We are live on ! Find out more
PGF icon

Invesco Financial Preferred ETF

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: 162157 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.9M -$1.66M -115,759 -7%
UBS Group
2
UBS Group
Switzerland
$18.7M -$1.15M -79,962 -6%
LPL Financial
3
LPL Financial
California
$11.5M -$580K -40,399 -5%
Bank of America
4
Bank of America
North Carolina
$11.1M +$640K +44,586 +6%
Wells Fargo
5
Wells Fargo
California
$8.58M -$2.14M -149,363 -20%
PAG
6
Private Advisor Group
New Jersey
$4.85M +$55.3K +3,852 +1%
EW
7
Evoke Wealth
California
$4.72M +$226K +15,752 +5%
IRC
8
Investors Research Corp
Georgia
$4.56M +$369K +25,710 +9%
NSIM
9
North Star Investment Management
Illinois
$3.78M -$129K -9,020 -3%
SAW
10
Signal Advisors Wealth
Michigan
$3.45M +$431K +30,016 +14%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.65M +$546 +38 +0%
Raymond James Financial
12
Raymond James Financial
Florida
$2.31M +$628K +43,743 +37%
RSS
13
Rosenblum Silverman Sutton
California
$2.2M +$1.18M +82,025 +112%
SCM
14
Sterneck Capital Management
Missouri
$1.92M +$130K +9,075 +7%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.79M +$491K +34,191 +37%
WAS
16
Wealth Advisory Solutions
Indiana
$1.76M -$47K -3,276 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.63M -$101K -7,043 -6%
PFS
18
Prospera Financial Services
Texas
$1.57M -$94.2K -6,561 -6%
SA
19
Sanctuary Advisors
Indiana
$1.53M -$75.8K -5,283 -5%
Stifel Financial
20
Stifel Financial
Missouri
$1.51M -$41.9K -2,915 -3%
FMB
21
Field & Main Bank
Kentucky
$1.43M -$94.5K -6,583 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.29M +$33.1K +2,307 +3%
LRWM
23
Lord & Richards Wealth Management
Colorado
$1.29M +$66.3K +4,620 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.2M +$71K +4,942 +6%
MFG
25
Magnus Financial Group
New York
$1.2M +$19.3K +1,341 +2%