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Invesco Financial Preferred ETF
PGF
PGF
157 hedge funds and large institutions have $148M invested in Invesco Financial Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.37% less ownership
Funds ownership: 19.71% → 19.35% (-0.37%)
3% less funds holding
Funds holding: 162 → 157 (-5)
6% less capital invested
Capital invested by funds: $157M → $148M (-$8.84M)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
15% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 52
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
44
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.14M |
| 2 |
Morgan Stanley
New York
|
-$1.66M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.15M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$874K |
| 5 |
LPL Financial
San Diego,
California
|
-$580K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AC
176
AlphaCore Capital
La Jolla,
California
| – | -$7.31K | -500 | Closed |
|
177
Simplex Trading
Chicago,
Illinois
| – | -$3K | -248 | Closed |
|
|
ETS
178
ESL Trust Services
Rochester,
New York
| – | -$2.92K | -200 | Closed |
|
|
GWM
179
Geneos Wealth Management
Englewood,
Colorado
| – | -$2.19K | -150 | Closed |
|