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Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$14.83 +0.09 (+0.61%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Financial Preferred ETF (NYSEARCA:PGF)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$45.03M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$18.28M
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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
1/21/2025Accel 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%
1/15/2025 Premier Path Wealth Partners LLC10,245$149K0.0%-21.0%0.017%
1/15/2025 Arkadios 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%
1/8/2025 International 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%
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%
11/12/2024Investors 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%
11/8/2024 Avior 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%
11/1/2024Field & Main Bank97,846$1.53M0.5%-8.0%0.160%
10/30/2024 HF Advisory Group LLC18,722$293K0.1%+5.6%0.031%
10/30/2024North Star Investment Management Corp.301,423$4.72M0.3%+0.8%0.493%
10/30/2024Asset Management One Co. Ltd.78,210$1.23M0.0%+6.4%0.128%
10/29/2024Farther Finance Advisors LLC4,623$72K0.0%N/A0.008%
10/25/2024Pinnacle Associates Ltd.10,755$157K0.0%N/A0.018%
10/25/2024Integrated 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%
10/22/2024Private Advisor Group LLC536,354$8.40M0.1%-18.4%0.876%
10/22/2024Financial Insights Inc.10,000$157K0.1%N/A0.016%
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10/21/2024Western Financial Corp CA12,757$200K0.1%+10.3%0.021%
10/18/2024 Capital 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%
10/10/2024Concourse Financial Group Securities Inc.4,037$63K0.0%-32.4%0.007%
10/10/2024RFG 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%
10/1/2024Appleton 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%
8/9/2024Citizens Financial Group Inc. RI23,415$345K0.0%N/A0.038%
8/7/2024Ashton Thomas Private Wealth LLC3,515$52K0.0%N/A0.006%
8/5/2024Private Advisor Group LLC657,695$9.69M0.1%-5.4%1.075%
8/3/2024National 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%
8/2/2024Avory & Company LLC54,993$810K0.6%+15.7%0.090%
7/31/2024Essex 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%
7/26/2024Cambridge Investment Research Advisors Inc.99,769$1.47M0.0%-4.6%0.163%
7/26/2024Dearborn Partners LLC18,442$272K0.0%-16.5%0.030%
7/25/2024Field & Main Bank106,377$1.57M0.6%+4.2%0.174%
7/23/2024Essex LLC20,200$298K0.1%N/A0.033%
7/19/2024Western Financial Corp CA11,570$170K0.1%N/A0.019%
7/16/2024 Wealth Enhancement Advisory Services LLC17,334$255K0.0%+7.8%0.028%
7/15/2024RFG Holdings Inc.945,977$13.93M5.3%+9.2%1.546%
7/12/2024Optimum Investment Advisors5,700$84K0.0%-20.7%0.009%
7/12/2024 Walker Asset Management LLC44,090$649K0.4%-11.8%0.072%
7/12/2024Accel Wealth Management106,120$1.56M0.6%-6.0%0.173%
7/10/2024CWM LLC1,852$27K0.0%-61.9%0.003%
7/9/2024Lynx Investment Advisory4,105$60K0.0%N/A0.007%
7/2/2024Appleton 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%
5/9/2024ProVise Management Group LLC29,987$457K0.0%-21.6%0.049%
5/9/2024Kingsview Wealth Management LLC10,226$156K0.0%-18.8%0.017%
5/8/2024Avantax Advisory Services Inc.22,460$342K0.0%-2.9%0.037%
5/4/2024Gould Asset Management LLC CA31,520$480K0.1%+2.4%0.051%
5/3/2024Rehmann Capital Advisory Group14,762$225K0.0%+14.1%0.024%
5/2/2024FinTrust Capital Advisors LLC17,076$260K0.1%-25.9%0.028%
5/1/2024Mirae Asset Global Investments Co. Ltd.61,867$943K0.0%-10.8%0.101%
4/30/2024Private Advisor Group LLC695,212$10.60M0.1%-11.3%1.130%
4/30/2024North 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%
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4/29/2024Field & Main Bank102,136$1.56M0.6%+18.1%0.166%
4/25/2024Capital Investment Advisory Services LLC1,660$25K0.0%-45.3%0.003%
4/25/2024Cambridge 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%
4/22/2024PFG Investments LLC10,475$160K0.0%N/A0.017%
4/19/2024Accel Wealth Management112,922$1.72M0.7%-14.9%0.183%
4/15/2024 Wealthcare Advisory Partners LLC27,144$414K0.0%+31.4%0.044%
4/15/2024RFG Holdings Inc.866,489$13.21M5.6%N/A1.405%
4/1/2024Appleton Partners Inc. MA23,293$355K0.0%-21.2%0.032%
3/22/2024PNC Financial Services Group Inc.10,427$152K0.0%-62.4%0.014%
(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, 156 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), JPMorgan Chase & Co. ($13.68M), Wells Fargo & Company MN ($10.88M), Rockefeller Capital Management L.P. ($10.33M), Custos Family Office LLC ($8.84M), and Private Advisor Group LLC ($8.40M).Learn more on PGF's institutional investors.

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

Of the 107 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: RFG Holdings Inc. ($945.98K), JPMorgan Chase & Co. ($869.48K), Private Advisor Group LLC ($784.13K), Truist Financial Corp ($422.30K), Cim LLC ($418.14K), Custos Family Office LLC ($190.63K), 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 5,895,895 shares in the last 24 months. This purchase volume represents approximately $87.21M in transactions.

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

Of the 94 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 3,446,663 shares in the last 24 months. This volume of shares sold represents approximately $50.29M in transactions.


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This page (NYSEARCA:PGF) was last updated on 1/21/2025 by MarketBeat.com Staff
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