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Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) Institutional Ownership

$23.45 -0.07 (-0.30%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Fundamental Investment Grade Corporate Bond ETF (NYSEARCA:PFIG)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$4.17M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.89M
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PFIG Institutional Buying and Selling by Quarter

Invesco Fundamental Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025 Prairiewood Capital LLC69,402$1.63M0.7%-2.0%3.017%
1/14/2025 Breakwater Capital Group30,877$725K0.1%+6.6%1.342%
11/14/2024CreativeOne Wealth LLC177,355$4.28M0.1%+53.6%7.711%
8/21/2024Truist Financial Corp129,001$3.01M0.0%-1.8%5.609%
8/16/2024NewEdge Advisors LLC40,182$939K0.0%-62.7%1.747%
7/26/2024 Breakwater Capital Group23,047$538K0.1%+4.2%1.002%
7/18/2024 Prairiewood Capital LLC71,044$1.66M0.8%-3.3%3.089%
7/16/2024Insight Advisors LLC PA16,457$384K0.1%+13.4%0.716%
5/14/2024CreativeOne Wealth LLC93,505$2.19M0.1%+117.6%4.065%
5/7/2024Insight Advisors LLC PA14,516$340K0.1%-9.5%0.631%
4/30/2024Private Advisor Group LLC64,841$1.52M0.0%+17.6%2.819%
4/26/2024 Prairiewood Capital LLC73,504$1.72M0.8%-2.1%3.267%
4/18/2024 Breakwater Capital Group22,116$519K0.1%-8.9%0.983%
2/9/2024CreativeOne Wealth LLC42,973$1.02M0.1%+206.1%2.262%
2/7/2024Avantax Advisory Services Inc.10,832$257K0.0%-12.8%0.570%
2/6/2024Private Advisor Group LLC55,116$1.31M0.0%+55.5%2.901%
1/16/2024 Prairiewood Capital LLC75,044$1.78M0.9%-3.6%3.950%
11/13/2023LPL Financial LLC200,007$4.51M0.0%+35.5%10.527%
11/13/2023Kestra Advisory Services LLC9,882$223K0.0%+7.6%0.520%
11/6/2023 Breakwater Capital Group24,549$552K0.2%N/A1.292%
11/3/2023Private Advisor Group LLC35,449$800K0.0%+29.8%1.866%
10/17/2023CreativeOne Wealth LLC14,041$317K0.0%N/A0.739%
10/12/2023 Prairiewood Capital LLC77,853$1.76M1.1%+13.5%4.098%
8/10/2023Private Advisor Group LLC27,312$630K0.0%N/A1.437%
8/10/2023Cetera Investment Advisers20,897$482K0.0%N/A1.100%
8/3/2023Dearborn Partners LLC49,128$1.13M0.0%N/A2.586%
8/3/2023Bank of New York Mellon Corp207,723$4.79M0.0%N/A10.933%
8/2/2023Bank of Montreal Can31,500$742K0.0%N/A1.658%
7/31/2023LPL Financial LLC147,600$3.41M0.0%+28.0%7.768%
7/24/2023 Prairiewood Capital LLC68,572$1.58M1.1%+5.4%4.034%
7/11/2023 Brookstone Capital Management27,098$620K0.0%-3.8%1.594%
5/10/2023LPL Financial LLC115,303$2.70M0.0%-42.0%8.236%
5/3/2023Insight Advisors LLC PA16,146$379K0.1%+7.2%1.153%
4/28/2023Avantax Advisory Services Inc.12,367$290K0.0%-88.4%0.883%
4/19/2023 Prairiewood Capital LLC65,070$1.53M1.0%+20.6%4.648%
4/19/2023 Brookstone Capital Management28,182$660K0.0%-7.9%2.013%
2/21/2023Insight Advisors LLC PA15,068$347K0.1%-8.0%1.039%
2/7/2023LPL Financial LLC198,672$4.57M0.0%+89.0%13.702%
1/20/2023 Prairiewood Capital LLC53,947$1.24M0.9%+9.3%3.173%
1/9/2023 Brookstone Capital Management30,601$714K0.0%-7.8%1.855%
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12/12/2022Insight Advisors LLC PA16,383$369K0.1%-8.7%1.311%
11/2/2022Avantax Advisory Services Inc.108,179$2.44M0.0%+16.3%8.654%
10/14/2022 Brookstone Capital Management33,189$745K0.0%-8.7%2.655%
10/13/2022 Prairiewood Capital LLC49,363$1.11M0.9%+6.7%3.949%
8/12/2022Strategic Blueprint LLC10,496$246K0.0%N/A0.840%
8/11/2022Insight Advisors LLC PA17,939$432K0.1%-23.1%1.435%
