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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

161 hedge funds and large institutions have $147M invested in Invesco Financial Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
50
Reduced
49
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
1
Wealth Advisory Solutions
Indiana
$1.78M
2
SAW
2
Signal Advisors Wealth
Michigan
$1.46M
3
LPL Financial
3
LPL Financial
California
$17.7M
4
CCP
4
Cushing Capital Partners
Wisconsin
$580K
5
Raymond James Financial
5
Raymond James Financial
Florida
$2.22M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$614
2
Bank of America
2
Bank of America
North Carolina
$8.72M
3
MFA
3
McClarren Financial Advisors
Pennsylvania
$31K
4
CL
4
CIM LLC
New York
$417K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$3.88K -$37.5K -2,661 -91%
OFG
152
Oxford Financial Group
Indiana
$3.55K +$43 +3 +1%
CAM
153
Costello Asset Management
Pennsylvania
$3.55K +$3.55K +248 New
SWM
154
Spire Wealth Management
Virginia
$2.86K +$2.86K +200 New
SIS
155
Sound Income Strategies
Florida
$2.54K – – –
ABWM
156
Alpine Bank Wealth Management
Colorado
$1.96K +$1.96K +137 New
DAM
157
Delta Asset Management
Tennessee
$1.77K – – –
Fidelity Investments
158
Fidelity Investments
Massachusetts
$1.46K -$17.7K -1,241 -92%
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$614 -$13.9M -974,984 -100%
DF
160
Dunhill Financial
United Kingdom
$357 -$28.3K -1,984 -99%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$14 – – –
BCI
162
Brinker Capital Investments
Pennsylvania
– -$2.13M -185,065 Closed
OPS
163
Orion Portfolio Solutions
Nebraska
– -$2.13M -185,065 Closed
Citadel Advisors
164
Citadel Advisors
Florida
– -$1.16M -79,705 Closed
GC
165
Guggenheim Capital
Illinois
– -$300K -20,615 Closed
TSS
166
Two Sigma Securities
New York
– -$268K -18,426 Closed
AAS
167
Avantax Advisory Services
Texas
– -$213K -14,619 Closed
M&T Bank
168
M&T Bank
New York
– -$202K -13,906 Closed
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
– -$200K -13,727 Closed
MOS
170
MGO One Seven
Ohio
– -$194K -13,353 Closed
IAA
171
Independent Advisor Alliance
North Carolina
– -$193K -13,287 Closed
AWA
172
Arkadios Wealth Advisors
Georgia
– -$186K -12,790 Closed
1WM
173
1900 Wealth Management
Texas
– -$167K -11,450 Closed
EFS
174
Essex Financial Services
Connecticut
– -$149K -10,263 Closed
CCAL
175
City Center Advisors LLC
Michigan
– -$147K -10,081 Closed
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