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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 %
William Blair & Company
151
William Blair & Company
Illinois
$2.12K -$16.9K -1,200 -89%
GWM
152
Geneos Wealth Management
Colorado
$2.12K -$2.12K -150 -50%
WP
153
WealthShield Partners
North Carolina
$2.05K -$16.4K -1,164 -89%
DAM
154
Delta Asset Management
Tennessee
$1.75K – – –
TRCT
155
Tower Research Capital (TRC)
New York
$917 +$917 +65 New
DF
156
Dunhill Financial
United Kingdom
$352 – – –
AssetMark Inc
157
AssetMark Inc
California
$198 +$198 +14 New
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$85 -$524 -37 -86%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$14 – – –
Jane Street
160
Jane Street
New York
– -$1.52M -106,613 Closed
SA
161
SFI Advisors
New Jersey
– -$264K -18,514 Closed
Wolverine Trading
162
Wolverine Trading
Illinois
– -$217K -15,123 Closed
Mariner
163
Mariner
Kansas
– -$181K -12,687 Closed
AP
164
Appleton Partners
Massachusetts
– -$175K -12,226 Closed
RT
165
Rockland Trust
Massachusetts
– -$167K -11,695 Closed
EWM
166
Empirical Wealth Management
Washington
– -$150K -10,487 Closed
IA
167
IFP Advisors
Florida
– -$57.6K -4,031 Closed
WT
168
Washington Trust
Rhode Island
– -$14.3K -1,000 Closed
FMII
169
Farmers & Merchants Investments Inc
Nebraska
– -$7.71K -540 Closed
QCG
170
Quadrant Capital Group
Ohio
– -$7.14K -500 Closed
IBOK
171
Independence Bank of Kentucky
Kentucky
– -$7.14K -500 Closed
S
172
SignatureFD
Georgia
– -$4.87K -341 Closed
CICI
173
Capital Investment Counsel Inc
North Carolina
– -$3.93K -275 Closed
SWM
174
Spire Wealth Management
Virginia
– -$2.86K -200 Closed
ABWM
175
Alpine Bank Wealth Management
Colorado
– -$1.96K -137 Closed
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