Free Trial
→ Trump’s treachery (From Porter & Company) (Ad) Buy PGF Stock  Free PGF Stock Alerts

Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$13.95 +0.08 (+0.58%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$13.94 0.00 (-0.04%)
As of 04/17/2025 05:16 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco Financial Preferred ETF (NYSEARCA:PGF)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$38.08M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$28.81M
Get PGF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Financial Preferred ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PGF Institutional Buying and Selling by Quarter

Invesco Financial Preferred ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Cushing Capital Partners LLC40,586$580K0.5%N/A0.073%
4/17/2025 Sowell Financial Services LLC49,181$702K0.0%+18.1%0.088%
4/17/2025 Janney Montgomery Scott LLC28,545$408K0.0%+3.1%0.051%
4/17/2025 North Star Investment Management Corp.290,051$4.14M0.3%-2.7%0.520%
4/16/2025 Wealth Enhancement Advisory Services LLC47,921$684K0.0%+16.4%0.086%
4/16/2025 RFG Holdings Inc.92,195$1.32M0.4%-10.0%0.165%
4/15/2025 Integrated Advisors Network LLC165,573$2.36M0.1%+4.6%0.297%
4/14/2025 Farther Finance Advisors LLC11,489$164K0.0%+145.4%0.020%
4/14/2025 Capital Investment Advisors LLC30,173$431K0.0%-6.5%0.054%
4/11/2025 Magnus Financial Group LLC81,246$1.16M0.1%+1.5%0.145%
4/11/2025 Signal Advisors Wealth LLC102,361$1.46M0.1%N/A0.182%
4/10/2025 HF Advisory Group LLC20,141$288K0.1%+5.2%0.036%
4/10/2025 Accel Wealth Management52,956$756K0.3%-8.8%0.094%
4/10/2025 Triangle Securities Wealth Management10,681$153K0.0%-11.2%0.019%
4/8/2025 Sterneck Capital Management LLC120,733$1.72M0.9%+3.0%0.215%
4/8/2025 Investors Research Corp245,789$3.51M0.8%+18.2%0.438%
4/7/2025 GAMMA Investing LLC31,130$4.45M0.0%+1,328.0%0.055%
3/17/2025 Wealth Enhancement Advisory Services LLC41,157$599K0.0%+127.7%0.073%
3/3/2025Cim LLC250,510$3.65M0.5%-38.5%0.437%
2/25/2025 Integrated Advisors Network LLC158,340$2.30M0.1%+13.7%0.276%
2/17/2025Wolverine Trading LLC12,856$187K0.0%N/A0.021%
2/17/2025Cetera Investment Advisers53,603$780K0.0%+2.0%0.088%
2/17/2025Captrust Financial Advisors55,855$813K0.0%+24.1%0.091%
2/17/2025Ameriprise Financial Inc.85,033$1.24M0.0%-60.4%0.139%
2/14/2025Jane Street Group LLC80,156$1.17M0.0%+147.0%0.131%
2/14/2025Rehmann Capital Advisory Group16,214$236K0.0%+43.9%0.026%
2/14/2025Comerica Bank32,070$467K0.0%+5.4%0.052%
2/14/2025Two Sigma Securities LLC18,426$268K0.0%N/A0.030%
2/14/2025MGO One Seven LLC13,353$194K0.0%+5.5%0.022%
2/14/2025Stifel Financial Corp166,007$2.42M0.0%+9.0%0.271%
2/14/2025Freedom Investment Management Inc.66,630$969K0.1%-6.5%0.109%
2/13/2025MSH Capital Advisors LLC10,856$158K0.0%N/A0.018%
2/13/2025NewEdge Advisors LLC30,081$438K0.0%+4.8%0.049%
2/13/2025Guggenheim Capital LLC20,615$300K0.0%-3.6%0.034%
2/13/2025Mariner LLC12,606$183K0.0%-10.6%0.021%
2/13/2025Raymond James Financial Inc.115,154$1.68M0.0%N/A0.188%
2/13/2025Bank of Montreal Can27,840$405K0.0%-37.9%0.045%
2/13/2025Envestnet Asset Management Inc.56,144$817K0.0%-20.4%0.092%
2/13/2025Wells Fargo & Company MN786,813$11.45M0.0%+3.2%1.286%
2/13/2025Rosenblum Silverman Sutton S F Inc. CA37,230$542K0.1%+22.4%0.061%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/13/2025Prudential PLC3,900$57K0.0%-78.5%0.006%
2/12/2025Orion Portfolio Solutions LLC185,065$2.69M0.0%N/A0.302%
2/12/2025JPMorgan Chase & Co.975,027$14.19M0.0%+11.7%1.593%
2/11/2025LPL Financial LLC1,191,738$17.34M0.0%-4.8%1.947%
