Invesco Financial Preferred ETF
PGF
162 hedge funds and large institutions have $149M invested in Invesco Financial Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 25 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 49
2.15% less ownership
Funds ownership: 20.72% → 18.57% (-2.1%)
6% less funds holding
Funds holding: 172 → 162 (-10)
16% less capital invested
Capital invested by funds: $177M → $149M (-$28.3M)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
+$1.83M |
| 2 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$1.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$735K |
| 4 |
CCP
Cushing Capital Partners
Delafield,
Wisconsin
|
+$596K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$14.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.47M |
| 3 |
CL
CIM LLC
Albany,
New York
|
-$3.25M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.13M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCAL
176
City Center Advisors LLC
Troy,
Michigan
| – | -$147K | -10,081 | Closed |
|
|
CFGS
177
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$60K | -4,037 | Closed |
|
|
AWM
178
Avior Wealth Management
Omaha,
Nebraska
| – | -$43.7K | -3,006 | Closed |
|
179
Creative Planning
Overland Park,
Kansas
| – | -$35.9K | -2,466 | Closed |
|
|
TLCM
180
Twin Lakes Capital Management
Redwood Shores,
California
| – | -$21.8K | -1,500 | Closed |
|
|
VHAM
181
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$20.3K | -1,397 | Closed |
|
|
WIM
182
Westside Investment Management
Santa Monica,
California
| – | -$18.9K | -1,300 | Closed |
|
|
FFA
183
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$12K | -826 | Closed |
|
|
GM
184
GeoWealth Management
Chicago,
Illinois
| – | -$10.9K | -750 | Closed |
|
|
CPBTD
185
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| – | -$2.53K | -174 | Closed |
|
|
SAM
186
Synergy Asset Management
Vancouver,
Washington
| – | -$1.1K | -70 | Closed |
|
|
TRCT
187
Tower Research Capital (TRC)
New York
| – | -$946 | -65 | Closed |
|
PGF Hedge Fund Activity: Q1 2025 in Review
162 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q1 2025, worth a combined $149M — down 16% from $177M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of PGF and 17 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 51 added.
The largest buyer was Wealth Advisory Solutions, opening a new position worth an estimated $1.83M. The largest seller was JP Morgan Chase, cutting an estimated $14.3M.
- 162 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q1 2025, down from 172 in Q4 2024.
- Funds reported $149M of Invesco Financial Preferred ETF stock for Q1 2025, down 16% quarter-over-quarter.
- 17 funds opened new Invesco Financial Preferred ETF positions in Q1 2025 and 25 closed out, a net change of -8 holders.
- The largest Invesco Financial Preferred ETF buyer in Q1 2025 was Wealth Advisory Solutions, an estimated $1.83M added.
- The largest Invesco Financial Preferred ETF seller in Q1 2025 was JP Morgan Chase, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2025.