Invesco Financial Preferred ETF
PGF
158 hedge funds and large institutions have $148M invested in Invesco Financial Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 21 closing their positions.
0.37% less ownership
Funds ownership: 19.71% → 19.35% (-0.37%)
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2% less funds holding
Funds holding: 162 → 158 (-4)
15% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 52
31% less capital inflows, than outflows
Capital inflows: $8.2M | Capital outflows: $11.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSS
Rosenblum Silverman Sutton
San Francisco,
California
|
+$1.18M |
| 2 |
&Partners
Nashville,
Tennessee
|
+$938K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$640K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$628K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$593K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.14M |
| 2 |
Morgan Stanley
New York
|
-$1.66M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.15M |
| 4 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$874K |
| 5 |
LPL Financial
San Diego,
California
|
-$580K |
PGF Hedge Fund Activity: Q4 2025 in Review
158 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in Invesco Financial Preferred ETF (PGF) for Q4 2025, worth a combined $148M — down 5.6% from $157M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of PGF and 19 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 44 added.
The largest buyer was Rosenblum Silverman Sutton, adding an estimated $1.18M. The largest seller was Wells Fargo, cutting an estimated $2.14M.
- 158 institutional investors held Invesco Financial Preferred ETF (PGF) as of Q4 2025, down from 162 in Q3 2025.
- Funds reported $148M of Invesco Financial Preferred ETF stock for Q4 2025, down 5.6% quarter-over-quarter.
- 19 funds opened new Invesco Financial Preferred ETF positions in Q4 2025 and 21 closed out, a net change of -2 holders.
- The largest Invesco Financial Preferred ETF buyer in Q4 2025 was Rosenblum Silverman Sutton, an estimated $1.18M added.
- The largest Invesco Financial Preferred ETF seller in Q4 2025 was Wells Fargo, an estimated $2.14M sold.
Based on aggregated 13F filings for Q4 2025.