PGF · Invesco Financial Preferred ETF ETF
$13.30
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $844,015
Total Shares: 61,562
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+84.8 pts
Top 5
100.0%
+50.9 pts
Top 10
100.0%
+35.9 pts
HHI
10,000
Highly concentrated+9,379
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
151
Unchanged
0
Holder count:
-150
Institutional value:
-99.4%
Shares held:
-99.4%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 61,562 | $844,015 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 1,540,010 | $21,190,536 | |
| Mega UBS Group AG | 1,324,977 | $18,231,682 | |
| Mega LPL Financial LLC | 768,701 | $10,577,325 | |
| Mega BANK OF AMERICA CORP /DE/ | 735,903 | $10,126,025 | |
| Mega WELLS FARGO & COMPANY/MN | 617,759 | $8,500,362 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PGF | $844,015 | 100.00% | 61,562 | Shares | 2026-09-02 |