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

$23.96 -0.05 (-0.21%)
As of 07/11/2025 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)
16
Total
Institutional Inflows
(last 12 months)
$35.83M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$7.15M
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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
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%
4/10/2025 Breakwater 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%
1/14/2025 Breakwater 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%
7/26/2024 Breakwater 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%
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4/18/2024 Breakwater 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%
11/6/2023 Breakwater 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%
8/2/2023Bank of Montreal Can31,500$742K0.0%N/A1.658%
7/31/2023LPL Financial LLC147,600$3.41M0.0%+28.0%7.768%
7/24/2023Prairiewood Capital LLC68,572$1.58M1.1%+5.4%4.034%
7/11/2023Brookstone Capital Management27,098$620K0.0%-3.8%1.594%
5/10/2023LPL Financial LLC115,303$2.70M0.0%-42.0%8.236%
5/3/2023Insight Advisors LLC PA16,146$379K0.1%+7.2%1.153%
4/28/2023Avantax Advisory Services Inc.12,367$290K0.0%-88.4%0.883%
4/19/2023Prairiewood Capital LLC65,070$1.53M1.0%+20.6%4.648%
4/19/2023Brookstone Capital Management28,182$660K0.0%-7.9%2.013%
2/21/2023Insight Advisors LLC PA15,068$347K0.1%-8.0%1.039%
2/7/2023LPL Financial LLC198,672$4.57M0.0%+89.0%13.702%
1/20/2023Prairiewood Capital LLC53,947$1.24M0.9%+9.3%3.173%
1/9/2023Brookstone Capital Management30,601$714K0.0%-7.8%1.855%
12/12/2022Insight Advisors LLC PA16,383$369K0.1%-8.7%1.311%
11/2/2022Avantax Advisory Services Inc.108,179$2.44M0.0%+16.3%8.654%
10/14/2022Brookstone Capital Management33,189$745K0.0%-8.7%2.655%
10/13/2022Prairiewood Capital LLC49,363$1.11M0.9%+6.7%3.949%
8/12/2022Strategic Blueprint LLC10,496$246K0.0%N/A0.840%
8/11/2022Insight Advisors LLC PA17,939$432K0.1%-23.1%1.435%
8/2/2022Avantax Advisory Services Inc.93,027$2.18M0.0%+4.3%7.442%
7/29/2022Total Clarity Wealth Management Inc.1,500$35K0.0%N/A0.120%
7/13/2022Prairiewood Capital LLC46,276$1.09M0.9%+1.3%3.191%
7/11/2022Brookstone Capital Management36,347$855K0.0%-23.7%2.507%
6/2/2022Insight Advisors LLC PA23,329$576K0.2%-16.0%1.505%
5/13/2022Insight Advisors LLC PA23,329$576K0.2%-16.0%1.505%
5/3/2022Capital Investment Advisory Services LLC17,809$440K0.0%-2.7%1.149%
4/28/2022Evensky & Katz LLC6,897$170K0.0%-9.9%0.445%
4/27/2022Avantax Advisory Services Inc.89,178$2.21M0.0%+12.3%5.753%
4/20/2022Prairiewood Capital LLC45,688$1.13M0.8%+14.9%2.948%
4/12/2022Brookstone Capital Management47,621$1.15M0.0%-47.0%3.072%
2/7/2022Benjamin Edwards Inc.14,351$376K0.1%+2.9%0.897%
2/3/2022Total Clarity Wealth Management Inc.1,500$39K0.0%N/A0.094%
2/1/2022Capital Investment Advisory Services LLC18,298$479K0.1%-5.2%1.144%
1/31/2022CWM LLC1,681$44K0.0%N/A0.105%
1/24/2022Avantax Advisory Services Inc.79,436$2.08M0.0%+6.7%4.965%
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1/20/2022Prairiewood Capital LLC39,754$1.04M0.8%-6.1%2.485%
1/20/2022 Parallel Advisors LLC2,000$52K0.0%-50.0%0.125%
1/19/2022Newbridge Financial Services Group Inc.3,462$91K0.0%N/A0.216%
1/11/2022Brookstone Capital Management89,853$2.33M0.0%-12.3%5.446%
11/16/2021LPL Financial LLC109,072$2.92M0.0%+3.2%6.060%
11/15/2021Invesco Ltd.148,622$3.98M0.0%+41.8%8.257%
11/5/2021Advisor Group Holdings Inc.1,460$38K0.0%-31.0%0.081%
11/3/2021Brookstone Capital Management102,415$2.74M0.0%-4.6%5.690%
11/2/2021Benjamin Edwards Inc.13,943$373K0.2%-53.1%0.775%
10/27/2021Dearborn Partners LLC23,096$618K0.0%-47.9%1.283%
(Data available from 1/1/2016 forward)

PFIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFIG shares?

During the previous two years, 27 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 ($26.40M), LPL Financial LLC ($7.60M), Ameriprise Financial Inc. ($4.02M), CreativeOne Wealth LLC ($3.63M), Truist Financial Corp ($2.98M), Advisory Services Network LLC ($2.23M), and Prairiewood Capital LLC ($1.63M).Learn more on Invesco Fundamental Investment Grade Corporate Bond ETF's institutional investors.

Which institutional investors have been buying Invesco Fundamental Investment Grade Corporate Bond ETF's stock?

Of the 22 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 ($1.32M), CreativeOne Wealth LLC ($163.87K), LPL Financial LLC ($122.78K), Advisory Services Network LLC ($94.89K), Private Advisor Group LLC ($64.84K), Jane Street Group LLC ($61.80K), and Dearborn Partners LLC ($49.13K).

How much institutional buying is happening at Invesco Fundamental Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 1,507,825 shares in the last 24 months. This purchase volume represents approximately $35.83M in transactions.

Which of Invesco Fundamental Investment Grade Corporate Bond ETF's major shareholders have been selling company stock?

Of the 9 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: LPL Financial LLC ($177.89K), NewEdge Advisors LLC ($69.25K), CreativeOne Wealth LLC ($33.25K), Capital Investment Advisory Services LLC ($6.04K), Truist Financial Corp ($4.64K), Cetera Investment Advisers ($4.10K), and Prairiewood Capital LLC ($3.90K).

How much institutional selling is happening at Invesco Fundamental Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 304,399 shares in the last 24 months. This volume of shares sold represents approximately $7.15M in transactions.


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This page (NYSEARCA:PFIG) was last updated on 7/14/2025 by MarketBeat.com Staff
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