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

$23.33 +0.01 (+0.04%)
As of 10:27 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Fundamental Investment Grade Corporate Bond ETF (NYSEARCA:PFIG)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$20.53M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.43M
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PFIG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2026 Insight Advisors LLC PA36,474$841K0.1%+8.0%0.663%
10/9/2026 Breakwater Capital Group50,586$1.17M0.1%+22.0%0.920%
10/9/2026 Eclectic Associates Inc. ADV70,691$1.63M0.2%N/A1.285%
9/23/2026Envestnet Asset Management Inc.11,993$287K0.0%+4.8%0.226%
9/2/2026Citadel Advisors LLC48,316$1.16M0.0%N/A0.976%
7/9/2026 Breakwater Capital Group41,472$992K0.1%+18.3%0.855%
7/8/2026 Eclectic Associates Inc. ADV70,334$1.68M0.2%+9.3%1.450%
5/19/2026Western Wealth Management LLC3,220$77K0.0%N/A0.069%
5/19/2026Arkadios Wealth Advisors279,432$6.72M0.1%+182.1%5.945%
5/13/2026Cetera Investment Advisers55,356$1.33M0.0%+30.2%1.178%
5/12/2026 Insight Advisors LLC PA29,542$710K0.1%+2.1%0.629%
5/5/2026Bank of New York Mellon Corp1,264,118$30.38M0.0%+11.5%26.896%
4/20/2026 Breakwater Capital Group35,051$842K0.1%+7.7%0.746%
2/18/2026NewEdge Advisors LLC34,317$833K0.0%-5.0%0.789%
2/17/2026Cetera Investment Advisers42,522$1.03M0.0%+32.1%0.978%
2/17/2026Equitable Holdings Inc.61,968$1.51M0.0%+0.7%1.425%
2/17/2026Advisory Services Network LLC8,871$215K0.0%-11.7%0.204%
2/17/2026Royal Bank of Canada17,955$436K0.0%+11.9%0.413%
2/13/2026 Kestra Advisory Services LLC2,253$55K0.0%-81.3%0.052%
2/13/2026Arkadios Wealth Advisors99,069$2.41M0.0%N/A2.277%
2/11/2026LPL Financial LLC478,311$11.62M0.0%+28.8%10.996%
2/10/2026Bank of New York Mellon Corp1,133,817$27.54M0.0%-0.3%26.065%
2/6/2026Copia Wealth Management15,108$367K0.3%-11.7%0.347%
2/3/2026 Eclectic Associates Inc. ADV28,523$693K0.1%N/A0.656%
2/2/2026 Truist Financial Corp209,109$5.08M0.0%+27.0%4.807%
1/26/2026 Prairiewood Capital LLC65,872$1.60M0.5%-3.6%1.514%
1/21/2026 Capital Investment Advisory Services LLC8,819$214K0.0%-8.2%0.203%
1/15/2026Nikulski Financial Inc.71,805$1.74M0.4%+162.7%1.670%
1/9/2026 Breakwater Capital Group32,532$790K0.1%-26.4%0.803%
11/17/2025NewEdge Advisors LLC36,133$876K0.0%-3.2%0.939%
11/17/2025Susquehanna International Group LLP31,735$769K0.0%-37.9%0.824%
11/17/2025Bank of America Corp DE45,993$1.12M0.0%+8.3%1.195%
11/17/2025Ameriprise Financial Inc.270,980$6.55M0.0%+8.9%7.038%
11/14/2025Equitable Holdings Inc.61,525$1.49M0.0%-3.7%1.598%
11/10/2025 Insight Advisors LLC PA28,981$702K0.1%-1.9%0.753%
11/6/2025 Breakwater Capital Group44,215$1.07M0.2%+14.7%1.148%
11/5/2025Nikulski Financial Inc.27,330$662K0.2%+93.6%0.710%
11/5/2025 Capital Investment Advisory Services LLC9,605$233K0.0%-17.4%0.249%
11/4/2025Jones Financial Companies Lllp55,691$1.35M0.0%+7.9%1.447%
11/3/2025 Truist Financial Corp164,714$3.99M0.0%+5.0%4.278%
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9/4/2025Osaic Holdings Inc.2,282$55K0.0%+314.9%0.063%
8/15/2025Nikulski Financial Inc.14,115$340K0.1%N/A0.392%
8/15/2025Bank of America Corp DE42,454$1.02M0.0%+312.7%1.179%
8/15/2025Ameriprise Financial Inc.248,913$5.99M0.0%+52.0%6.914%
8/14/2025Jane Street Group LLC61,297$1.48M0.0%N/A1.703%
8/14/2025NewEdge Advisors LLC37,316$898K0.0%-1.5%1.037%
8/12/2025JPMorgan Chase & Co.15,583$375K0.0%N/A0.433%
8/8/2025Cetera Investment Advisers18,986$457K0.0%+96.6%0.520%
8/5/2025Bank of New York Mellon Corp1,128,946$27.17M0.0%+1.8%30.930%
7/25/2025Hobbs Group Advisors LLC11,685$281K0.1%-44.2%0.320%
7/18/2025 Truist Financial Corp156,814$3.77M0.0%+23.7%4.296%
7/16/2025 Prairiewood Capital LLC68,324$1.64M0.6%-1.3%1.872%
7/9/2025 Breakwater Capital Group38,555$928K0.2%+10.2%1.056%
5/16/2025NewEdge Advisors LLC37,887$902K0.0%-4.3%1.067%
5/15/2025Royal Bank of Canada16,147$384K0.0%+6.9%0.455%
5/14/2025CreativeOne Wealth LLC152,569$3.63M0.1%-17.9%4.298%
5/14/2025Hobbs Group Advisors LLC20,930$498K0.2%+5.3%0.590%
5/7/2025LPL Financial LLC319,208$7.60M0.0%+13.5%8.992%
4/29/2025Bank of New York Mellon Corp1,108,595$26.40M0.0%N/A31.674%
4/29/2025Capital Investment Advisory Services LLC11,613$277K0.0%-10.4%0.332%
4/17/2025Copia Wealth Management17,221$410K0.4%-18.3%0.492%
4/11/2025Insight Advisors LLC PA29,569$704K0.1%+24.4%0.845%
4/10/2025Breakwater Capital Group34,975$833K0.1%+13.3%0.999%
3/6/2025Copia Wealth Management21,089$495K0.5%N/A0.620%
2/17/2025Cetera Investment Advisers10,019$235K0.0%-29.0%0.436%
2/17/2025Citadel Advisors LLC35,427$832K0.0%+82.8%1.540%
2/17/2025Bank of America Corp DE3,296$77K0.0%-30.8%0.143%
2/17/2025Ameriprise Financial Inc.171,402$4.02M0.0%+24.9%7.452%
2/14/2025Jane Street Group LLC61,796$1.45M0.0%N/A2.687%
2/14/2025TD Waterhouse Canada Inc.1,460$34K0.0%+46.0%0.063%
2/13/2025CreativeOne Wealth LLC185,820$4.36M0.1%+4.8%8.079%
2/13/2025Advisory Services Network LLC94,885$2.23M0.0%N/A4.125%
2/12/2025Hobbs Group Advisors LLC19,870$467K0.2%N/A0.864%
2/12/2025JPMorgan Chase & Co.7,947$187K0.0%N/A0.346%
2/11/2025LPL Financial LLC281,133$6.60M0.0%-38.8%12.223%
2/6/2025Jones Financial Companies Lllp25,806$606K0.0%+67.7%1.122%
1/31/2025Truist Financial Corp126,762$2.98M0.0%-1.7%5.511%
1/30/2025Allworth Financial LP2,379$56K0.0%N/A0.103%
1/27/2025Insight Advisors LLC PA23,764$559K0.1%+6.2%1.033%
1/23/2025Capital Investment Advisory Services LLC12,954$304K0.0%-26.6%0.563%
1/16/2025Prairiewood Capital LLC69,402$1.63M0.7%-2.0%3.017%
1/14/2025Breakwater 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%
7/26/2024Breakwater Capital Group23,047$538K0.1%+4.2%1.002%
7/18/2024Prairiewood 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%
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4/30/2024Private Advisor Group LLC64,841$1.52M0.0%+17.6%2.819%
4/26/2024Prairiewood Capital LLC73,504$1.72M0.8%-2.1%3.267%
4/18/2024Breakwater 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%
1/16/2024Prairiewood 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%
11/6/2023Breakwater Capital Group24,549$552K0.2%N/A1.292%


PFIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 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 ($30.38M), LPL Financial LLC ($11.62M), Arkadios Wealth Advisors ($6.72M), Ameriprise Financial Inc. ($6.55M), Truist Financial Corp ($5.08M), CreativeOne Wealth LLC ($3.63M), and Nikulski Financial Inc. ($1.74M).Learn more on Invesco Fundamental Investment Grade Corporate Bond ETF's institutional investors.

Of the 26 institutional investors that purchased Invesco Fundamental Investment Grade Corporate Bond ETF's 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 ($1.26M), Arkadios Wealth Advisors ($279.43K), LPL Financial LLC ($144.99K), Ameriprise Financial Inc. ($141.39K), Jane Street Group LLC ($123.09K), Eclectic Associates Inc. ADV ($105.18K), and Advisory Services Network LLC ($94.89K).

Institutional investors have bought a total of 854,150 shares in the last 24 months. This purchase volume represents approximately $20.53M in transactions.

Of the 11 institutional investors that sold Invesco Fundamental Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Susquehanna International Group LLP ($19.33K), Breakwater Capital Group ($11.68K), Kestra Advisory Services LLC ($9.81K), Bank of New York Mellon Corp ($3.56K), NewEdge Advisors LLC ($3.00K), Capital Investment Advisory Services LLC ($2.81K), and Prairiewood Capital LLC ($2.43K).

Institutional investors have sold a total of 58,734 shares in the last 24 months. This volume of shares sold represents approximately $1.43M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PFIG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/22/2026. New 13F filings are added each quarter as they're published.
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