06K – – –
AC
138
AlphaCore Capital
California
$7.06K – – –
HWA
139
Heritage Wealth Advisors
Virginia
$6.83K – – –
PP
140
Pacifica Partners
Canada
$6.29K – – –
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$6.19K – – –
TSMHT
142
Thurston Springer Miller Herd & Titak
Indiana
$4.59K – – –
GRP
143
Global Retirement Partners
California
$4.23K +$4.23K +300 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$4K -$10.8K -745 -73%
AF
145
Allworth Financial
California
$3.88K – – –
DSC
146
Duncker Streett & Co
Missouri
$3.84K – – –
OFG
147
Oxford Financial Group
Indiana
$3.56K +$57 +4 +2%
CAM
148
Costello Asset Management
Pennsylvania
$3.56K +$56 +4 +2%
SIS
149
Sound Income Strategies
Florida
$2.51K – – –
Fidelity Investments
150
Fidelity Investments
Massachusetts
$2.26K +$819 +58 +57%
4 5
6
7 8