PGF icon

Invesco Financial Preferred ETF

162 hedge funds and large institutions have $157M invested in Invesco Financial Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
126
Rothschild Investment LLC
Illinois
$17.1K
SPIA
127
Steward Partners Investment Advisory
New York
$16.4K
PPC
128
Park Place Capital
Alabama
$16.4K
CIAS
129
Capital Investment Advisory Services
North Carolina
$15.7K
BWL
130
Bogart Wealth LLC
Virginia
$15.5K
PB
131
Pinnacle Bancorp
Nebraska
$14.6K
BCWM
132
Bartlett & Co Wealth Management
Ohio
$13.9K
PFBT
133
Parkside Financial Bank & Trust
Missouri
$13.4K
NS
134
NBC Securities
Alabama
$12.4K
EAM
135
Empirical Asset Management
Massachusetts
$12K
CWP
136
Concord Wealth Partners
Virginia
$10.3K
AIP
137
Ameritas Investment Partners
Nebraska
$9.88K
GEA
138
Glen Eagle Advisors
New Jersey
$8.77K
AC
139
AlphaCore Capital
California
$7.31K
WPA
140
Wealth Preservation Advisors
Tennessee
$7.31K
QCG
141
Quadrant Capital Group
Ohio
$7.31K
HWA
142
Heritage Wealth Advisors
Virginia
$7.08K
PP
143
Pacifica Partners
Canada
$6.61K
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$6.42K
GRP
145
Global Retirement Partners
California
$4.39K
AF
146
Allworth Financial
California
$4.02K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$4K
DSC
148
Duncker Streett & Co
Missouri
$3.85K
OFG
149
Oxford Financial Group
Indiana
$3.75K
CAM
150
Costello Asset Management
Pennsylvania
$3.74K