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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.5M 1,854,646 -15,125 -0.8%
LPL Financial
2
LPL Financial
California
$17.7M 1,241,815 +50,077 +4%
Wells Fargo
3
Wells Fargo
California
$11.7M 822,717 +35,904 +5%
UBS Group
4
UBS Group
Switzerland
$9.16M 641,544 +5,655 +0.9%
Bank of America
5
Bank of America
North Carolina
$8.72M 610,841 -441,074 -42%
PAG
6
Private Advisor Group
New Jersey
$6.38M 446,768 -13,852 -3%
EW
7
Evoke Wealth
California
$4.3M 300,903 -3,800 -1%
NSIM
8
North Star Investment Management
Illinois
$4.14M 290,051 -7,951 -3%
IRC
9
Investors Research Corp
Georgia
$3.51M 245,789 +37,879 +18%
IAN
10
Integrated Advisors Network
Texas
$2.36M 165,573 +7,233 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$2.22M 155,168 +40,014 +35%
Stifel Financial
12
Stifel Financial
Missouri
$2.12M 148,451 -17,556 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.01M 140,584 +2,460 +2%
WAS
14
Wealth Advisory Solutions
Indiana
$1.78M 124,964 +124,964 New
SCM
15
Sterneck Capital Management
Missouri
$1.72M 120,733 +3,560 +3%
FMB
16
Field & Main Bank
Kentucky
$1.53M 107,162 +14,341 +15%
Jane Street
17
Jane Street
New York
$1.52M 106,613 +26,457 +33%
SAW
18
Signal Advisors Wealth
Michigan
$1.46M 102,361 +102,361 New
PFS
19
Prospera Financial Services
Texas
$1.46M 102,170 -1,554 -1%
RH
20
RFG Holdings
Texas
$1.32M 92,195 -10,188 -10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.31M 91,488 +6,384 +8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.28M 89,456 -15,573 -15%
MFG
23
Magnus Financial Group
New York
$1.16M 81,246 +1,211 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.12M 78,593 -65,086 -45%
DADC
25
D.A. Davidson & Co
Montana
$1.11M 77,630 +4,892 +7%
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