Invesco Financial Preferred ETF
PGF
162 hedge funds and large institutions have $157M invested in Invesco Financial Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
18% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 45
7% more capital invested
Capital invested by funds: $147M → $157M (+$10.2M)
2% more funds holding
Funds holding: 159 → 162 (+3)
0.85% more ownership
Funds ownership: 18.86% → 19.71% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.19M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$927K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$743K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$562K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.74M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$933K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$926K |
| 4 |
Morgan Stanley
New York
|
-$628K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$597K |
PGF Hedge Fund Activity: Q3 2025 in Review
162 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q3 2025, worth a combined $157M — up 7% from $147M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PGF positions and 14 closed out — a net gain of 3 holders — while 53 added to existing stakes and 45 trimmed.
The largest buyer was UBS Group, adding an estimated $4.19M. The largest seller was LPL Financial, cutting an estimated $1.74M.
- 162 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q3 2025, up from 159 in Q2 2025.
- Funds reported $157M of Invesco Financial Preferred ETF stock for Q3 2025, up 7% quarter-over-quarter.
- 17 funds opened new Invesco Financial Preferred ETF positions in Q3 2025 and 14 closed out, a net change of +3 holders.
- The largest Invesco Financial Preferred ETF buyer in Q3 2025 was UBS Group, an estimated $4.19M added.
- The largest Invesco Financial Preferred ETF seller in Q3 2025 was LPL Financial, an estimated $1.74M sold.
Based on aggregated 13F filings for Q3 2025.