Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free PFIG Stock Alerts

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

$23.96 +0.01 (+0.04%)
As of 05/29/2026 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
Get PFIG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Fundamental Investment Grade Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PFIG Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC3,220$77K0.0%N/A0.069%
5/19/2026 Arkadios Wealth Advisors279,432$6.72M0.1%+182.1%5.945%
5/13/2026 Cetera Investment Advisers55,356$1.33M0.0%+30.2%1.178%
5/12/2026 Insight Advisors LLC PA29,542$710K0.1%+2.1%0.629%
5/5/2026 Bank 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%
2/18/2026 NewEdge Advisors LLC34,317$833K0.0%-5.0%0.789%
2/17/2026 Cetera Investment Advisers42,522$1.03M0.0%+32.1%0.978%
2/17/2026 Equitable Holdings Inc.61,968$1.51M0.0%+0.7%1.425%
2/17/2026 Advisory Services Network LLC8,871$215K0.0%-11.7%0.204%
2/17/2026 Royal Bank of Canada17,955$436K0.0%+11.9%0.413%
2/13/2026 Kestra Advisory Services LLC2,253$55K0.0%-81.3%0.052%
2/13/2026 Arkadios Wealth Advisors99,069$2.41M0.0%N/A2.277%
2/11/2026 LPL Financial LLC478,311$11.62M0.0%+28.8%10.996%
2/10/2026 Bank of New York Mellon Corp1,133,817$27.54M0.0%-0.3%26.065%
2/6/2026 Copia 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%
1/15/2026 Nikulski Financial Inc.71,805$1.74M0.4%+162.7%1.670%
1/9/2026 Breakwater Capital Group32,532$790K0.1%-26.4%0.803%
11/17/2025 NewEdge Advisors LLC36,133$876K0.0%-3.2%0.939%
11/17/2025 Susquehanna International Group LLP31,735$769K0.0%-37.9%0.824%
11/17/2025 Bank of America Corp DE45,993$1.12M0.0%+8.3%1.195%
11/17/2025 Ameriprise Financial Inc.270,980$6.55M0.0%+8.9%7.038%
11/14/2025 Equitable 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%
11/5/2025 Nikulski 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%
11/4/2025 Jones 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%
9/4/2025 Osaic Holdings Inc.2,282$55K0.0%+314.9%0.063%
8/15/2025 Nikulski Financial Inc.14,115$340K0.1%N/A0.392%
8/15/2025 Bank of America Corp DE42,454$1.02M0.0%+312.7%1.179%
8/15/2025 Ameriprise Financial Inc.248,913$5.99M0.0%+52.0%6.914%
8/14/2025 Jane Street Group LLC61,297$1.48M0.0%N/A1.703%
8/14/2025 NewEdge Advisors LLC37,316$898K0.0%-1.5%1.037%
8/12/2025 JPMorgan Chase & Co.15,583$375K0.0%N/A0.433%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
8/8/2025 Cetera Investment Advisers18,986$457K0.0%+96.6%0.520%
8/5/2025 Bank of New York Mellon Corp1,128,946$27.17M0.0%+1.8%30.930%
7/25/2025 Hobbs 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%
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%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
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.


Related Companies

This page (NYSEARCA:PFIG) was last updated on 5/31/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
Read now. Do not delete. You’ve been warned.
Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” P...
Porter & Company | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Elon’s AI supercomputer just went live. Here’s my #1 stock.
Is Elon about to trigger another 315X opportunity? Elon gave Tesla investors the chance to make more than 3...
InvestorPlace | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
June 12: $100 Turns Into $100,000?
The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla,...
Brownstone Research | Sponsoredtc pixel