2/11/2025ProVise Management Group LLC26,042$379K0.0%-10.3%0.043%
2/10/2025Evoke Wealth LLC304,703$4.43M0.1%+3.7%0.498%
2/10/2025Commonwealth Equity Services LLC85,104$1.24M0.0%-15.5%0.139%
2/10/2025Avantax Advisory Services Inc.14,619$213K0.0%-20.8%0.024%
2/7/2025HighTower Advisors LLC72,435$1.05M0.0%-3.3%0.118%
2/7/2025Citizens Financial Group Inc. RI23,056$335K0.0%-5.5%0.038%
2/7/2025 Investors Research Corp207,910$3.03M0.7%+15.3%0.340%
2/7/2025Independent Advisor Alliance13,287$193K0.0%N/A0.022%
2/6/2025Raymond James Financial Inc.115,154$1.68M0.0%N/A0.188%
2/6/2025Promus Capital LLC2,117$31K0.0%N/A0.003%
2/6/2025Vision Financial Markets LLC4,000$58K0.1%N/A0.007%
2/6/2025M&T Bank Corp13,906$202K0.0%N/A0.023%
2/6/2025Jones Financial Companies Lllp26,599$387K0.0%+107.7%0.043%
2/5/2025Fort Sheridan Advisors LLC18,000$262K0.0%-18.2%0.029%
2/5/2025Oppenheimer & Co. Inc.22,713$330K0.0%+3.3%0.037%
2/3/2025Private Advisor Group LLC460,620$6.70M0.0%-14.1%0.753%
1/31/2025D.A. Davidson & CO.72,738$1.06M0.0%+1.7%0.119%
1/31/2025Truist Financial Corp31,305$455K0.0%-32.1%0.051%
1/31/2025Sanctuary Advisors LLC85,700$1.27M0.0%+6.8%0.140%
1/30/2025Allworth Financial LP2,936$43K0.0%+967.6%0.005%
1/30/2025Principal Securities Inc.5,598$81K0.0%+36.6%0.009%
1/29/2025MGB Wealth Management LLC27,835$405K0.1%+24.4%0.045%
1/29/2025McClarren Financial Advisors Inc.2,149$31K0.1%+14,226.7%0.004%
1/29/2025Essex Financial Services Inc.10,263$149K0.0%N/A0.017%
1/28/2025Appleton Partners Inc. MA12,876$187K0.0%-34.1%0.021%
1/27/2025 RFG Holdings Inc.102,383$1.49M0.5%-88.7%0.167%
1/24/2025Western Financial Corp CA21,787$317K0.2%+70.8%0.036%
1/23/2025Field & Main Bank92,821$1.35M0.5%-5.1%0.152%
1/21/2025 Accel Wealth Management58,087$845K0.3%-10.7%0.095%
1/17/2025 Janney Montgomery Scott LLC27,694$403K0.0%+120.5%0.045%
1/17/2025 Magnus Financial Group LLC80,035$1.17M0.1%+1.5%0.131%
1/15/2025 Triangle Securities Wealth Management12,031$175K0.0%-10.6%0.020%
1/15/2025Premier Path Wealth Partners LLC10,245$149K0.0%-21.0%0.017%
1/15/2025Arkadios Wealth Advisors12,790$186K0.0%-11.8%0.021%
1/15/2025 Walker Asset Management LLC41,260$600K0.4%-4.2%0.067%
1/13/2025 City Center Advisors LLC10,081$147K0.2%N/A0.016%
1/8/2025International Assets Investment Management LLC47,035$697K0.0%N/A0.077%
1/8/2025 Sterneck Capital Management LLC117,173$1.71M0.9%+27.0%0.191%
12/26/2024JPMorgan Chase & Co.873,248$13.68M0.0%+23,087.7%1.427%
11/25/2024Sanctuary Advisors LLC80,255$1.21M0.0%-13.2%0.131%
11/15/2024MML Investors Services LLC69,144$1.08M0.0%+3.6%0.113%
11/15/2024Dunhill Financial LLC1,982$31K0.0%-88.5%0.003%
11/15/2024Jane Street Group LLC32,457$508K0.0%-73.0%0.053%
11/15/2024Stifel Financial Corp152,297$2.39M0.0%-1.1%0.249%
11/15/2024HighTower Advisors LLC74,910$1.17M0.0%+5.9%0.122%
11/14/2024Flow Traders U.S. LLC18,371$288K0.0%+70.3%0.030%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
11/14/2024Captrust Financial Advisors45,022$705K0.0%+1.7%0.074%
11/13/2024Freedom Investment Management Inc.71,253$1.12M0.1%-6.5%0.116%
11/12/2024MGB Wealth Management LLC22,373$350K0.1%+5.3%0.037%
11/12/2024 Investors Research Corp180,399$2.83M0.6%+15.2%0.295%
11/12/2024Running Point Capital Advisors LLC15,491$243K0.1%-5.8%0.025%
11/8/2024Citizens Financial Group Inc. RI24,409$382K0.0%+4.2%0.040%
11/8/2024Avior Wealth Management LLC3,006$47K0.0%+305.7%0.005%
11/8/2024Prospera Financial Services Inc110,631$1.73M0.0%+7.8%0.181%
11/7/2024Caprock Group LLC26,318$412K0.0%N/A0.043%
11/6/2024LJI Wealth Management LLC43,408$680K0.1%+18.9%0.071%
(Data available from 1/1/2016 forward)

