Who Owns PGF?
Invesco Financial Preferred ETF — Institutional Ownership & 13F Holdings
$14.03
-0.05 (-0.36%)
Market Cap
$738.3M
Shares Outstanding
50,274,516
Institutional Holders
161
Total Inst. Value
$383.8M
% of Float Held
—
QoQ Holder Change
+51
Institutional data as of Q1 2025
New Positions
43
Closed Positions
25
Increased
39
Decreased
43
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $255.7M | 17,903 |
| 2 | MORGAN STANLEY | $26.5M | 1,854,646 |
| 3 | WELLS FARGO & COMPANY/MN | $11.7M | 822,717 |
| 4 | UBS Group AG | $9.2M | 641,544 |
| 5 | BANK OF AMERICA CORP /DE/ | $8.7M | 610,841 |
| 6 | Private Advisor Group, LLC | $6.4M | 446,768 |
| 7 | EVOKE WEALTH, LLC | $4.3M | 300,903 |
| 8 | North Star Investment Management Corp. | $4.1M | 290,051 |
| 9 | Investors Research Corp | $3.5M | 245,789 |
| 10 | Integrated Advisors Network LLC | $2.4M | 165,573 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +4K | $255.7M |
| WELLS FARGO & COMPANY/MN | +36K | $11.7M |
| UBS Group AG | +6K | $9.2M |
| Investors Research Corp | +38K | $3.5M |
| Integrated Advisors Network LLC | +7K | $2.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -975K | $0 |
| BANK OF AMERICA CORP /DE/ | -441K | $8.7M |
| OSAIC HOLDINGS, INC. | -45K | $1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -32K | $713K |
| AMERIPRISE FINANCIAL INC | -32K | $753K |
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Frequently Asked Questions
How many institutional investors hold PGF?
As of Q1 2025, 161 institutional investors report holding PGF (Invesco Financial Preferred ETF) in their 13F filings.
Which hedge fund owns the most PGF?
The largest institutional holder of PGF is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $255.7M in shares.
Are institutions buying or selling PGF?
This quarter, 43 institutions opened new positions in PGF and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.