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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 %
Morgan Stanley
1
Morgan Stanley
New York
$24.1M -$2.08M -147,351 -8%
UBS Group
2
UBS Group
Switzerland
$15.7M +$6.64M +470,396 +73%
LPL Financial
3
LPL Financial
California
$13.8M -$3.76M -266,590 -21%
Wells Fargo
4
Wells Fargo
California
$11.6M -$32.7K -2,321 -0.3%
Bank of America
5
Bank of America
North Carolina
$9.54M +$922K +65,309 +11%
PAG
6
Private Advisor Group
New Jersey
$5.22M -$1.08M -76,632 -17%
EW
7
Evoke Wealth
California
$4.49M +$243K +17,208 +6%
NSIM
8
North Star Investment Management
Illinois
$4.04M -$49.8K -3,528 -1%
IRC
9
Investors Research Corp
Georgia
$3.88M +$416K +29,475 +12%
SAW
10
Signal Advisors Wealth
Michigan
$2.51M +$1.07M +75,558 +74%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.25M +$271K +19,212 +14%
Stifel Financial
12
Stifel Financial
Missouri
$2.1M +$1.54K +109 +0.1%
WAS
13
Wealth Advisory Solutions
Indiana
$1.79M +$29.8K +2,114 +2%
Raymond James Financial
14
Raymond James Financial
Florida
$1.74M -$446K -31,574 -20%
SCM
15
Sterneck Capital Management
Missouri
$1.7M -$3.01K -213 -0.2%
FMB
16
Field & Main Bank
Kentucky
$1.51M -$4.37K -310 -0.3%
PFS
17
Prospera Financial Services
Texas
$1.43M -$12.7K -902 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.31M +$17.4K +1,237 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.18M -$78.1K -5,537 -6%
LRWM
20
Lord & Richards Wealth Management
Colorado
$1.17M +$658K +46,636 +127%
MFG
21
Magnus Financial Group
New York
$1.16M +$17.8K +1,263 +2%
IAN
22
Integrated Advisors Network
Texas
$1.15M -$1.18M -83,839 -51%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.1M -$36.8K -2,532 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.1M +$399K +28,287 +57%
IAIM
25
International Assets Investment Management
Florida
$1.09M +$93.2K +6,604 +9%
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