PGF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGF shares?

During the previous two years, 151 institutional investors and hedge funds held shares of Invesco Financial Preferred ETF. The most heavily invested institutionals were LPL Financial LLC ($17.34M), JPMorgan Chase & Co. ($14.19M), Wells Fargo & Company MN ($11.45M), Custos Family Office LLC ($8.84M), Private Advisor Group LLC ($6.70M), UBS Group AG ($6.01M), and Strategic Wealth Investment Group LLC ($5.76M).Learn more on PGF's institutional investors.

Which institutional investors have been buying Invesco Financial Preferred ETF stock?

Of the 113 institutional investors that purchased Invesco Financial Preferred ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($971.26K), RFG Holdings Inc. ($945.98K), Private Advisor Group LLC ($784.13K), Truist Financial Corp ($422.30K), Cim LLC ($406.39K), Raymond James Financial Inc. ($230.31K), and Custos Family Office LLC ($190.63K).

How much institutional buying is happening at Invesco Financial Preferred ETF?

Institutional investors have bought a total of 6,422,543 shares in the last 24 months. This purchase volume represents approximately $94.89M in transactions.

Which Invesco Financial Preferred ETF major shareholders have been selling company stock?

Of the 88 institutional investors that sold Invesco Financial Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFG Holdings Inc. ($853.78K), Truist Financial Corp ($485.80K), Private Advisor Group LLC ($323.51K), Strategic Wealth Investment Group LLC ($253.59K), Cim LLC ($157.13K), Cambridge Investment Research Advisors Inc. ($143.71K), and Envestnet Asset Management Inc. ($141.23K).

How much institutional selling is happening at Invesco Financial Preferred ETF?

Institutional investors have sold a total of 3,713,920 shares in the last 24 months. This volume of shares sold represents approximately $54.32M in transactions.


Related Companies

This page (NYSEARCA:PGF) was last updated on 4/19/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Claim Your FREE Protection Guide
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored