Invesco Financial Preferred ETF (PGF) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling PGF?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Invesco Financial Preferred ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on PGF?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Invesco Financial Preferred ETF.

Is institutional money flowing into PGF?

53 institutional investors hold Invesco Financial Preferred ETF (PGF). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about PGF?

Track institutional sentiment and conviction scores for Invesco Financial Preferred ETF (PGF) including Smart Money Verdict and position changes on HoldingsIntel.

Invesco Financial Preferred ETF

PGF·46137V621·US·preferred·Unknown - Unknown

FINL PFD ETF

PGF (Invesco Financial Preferred ETF) is held by 53 institutional investors as of Q4 2025. Largest holders: MORGAN STANLEY ($21.9M), UBS Group AG ($18.7M), LPL Financial LLC ($11.5M). Net institutional sentiment: Mixed.

Holders

Avg rating(7 Elite)

$100.9M

Total Value

40% (57)

Fund Consensus

18 buying - 27 selling

Smart Money VerdictView all

44Weak MomentumSingle Source

Get 5 free verdicts/month - sign up in 10 seconds

See how PGF's score breaks down across 4 SEC sources

Held by 53 funds

7 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	1.5M(-7.0%)	$21.9M	0.0%	+6.89%	0
UBS Group AG	Decreased	1.3M(-5.7%)	$18.7M	0.0%	+4.75%	0
LPL Financial LLC	Decreased	814,355(-4.7%)	$11.5M	0.0%	+10.16%	0
BANK OF AMERICA CORP /DE/	Increased	784,826(+6.0%)	$11.1M	0.0%	+4.52%	30
WELLS FARGO & COMPANY/MN	Decreased	606,487(-19.8%)	$8.6M	0.0%	+15.75%	0
Private Advisor Group, LLC	Increased	342,877(+1.1%)	$4.8M	0.0%	+16.31%	27
RAYMOND JAMES FINANCIAL INC	Increased	163,351(+36.6%)	$2.3M	0.0%	+4.15%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	125,850(+37.3%)	$1.8M	0.0%	+3.66%	34
ROYAL BANK OF CANADA	Decreased	115,160(-5.8%)	$1.6M	0.0%	+5.24%	0
Sanctuary Advisors, LLC	Decreased	108,511(-4.6%)	$1.5M	0.0%	+5.77%	0
STIFEL FINANCIAL CORP	Decreased	106,939(-2.6%)	$1.5M	0.0%	+6.33%	0
OSAIC HOLDINGS, INC.	Increased	91,438(+2.6%)	$1.3M	0.0%	+10.08%	26
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	83,557(-7.3%)	$1.2M	0.0%	+11.30%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	78,287(+111.8%)	$1.1M	0.0%	+2.03%	41
D.A. DAVIDSON & CO.	Unchanged	75,101	$1.1M	0.0%	+7.49%	0
COMERICA BANK	Decreased	70,907(-9.6%)	$1M	0.0%	+4.24%	0
&PARTNERS	New	65,323	$923,667	0.0%	+1.56%	35
Cetera Investment Advisers	Decreased	64,439(-10.9%)	$911,161	0.0%	+3.08%	0
MML INVESTORS SERVICES, LLC	Decreased	62,375(-0.6%)	$881,976	0.0%	+14.69%	0
CAPTRUST FINANCIAL ADVISORS	Unchanged	54,914	$776,488	0.0%	+5.87%	0
HighTower Advisors, LLC	Decreased	53,801(-25.4%)	$760,747	0.0%	+13.52%	0
AMERIPRISE FINANCIAL INC	Decreased	46,155(-23.3%)	$652,625	0.0%	+10.06%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	44,986(-5.0%)	$636,106	0.0%	+6.55%	0
Envestnet Portfolio Solutions, Inc.	Increased	41,910(+60.1%)	$592,610	0.0%	+0.14%	35
JONES FINANCIAL COMPANIES LLLP	Decreased	34,710(-0.9%)	$490,799	0.0%	+3.39%	0
NewEdge Advisors, LLC	Decreased	25,780(-31.7%)	$364,523	0.0%	+4.40%	0
TRUIST FINANCIAL CORP	Increased	25,177(+6.5%)	$356,001	0.0%	+14.36%	25
BANK OF MONTREAL /CAN/	Unchanged	21,659	$306,258	0.0%	+5.23%	0
AQR CAPITAL MANAGEMENT LLC	Increased	20,496(+0.3%)	$289,808	0.0%	-0.69%	23
Kestra Advisory Services, LLC	Decreased	19,732(-16.1%)	$279,006	0.0%	+3.36%	0
Fiera Capital Corp	Unchanged	17,275	$244,269	0.0%	-0.08%	0
MAI Capital Management	Decreased	16,435(-9.1%)	$232,391	0.0%	+5.23%	0
Focus Partners Wealth	New	14,685	$207,654	0.0%	+1.56%	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	14,479(+10.2%)	$204,733	0.0%	+6.85%	25
BROWN ADVISORY INC	Decreased	13,078(-8.0%)	$184,923	0.0%	+13.53%	0
Aptus Capital Advisors, LLC	Increased	10,234(+19.2%)	$144,709	0.0%	+4.25%	26
Rockefeller Capital Management L.P.	Decreased	7,256(-20.9%)	$102,605	0.0%	-0.70%	0
Farther Finance Advisors, LLC	Increased	6,820(+2.2%)	$96,434	0.0%	+2.03%	22
NATIONAL BANK OF CANADA /FI/	Unchanged	4,373	$61,834	0.0%	+5.15%	0
AE Wealth Management LLC	Unchanged	2,350	$33,229	0.0%	+5.23%	0
US BANCORP \DE\	Unchanged	2,250	$31,815	0.0%	+12.32%	0
Waverly Advisors, LLC	New	2,117	$29,934	0.0%	+1.56%	27
Steward Partners Investment Advisory, LLC	Unchanged	1,122	$15,865	0.0%	+9.04%	0
BNP PARIBAS FINANCIAL MARKETS	New	490	$6,929	0.0%	+1.56%	25
Allworth Financial LP	Unchanged	275	$3,889	0.0%	+5.72%	0
BLAIR WILLIAM & CO/IL	Unchanged	150	$2,121	0.0%	+5.79%	0
Qube Research & Technologies Ltd	Decreased	139(-68.3%)	$1,965	0.0%	+11.72%	0
JPMORGAN CHASE & CO	Decreased	136(-91.5%)	$1,923	0.0%	-0.67%	0
FMR LLC	Decreased	131(-16.6%)	$1,846	0.0%	+5.29%	0
HRT FINANCIAL LP	Increased	28,704(+68.0%)	$405	0.0%	+0.21%	17
ASSETMARK, INC	Unchanged	14	$198	0.0%	+5.39%	0
Russell Investments Group, Ltd.	New	2	$21	0.0%	+1.56%	17
CIBC Private Wealth Group LLC	Unchanged	1	$15	0.0%	+6.89%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$456,890	0.0%	-2.23%	0
PRUDENTIAL PLC	Exited	0(-100.0%)	$57,018	0.0%	+1.01%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$3	0.0%	+3.48%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$224,417	0.0%	+3.76%	0

Invesco Financial Preferred ETF

Continue exploring