Who Owns Invesco Financial Preferred ETF (PGF)?Hedge Fund & Institutional Holders

$14.06-0.10 (-0.74%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.656021000184511e+175T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$13.70$14.25$14.79$15.34$15.89Sep 24Jun 25Mar 26

PGF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+388K+$5.5M
North Star Investment Management Corp.New Position+267K+$3.8M
Janney Montgomery Scott LLCNew Position+187K+$2.0M
Sterneck Capital Management, LLCNew Position+136K+$1.9M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+126K+$1.8M
Wealth Advisory Solutions, LLCNew Position+124K+$1.8M
Field & Main BankNew Position+101K+$1.4M
Lord & Richards Wealth Management, LLCNew Position+91K+$1.3M
Magnus Financial Group LLCNew Position+85K+$1.2M
D.A. DAVIDSON & CO.New Position+75K+$1.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+84K+$1.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+55K+$779K
LJI Wealth Management, LLCNew Position+42K+$587K
OPPENHEIMER & CO INCNew Position+27K+$378K
Capital Investment Advisors, LLCNew Position+26K+$374K

PGF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-116K-$24.3B
UBS Group AGDecreased-80K-$20.5B
LPL Financial LLCDecreased-40K-$12.5B
WELLS FARGO & COMPANY/MNDecreased-149K-$11.0B
ROYAL BANK OF CANADADecreased-7K-$1.8B
Prospera Financial Services IncDecreased-7K-$1.7B
STIFEL FINANCIAL CORPDecreased-3K-$1.6B
Integrated Advisors Network LLCDecreased-20K-$1.2B
COMERICA BANKDecreased-8K-$1.1B
Cetera Investment AdvisersDecreased-8K-$1.1B
HighTower Advisors, LLCDecreased-18K-$1.1B
MML INVESTORS SERVICES, LLCDecreased-400-$917.8M
LEIGH BALDWIN & CO., LLCDecreased-19K-$881.9M
AMERIPRISE FINANCIAL INCDecreased-14K-$879.6M
Cushing Capital Partners, LLCDecreased-800-$734.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC4,000$56.6M0.00%Share
2MORGAN STANLEY1,548,100$21.0M0.00%Share
3UBS Group AG1,304,923$18.5M0.00%Share
4LPL Financial LLC814,355$11.0M0.00%Share
5BANK OF AMERICA CORP /DE/599,250$8.0M0.00%Share
6Investors Research Corp322,794$4.6M0.84%Share
7WELLS FARGO & COMPANY/MN318,700$4.0M0.00%Share
8Private Advisor Group, LLC342,877$4.0M0.02%Share
9WELLS FARGO & COMPANY/MN287,787$4.0M0.00%Share
10EVOKE WEALTH, LLC334,076$4.0M0.07%Share
11North Star Investment Management Corp.267,442$3.8M0.24%Share
12Signal Advisors Wealth, LLC244,105$3.5M0.27%Share
13ROSENBLUM SILVERMAN SUTTON S F INC /CA155,290$2.2M0.51%Share
14Janney Montgomery Scott LLC187,242$2.0M0.00%Share
15BANK OF AMERICA CORP /DE/185,576$2.0M0.00%Share
16Sterneck Capital Management, LLC136,034$1.9M0.87%Share
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC125,850$1.8M0.00%Share
18Wealth Advisory Solutions, LLC124,262$1.8M0.41%Share
19Sanctuary Advisors, LLC108,511$1.5M0.01%Share
20Sanctuary Advisors, LLC102,527$1.4M0.01%Share
21Field & Main Bank101,425$1.4M0.41%Share
22Sanctuary Advisors, LLC88,538$1.3M0.01%Share
23Sanctuary Advisors, LLC88,538$1.3M0.01%Share
24Magnus Financial Group LLC85,144$1.2M0.09%Share
25D.A. DAVIDSON & CO.75,101$1.1M0.01%Share
26Cambridge Investment Research Advisors, Inc.85,145$1.0M0.00%Share
27RAYMOND JAMES FINANCIAL INC131,835$1.0M0.00%Share
28OSAIC HOLDINGS, INC.86,261$1.0M0.00%Share
29COMMONWEALTH EQUITY SERVICES, LLC83,557$1.0M0.00%Share
30ROYAL BANK OF CANADA113,440$1.0M0.00%Share
31Prospera Financial Services Inc111,002$1.0M0.02%Share
32Lord & Richards Wealth Management, LLC70,356$994K0.85%Share
33COMERICA BANK66,033$933K0.00%Share
34MARIPAU WEALTH MANAGEMENT LLC61,425$869K0.40%Share
35INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC55,141$779K0.05%Share
36Cushing Capital Partners, LLC49,461$699K0.52%Share
37LJI Wealth Management, LLC41,520$587K0.09%Share
38Walker Asset Management, LLC36,420$514K0.28%Share
39Accel Wealth Management33,213$469K0.13%Share
40RFG HOLDINGS, INC.32,110$454K0.11%Share
41MGB Wealth Management, LLC27,577$389K0.11%Share
42OPPENHEIMER & CO INC26,763$378K0.01%Share
43Capital Investment Advisors, LLC26,465$374K0.01%Share
44CITIZENS FINANCIAL GROUP INC/RI26,350$372K0.00%Share
45Caprock Group, LLC26,068$368K0.01%Share
46TRUIST FINANCIAL CORP25,177$356K0.00%Share
47HF Advisory Group, LLC23,981$339K0.11%Share
48ProVise Management Group, LLC23,877$337K0.02%Share
49Wealthcare Advisory Partners LLC23,406$330K0.01%Share
50Leading Edge Financial Planning LLC23,180$327K0.07%Share

PGF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025156$185.3M+53
Q3 2025103$127.0B-51
Q2 2025154$116.9B-8
Q1 2025162$144.9B+16
Q4 2024146$4.9T+23
Q3 2024123$124.9T-1
Q2 2024124$96.4T+12
Q1 2024112$110.2T—

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As of Q4 2025, 50 institutional investors hold PGF (Invesco Financial Preferred ETF). The largest holder is Anchor Investment Management, LLC with $56.6M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PGF?

As of Q4 2025, 50 institutional investors report holding PGF (Invesco Financial Preferred ETF) in their 13F filings.

Who is the largest institutional holder of PGF?

The largest institutional holder of PGF is Anchor Investment Management, LLC with $56.6M in shares.

Is institutional ownership of PGF increasing or decreasing?

This quarter, 15 institutions opened new positions in PGF and 0 closed their positions.