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

$23.93 +0.01 (+0.04%)
As of 07/6/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Fundamental Investment Grade Corporate Bond ETF (NYSEARCA:PFIG)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$24.04M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.68M
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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
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%
5/12/2026Insight 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%
4/20/2026Breakwater 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%
2/13/2026Kestra 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%
2/3/2026Eclectic Associates Inc. ADV28,523$693K0.1%N/A0.656%
2/2/2026Truist Financial Corp209,109$5.08M0.0%+27.0%4.807%
1/26/2026Prairiewood Capital LLC65,872$1.60M0.5%-3.6%1.514%
1/21/2026Capital 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%
1/9/2026Breakwater 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%
11/10/2025Insight Advisors LLC PA28,981$702K0.1%-1.9%0.753%
11/6/2025Breakwater Capital Group44,215$1.07M0.2%+14.7%1.148%
11/5/2025Nikulski Financial Inc.27,330$662K0.2%+93.6%0.710%
11/5/2025Capital 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%
11/3/2025Truist Financial Corp164,714$3.99M0.0%+5.0%4.278%
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%
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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%
7/18/2025Truist Financial Corp156,814$3.77M0.0%+23.7%4.296%
7/16/2025Prairiewood Capital LLC68,324$1.64M0.6%-1.3%1.872%
7/9/2025Breakwater 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%
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%
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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%
11/3/2023Private Advisor Group LLC35,449$800K0.0%+29.8%1.866%
10/17/2023CreativeOne Wealth LLC14,041$317K0.0%N/A0.739%
10/12/2023Prairiewood Capital LLC77,853$1.76M1.1%+13.5%4.098%
8/10/2023Private Advisor Group LLC27,312$630K0.0%N/A1.437%
8/10/2023Cetera Investment Advisers20,897$482K0.0%N/A1.100%
8/3/2023Dearborn Partners LLC49,128$1.13M0.0%N/A2.586%
8/3/2023Bank of New York Mellon Corp207,723$4.79M0.0%N/A10.933%


PFIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 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 25 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), Advisory Services Network LLC ($94.89K), and Truist Financial Corp ($82.35K).

Institutional investors have bought a total of 995,752 shares in the last 24 months. This purchase volume represents approximately $24.04M in transactions.

Of the 12 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), Hobbs Group Advisors LLC ($9.25K), NewEdge Advisors LLC ($3.57K), Bank of New York Mellon Corp ($3.56K), and Prairiewood Capital LLC ($3.34K).

Institutional investors have sold a total of 69,459 shares in the last 24 months. This volume of shares sold represents approximately $1.68M in transactions.


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This page (NYSEARCA:PFIG) was last updated on 7/7/2026 by MarketBeat.com Staff.
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