8/2/2022Avantax Advisory Services Inc.93,027$2.18M0.0%+4.3%7.442%
7/29/2022Total Clarity Wealth Management Inc.1,500$35K0.0%N/A0.120%
7/13/2022 Prairiewood Capital LLC46,276$1.09M0.9%+1.3%3.191%
7/11/2022 Brookstone Capital Management36,347$855K0.0%-23.7%2.507%
6/2/2022Insight Advisors LLC PA23,329$576K0.2%-16.0%1.505%
5/13/2022Insight Advisors LLC PA23,329$576K0.2%-16.0%1.505%
5/3/2022Capital Investment Advisory Services LLC17,809$440K0.0%-2.7%1.149%
4/28/2022Evensky & Katz LLC6,897$170K0.0%-9.9%0.445%
4/27/2022Avantax Advisory Services Inc.89,178$2.21M0.0%+12.3%5.753%
4/20/2022 Prairiewood Capital LLC45,688$1.13M0.8%+14.9%2.948%
4/12/2022 Brookstone Capital Management47,621$1.15M0.0%-47.0%3.072%
2/7/2022Benjamin Edwards Inc.14,351$376K0.1%+2.9%0.897%
2/3/2022Total Clarity Wealth Management Inc.1,500$39K0.0%N/A0.094%
2/1/2022Capital Investment Advisory Services LLC18,298$479K0.1%-5.2%1.144%
1/31/2022CWM LLC1,681$44K0.0%N/A0.105%
1/24/2022Avantax Advisory Services Inc.79,436$2.08M0.0%+6.7%4.965%
1/20/2022 Prairiewood Capital LLC39,754$1.04M0.8%-6.1%2.485%
1/20/2022Parallel Advisors LLC2,000$52K0.0%-50.0%0.125%
1/19/2022Newbridge Financial Services Group Inc.3,462$91K0.0%N/A0.216%
1/11/2022 Brookstone Capital Management89,853$2.33M0.0%-12.3%5.446%
11/16/2021LPL Financial LLC109,072$2.92M0.0%+3.2%6.060%
11/15/2021Invesco Ltd.148,622$3.98M0.0%+41.8%8.257%
11/5/2021Advisor Group Holdings Inc.1,460$38K0.0%-31.0%0.081%
11/3/2021 Brookstone Capital Management102,415$2.74M0.0%-4.6%5.690%
11/2/2021Benjamin Edwards Inc.13,943$373K0.2%-53.1%0.775%
10/27/2021Dearborn Partners LLC23,096$618K0.0%-47.9%1.283%
10/21/2021Avantax Advisory Services Inc.74,414$1.99M0.0%+18.8%4.022%
10/6/2021Evensky & Katz LLC7,728$207K0.0%-19.1%0.418%
8/17/2021Invesco Ltd.104,791$2.82M0.0%+53.2%5.374%
8/17/2021Citadel Advisors LLC125,643$3.39M0.0%-4.0%6.443%
8/16/2021Royal Bank of Canada8,188$220K0.0%+16.1%0.420%
8/12/2021Insight Advisors LLC PA31,617$859K0.3%-11.2%1.621%
8/11/2021Bank of New York Mellon Corp164,833$4.44M0.0%+3.9%8.453%
8/11/2021Susquehanna International Group LLP20,233$545K0.0%-22.5%1.038%
8/4/2021Evensky & Katz LLC9,558$258K0.0%-5.3%0.490%
8/2/2021Advisor Group Holdings Inc.2,116$56K0.0%+26.3%0.109%
7/27/2021Capital Investment Advisory Services LLC19,286$520K0.1%-5.9%1.015%
7/17/2021 Brookstone Capital Management107,364$2.90M0.1%N/A5.651%
5/28/2021FormulaFolio Investments LLC67,101$1.80M0.6%-48.4%3.532%
5/18/2021Citadel Advisors LLC130,919$3.49M0.0%-2.1%6.890%
5/18/2021Jane Street Group LLC64,392$1.72M0.0%+41.3%3.389%
5/17/2021Royal Bank of Canada7,051$188K0.0%-71.3%0.371%
5/14/2021Benjamin Edwards Inc.30,007$799K0.6%-3.9%1.579%
5/13/2021Avantax Advisory Services Inc.56,622$1.51M0.0%-3.1%2.980%
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5/13/2021Bank of New York Mellon Corp158,598$4.23M0.0%+1.2%8.347%
5/12/2021UBS Group AG1,393$37K0.0%+83.5%0.073%
5/7/2021Syverson Strege & Co9,366$250K0.3%-7.2%0.480%
5/5/2021Capital Investment Advisory Services LLC20,487$546K0.1%-10.2%1.051%
4/29/2021Dearborn Partners LLC43,311$1.15M0.0%+2.7%2.221%
4/13/2021 Prairiewood Capital LLC42,168$1.12M1.0%+2.1%2.162%
4/9/2021Evensky & Katz LLC10,090$269K0.0%-75.2%0.517%
3/2/2021FormulaFolio Investments LLC129,995$3.57M0.1%-7.3%6.666%
2/17/2021Jane Street Group LLC45,568$1.25M0.0%+8.5%2.278%
2/12/2021LPL Financial LLC97,779$2.69M0.0%+27.4%4.889%
(Data available from 1/1/2016 forward)

PFIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFIG shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Invesco Fundamental Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($4.79M), LPL Financial LLC ($4.51M), CreativeOne Wealth LLC ($4.28M), Truist Financial Corp ($3.01M), Prairiewood Capital LLC ($1.63M), Private Advisor Group LLC ($1.52M), and Dearborn Partners LLC ($1.13M).Learn more on PFIG's institutional investors.

Which institutional investors have been buying Invesco Fundamental Investment Grade Corporate Bond ETF stock?

Of the 11 institutional investors that purchased Invesco Fundamental Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($207.72K), LPL Financial LLC ($178.27K), CreativeOne Wealth LLC ($155.40K), Private Advisor Group LLC ($64.84K), Dearborn Partners LLC ($49.13K), Bank of Montreal Can ($31.50K), and Breakwater Capital Group ($27.39K).

How much institutional buying is happening at Invesco Fundamental Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 762,772 shares in the last 24 months. This purchase volume represents approximately $17.67M in transactions.

Which Invesco Fundamental Investment Grade Corporate Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold Invesco Fundamental Investment Grade Corporate Bond ETF stock in the last 24 months: Avantax Advisory Services Inc. ($95.65K), LPL Financial LLC ($83.37K), NewEdge Advisors LLC ($67.57K), Prairiewood Capital LLC ($8.25K), Brookstone Capital Management ($3.50K), Insight Advisors LLC PA ($2.84K), and Truist Financial Corp ($2.40K).

How much institutional selling is happening at Invesco Fundamental Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 265,739 shares in the last 24 months. This volume of shares sold represents approximately $6.22M in transactions.



This page (NYSEARCA:PFIG) was last updated on 1/22/2025 by MarketBeat.com Staff
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