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Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$15.23 -0.02 (-0.13%)
(As of 11/13/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Financial Preferred ETF (NYSEARCA:PGF)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$31.37M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$18.56M
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PGF Institutional Buying and Selling by Quarter

Invesco Financial Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2024Freedom Investment Management Inc.71,253$1.12M0.1%-6.5%0.116%
11/12/2024 MGB Wealth Management LLC22,373$350K0.1%+5.3%0.037%
11/12/2024 Investors Research Corp180,399$2.83M0.6%+15.2%0.295%
11/12/2024 Running Point Capital Advisors LLC15,491$243K0.1%-5.8%0.025%
11/8/2024 Citizens Financial Group Inc. RI24,409$382K0.0%+4.2%0.040%
11/8/2024 Avior Wealth Management LLC3,006$47K0.0%+305.7%0.005%
11/8/2024 Prospera Financial Services Inc110,631$1.73M0.0%+7.8%0.181%
11/7/2024 Caprock Group LLC26,318$412K0.0%N/A0.043%
11/6/2024 LJI Wealth Management LLC43,408$680K0.1%+18.9%0.071%
11/1/2024 Field & Main Bank97,846$1.53M0.5%-8.0%0.160%
10/30/2024 HF Advisory Group LLC18,722$293K0.1%+5.6%0.031%
10/30/2024 North Star Investment Management Corp.301,423$4.72M0.3%+0.8%0.493%
10/30/2024 Asset Management One Co. Ltd.78,210$1.23M0.0%+6.4%0.128%
10/29/2024 Farther Finance Advisors LLC4,623$72K0.0%N/A0.008%
10/25/2024 Pinnacle Associates Ltd.10,755$157K0.0%N/A0.018%
10/25/2024 Integrated Advisors Network LLC139,274$2.18M0.1%+11.0%0.228%
10/24/2024 Wealth Enhancement Advisory Services LLC18,075$283K0.0%+4.3%0.030%
10/24/2024 Arkadios Wealth Advisors14,495$227K0.0%+13.5%0.024%
10/23/2024 Walker Asset Management LLC43,090$675K0.4%-2.3%0.070%
10/22/2024 Private Advisor Group LLC536,354$8.40M0.1%-18.4%0.876%
10/22/2024 Financial Insights Inc.10,000$157K0.1%N/A0.016%
10/21/2024 Western Financial Corp CA12,757$200K0.1%+10.3%0.021%
10/18/2024Capital Investment Advisors LLC32,258$505K0.0%-6.2%0.053%
10/15/2024 Magnus Financial Group LLC78,822$1.23M0.1%+1.5%0.129%
10/11/2024 Fiduciary Alliance LLC21,167$331K0.0%N/A0.035%
10/10/2024 Concourse Financial Group Securities Inc.4,037$63K0.0%-32.4%0.007%
10/10/2024 RFG Holdings Inc.904,561$14.17M5.0%-4.4%1.478%
10/7/2024 GAMMA Investing LLC2,080$33K0.0%N/A0.003%
10/3/2024 Sterneck Capital Management LLC92,245$1.45M0.8%+3.0%0.151%
10/1/2024 Appleton Partners Inc. MA19,550$306K0.0%-5.6%0.032%
9/6/2024Cim LLC406,390$6.28M0.9%+2.6%0.664%
9/5/2024Sanctuary Advisors LLC92,416$1.35M0.0%N/A0.151%
8/21/2024Truist Financial Corp45,850$675K0.0%-18.8%0.075%
8/14/2024Bank of Montreal Can31,509$468K0.0%-5.3%0.051%
8/9/2024 Citizens Financial Group Inc. RI23,415$345K0.0%N/A0.038%
8/7/2024 Ashton Thomas Private Wealth LLC3,515$52K0.0%N/A0.006%
8/5/2024 Private Advisor Group LLC657,695$9.69M0.1%-5.4%1.075%
8/3/2024 National Bank of Canada FI7,873$115K0.0%-48.6%0.013%
8/2/2024 Magnus Financial Group LLC77,690$1.14M0.1%+1.6%0.127%
8/2/2024 Avory & Company LLC54,993$810K0.6%+15.7%0.090%
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7/31/2024 Essex Financial Services Inc.15,203$224K0.0%+10.8%0.025%
7/31/2024Commonwealth Equity Services LLC111,953$1.65M0.0%+1.6%0.183%
7/30/2024 International Assets Investment Management LLC2,708$40K0.0%N/A0.004%
7/27/2024 Sterneck Capital Management LLC89,555$1.32M0.7%+13.5%0.146%
7/26/2024 Cambridge Investment Research Advisors Inc.99,769$1.47M0.0%-4.6%0.163%
7/26/2024 Dearborn Partners LLC18,442$272K0.0%-16.5%0.030%
7/25/2024 Field & Main Bank106,377$1.57M0.6%+4.2%0.174%
7/23/2024Essex LLC20,200$298K0.1%N/A0.033%
7/19/2024 Western Financial Corp CA11,570$170K0.1%N/A0.019%
7/16/2024 Wealth Enhancement Advisory Services LLC17,334$255K0.0%+7.8%0.028%
7/15/2024 RFG Holdings Inc.945,977$13.93M5.3%+9.2%1.546%
7/12/2024 Optimum Investment Advisors5,700$84K0.0%-20.7%0.009%
7/12/2024 Walker Asset Management LLC44,090$649K0.4%-11.8%0.072%
7/12/2024 Accel Wealth Management106,120$1.56M0.6%-6.0%0.173%
7/10/2024 CWM LLC1,852$27K0.0%-61.9%0.003%
7/9/2024 Lynx Investment Advisory4,105$60K0.0%N/A0.007%
7/2/2024 Appleton Partners Inc. MA20,700$305K0.0%-11.1%0.034%
5/20/2024Cim LLC396,127$6.04M0.9%+5.1%0.647%
5/17/2024National Wealth Management Group LLC10,467$160K0.1%-10.1%0.017%
5/17/2024Comerica Bank30,627$467K0.0%-4.2%0.050%
5/9/2024 ProVise Management Group LLC29,987$457K0.0%-21.6%0.049%
5/9/2024 Kingsview Wealth Management LLC10,226$156K0.0%-18.8%0.017%
5/8/2024Avantax Advisory Services Inc.22,460$342K0.0%-2.9%0.037%
5/4/2024 Gould Asset Management LLC CA31,520$480K0.1%+2.4%0.051%
5/3/2024Rehmann Capital Advisory Group14,762$225K0.0%+14.1%0.024%
5/2/2024 FinTrust Capital Advisors LLC17,076$260K0.1%-25.9%0.028%
5/1/2024 Mirae Asset Global Investments Co. Ltd.61,867$943K0.0%-10.8%0.101%
4/30/2024 Private Advisor Group LLC695,212$10.60M0.1%-11.3%1.130%
4/30/2024 North Star Investment Management Corp.302,052$4.60M0.3%-4.6%0.491%
4/30/2024AFT Forsyth & Company Inc.25,111$383K0.2%-8.8%0.041%
4/29/2024Commonwealth Equity Services LLC110,202$1.68M0.0%-6.8%0.179%
4/29/2024 Field & Main Bank102,136$1.56M0.6%+18.1%0.166%
4/25/2024 Capital Investment Advisory Services LLC1,660$25K0.0%-45.3%0.003%
4/25/2024 Cambridge Investment Research Advisors Inc.104,600$1.59M0.0%-16.9%0.170%
4/22/2024 HF Advisory Group LLC16,913$258K0.1%-12.1%0.027%
4/22/2024 PFG Investments LLC10,475$160K0.0%N/A0.017%
4/19/2024 Accel Wealth Management112,922$1.72M0.7%-14.9%0.183%
4/15/2024 Wealthcare Advisory Partners LLC27,144$414K0.0%+31.4%0.044%
4/15/2024 RFG Holdings Inc.866,489$13.21M5.6%N/A1.405%
4/1/2024 Appleton Partners Inc. MA23,293$355K0.0%-21.2%0.032%
3/22/2024 PNC Financial Services Group Inc.10,427$152K0.0%-62.4%0.014%
2/26/2024 Integrated Advisors Network LLC101,218$1.48M0.1%+1.0%0.140%
2/23/2024Cim LLC377,049$5.68M1.0%N/A0.523%
2/21/2024Novak & Powell Financial Services Inc.15,827$231K0.2%N/A0.022%
2/13/2024 FinTrust Capital Advisors LLC23,052$336K0.1%-9.0%0.032%
2/12/2024Evoke Wealth LLC439,784$6.41M0.1%-8.8%0.610%
2/9/2024Advisory Services Network LLC30,257$441K0.0%-10.9%0.042%
2/9/2024 Cambridge Investment Research Advisors Inc.125,799$1.83M0.0%-8.8%0.175%
2/9/2024D.A. Davidson & CO.71,675$1.05M0.0%-1.0%0.099%
2/9/2024Wells Fargo & Company MN746,138$10.88M0.0%-3.8%1.036%
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2/9/2024UBS Group AG412,408$6.01M0.0%+4.4%0.572%
2/8/2024 Fiera Capital Corp17,275$252K0.0%-5.8%0.024%
2/7/2024Avantax Advisory Services Inc.23,139$337K0.0%-7.2%0.032%
2/7/2024 Principal Securities Inc.5,310$77K0.0%N/A0.007%
2/6/2024 Private Advisor Group LLC784,132$11.43M0.1%+14.2%1.088%
2/6/2024 Wealthcare Advisory Partners LLC20,659$301K0.0%-9.2%0.029%
2/5/2024 Field & Main Bank86,462$1.26M0.5%+1.5%0.120%
2/5/2024 Magnus Financial Group LLC75,349$1.10M0.1%+1.9%0.105%
2/2/2024Truist Financial Corp57,300$835K0.0%-88.9%0.080%
2/1/2024National Wealth Management Group LLC11,647$170K0.2%-8.8%0.016%
(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, 160 institutional investors and hedge funds held shares of Invesco Financial Preferred ETF. The most heavily invested institutionals were LPL Financial LLC ($15.67M), RFG Holdings Inc. ($14.17M), Wells Fargo & Company MN ($10.88M), Rockefeller Capital Management L.P. ($10.33M), Custos Family Office LLC ($8.84M), Private Advisor Group LLC ($8.40M), and Evoke Wealth LLC ($6.41M).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: Private Advisor Group LLC ($1.04M), RFG Holdings Inc. ($945.98K), Truist Financial Corp ($422.30K), Cim LLC ($418.14K), Custos Family Office LLC ($190.63K), Jacobs Asset Management LLC ($190K), and Strategic Wealth Investment Group LLC ($159.06K).

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

Institutional investors have bought a total of 5,868,520 shares in the last 24 months. This purchase volume represents approximately $86.02M in transactions.

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

Of the 92 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: Truist Financial Corp ($471.00K), Strategic Wealth Investment Group LLC ($253.59K), Private Advisor Group LLC ($247.78K), Envestnet Asset Management Inc. ($215.81K), UBS Group AG ($208.98K), LPL Financial LLC ($179.01K), and FinTrust Capital Advisors LLC ($178.82K).

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

Institutional investors have sold a total of 3,447,751 shares in the last 24 months. This volume of shares sold represents approximately $50.17M in transactions.


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This page (NYSEARCA:PGF) was last updated on 11/14/2024 by MarketBeat.com Staff
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