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Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$14.36 -0.10 (-0.69%)
As of 03/28/2025 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)
67
Total
Institutional Inflows
(last 12 months)
$47.89M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$28.52M
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PGF Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC41,157$599K0.0%+127.7%0.073%
3/3/2025 Cim LLC250,510$3.65M0.5%-38.5%0.437%
2/25/2025 Integrated Advisors Network LLC158,340$2.30M0.1%+13.7%0.276%
2/17/2025 Wolverine Trading LLC12,856$187K0.0%N/A0.021%
2/17/2025 Cetera Investment Advisers53,603$780K0.0%+2.0%0.088%
2/17/2025 Captrust Financial Advisors55,855$813K0.0%+24.1%0.091%
2/17/2025 Ameriprise Financial Inc.85,033$1.24M0.0%-60.4%0.139%
2/14/2025 Jane Street Group LLC80,156$1.17M0.0%+147.0%0.131%
2/14/2025 Rehmann Capital Advisory Group16,214$236K0.0%+43.9%0.026%
2/14/2025 Comerica Bank32,070$467K0.0%+5.4%0.052%
2/14/2025 Two Sigma Securities LLC18,426$268K0.0%N/A0.030%
2/14/2025 MGO One Seven LLC13,353$194K0.0%+5.5%0.022%
2/14/2025 Stifel Financial Corp166,007$2.42M0.0%+9.0%0.271%
2/14/2025 Freedom Investment Management Inc.66,630$969K0.1%-6.5%0.109%
2/13/2025 MSH Capital Advisors LLC10,856$158K0.0%N/A0.018%
2/13/2025 NewEdge Advisors LLC30,081$438K0.0%+4.8%0.049%
2/13/2025 Guggenheim Capital LLC20,615$300K0.0%-3.6%0.034%
2/13/2025 Mariner LLC12,606$183K0.0%-10.6%0.021%
2/13/2025 Raymond James Financial Inc.115,154$1.68M0.0%N/A0.188%
2/13/2025 Bank of Montreal Can27,840$405K0.0%-37.9%0.045%
2/13/2025 Envestnet Asset Management Inc.56,144$817K0.0%-20.4%0.092%
2/13/2025 Wells Fargo & Company MN786,813$11.45M0.0%+3.2%1.286%
2/13/2025 Rosenblum Silverman Sutton S F Inc. CA37,230$542K0.1%+22.4%0.061%
2/13/2025 Prudential PLC3,900$57K0.0%-78.5%0.006%
2/12/2025 Orion Portfolio Solutions LLC185,065$2.69M0.0%N/A0.302%
2/12/2025 JPMorgan Chase & Co.975,027$14.19M0.0%+11.7%1.593%
2/11/2025 LPL Financial LLC1,191,738$17.34M0.0%-4.8%1.947%
2/11/2025 ProVise Management Group LLC26,042$379K0.0%-10.3%0.043%
2/10/2025 Evoke Wealth LLC304,703$4.43M0.1%+3.7%0.498%
2/10/2025 Commonwealth Equity Services LLC85,104$1.24M0.0%-15.5%0.139%
2/10/2025 Avantax Advisory Services Inc.14,619$213K0.0%-20.8%0.024%
2/7/2025 HighTower Advisors LLC72,435$1.05M0.0%-3.3%0.118%
2/7/2025 Citizens 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%
2/7/2025 Independent Advisor Alliance13,287$193K0.0%N/A0.022%
2/6/2025 Raymond James Financial Inc.115,154$1.68M0.0%N/A0.188%
2/6/2025 Promus Capital LLC2,117$31K0.0%N/A0.003%
2/6/2025 Vision Financial Markets LLC4,000$58K0.1%N/A0.007%
2/6/2025 M&T Bank Corp13,906$202K0.0%N/A0.023%
2/6/2025 Jones Financial Companies Lllp26,599$387K0.0%+107.7%0.043%
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2/5/2025 Fort Sheridan Advisors LLC18,000$262K0.0%-18.2%0.029%
2/5/2025 Oppenheimer & Co. Inc.22,713$330K0.0%+3.3%0.037%
2/3/2025 Private Advisor Group LLC460,620$6.70M0.0%-14.1%0.753%
1/31/2025 D.A. Davidson & CO.72,738$1.06M0.0%+1.7%0.119%
1/31/2025 Truist Financial Corp31,305$455K0.0%-32.1%0.051%
1/31/2025 Sanctuary Advisors LLC85,700$1.27M0.0%+6.8%0.140%
1/30/2025 Allworth Financial LP2,936$43K0.0%+967.6%0.005%
1/30/2025 Principal Securities Inc.5,598$81K0.0%+36.6%0.009%
1/29/2025 MGB Wealth Management LLC27,835$405K0.1%+24.4%0.045%
1/29/2025 McClarren Financial Advisors Inc.2,149$31K0.1%+14,226.7%0.004%
1/29/2025 Essex Financial Services Inc.10,263$149K0.0%N/A0.017%
1/28/2025 Appleton 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%
1/24/2025 Western Financial Corp CA21,787$317K0.2%+70.8%0.036%
1/23/2025 Field & 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%
1/15/2025 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%
12/26/2024 JPMorgan Chase & Co.873,248$13.68M0.0%+23,087.7%1.427%
11/25/2024 Sanctuary Advisors LLC80,255$1.21M0.0%-13.2%0.131%
11/15/2024 MML Investors Services LLC69,144$1.08M0.0%+3.6%0.113%
11/15/2024 Dunhill Financial LLC1,982$31K0.0%-88.5%0.003%
11/15/2024 Jane Street Group LLC32,457$508K0.0%-73.0%0.053%
11/15/2024 Stifel Financial Corp152,297$2.39M0.0%-1.1%0.249%
11/15/2024 HighTower Advisors LLC74,910$1.17M0.0%+5.9%0.122%
11/14/2024 Flow Traders U.S. LLC18,371$288K0.0%+70.3%0.030%
11/14/2024 Captrust Financial Advisors45,022$705K0.0%+1.7%0.074%
11/13/2024 Freedom 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%
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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%
10/18/2024 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%
10/10/2024 Concourse Financial Group Securities Inc.4,037$63K0.0%-32.4%0.007%
(Data available from 1/1/2016 forward)

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PGF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGF shares?

During the previous two years, 150 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 111 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 6,180,026 shares in the last 24 months. This purchase volume represents approximately $91.43M in transactions.

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

Of the 89 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. ($843.59K), 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 3,753,636 shares in the last 24 months. This volume of shares sold represents approximately $54.91M in transactions.


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This page (NYSEARCA:PGF) was last updated on 3/29/2025 by MarketBeat.com Staff
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