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Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$14.59 +0.02 (+0.14%)
Closing price 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)
82
Total
Institutional Inflows
(last 12 months)
$44.30M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$30.80M
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PGF Institutional Buying and Selling by Quarter

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
10/17/2025Sowell Financial Services LLC59,808$874K0.0%+21.5%0.110%
10/15/2025 RFG Holdings Inc.41,226$603K0.2%-32.7%0.076%
10/15/2025 Cushing Capital Partners LLC50,261$735K0.6%+14.6%0.092%
10/14/2025 Farther Finance Advisors LLC6,675$98K0.0%-42.9%0.012%
10/14/2025 Walker Asset Management LLC38,670$565K0.3%-3.7%0.071%
10/10/2025 Signal Advisors Wealth LLC214,089$3.13M0.3%+20.3%0.392%
10/8/2025 Fiduciary Alliance LLC12,117$177K0.0%-8.7%0.022%
10/8/2025 Accel Wealth Management39,055$571K0.2%-25.8%0.072%
10/6/2025 HF Advisory Group LLC22,185$324K0.1%+5.2%0.041%
10/2/2025 Investors Research Corp297,084$4.34M0.8%+7.9%0.538%
9/4/2025Osaic Holdings Inc.88,414$1.25M0.0%+12.5%0.160%
8/26/2025Thrivent Financial for Lutherans16,522$233K0.0%N/A0.030%
8/19/2025B. Riley Wealth Advisors Inc.22,350$315K0.0%N/A0.040%
8/15/2025MML Investors Services LLC61,724$871K0.0%-18.8%0.112%
8/15/2025Bank of America Corp DE676,150$9.54M0.0%+10.7%1.225%
8/15/2025Ameriprise Financial Inc.67,225$949K0.0%+27.5%0.122%
8/14/2025Raymond James Financial Inc.123,594$1.74M0.0%-20.3%0.224%
8/14/2025Dearborn Partners LLC17,647$249K0.0%-4.0%0.032%
8/14/2025NewEdge Advisors LLC26,979$381K0.0%+26.0%0.049%
8/13/2025Rosenblum Silverman Sutton S F Inc. CA57,850$816K0.2%+13.6%0.105%
8/13/2025Brown Advisory Inc.13,758$194K0.0%-37.1%0.025%
8/13/2025Fort Sheridan Advisors LLC11,800$166K0.0%-17.5%0.021%
8/13/2025Northwestern Mutual Wealth Management Co.15,366$217K0.0%-14.2%0.028%
8/12/2025Maripau Wealth Management LLC58,141$823K0.4%+50.6%0.105%
8/12/2025MAI Capital Management21,962$310K0.0%-4.7%0.040%
8/8/2025Citizens Financial Group Inc. RI17,950$253K0.0%-14.9%0.033%
8/8/2025Cetera Investment Advisers49,445$698K0.0%-6.8%0.090%
8/8/2025Symphony Financial Services Inc.11,896$168K0.1%-17.4%0.022%
8/6/2025Prospera Financial Services Inc101,268$1.43M0.0%-0.9%0.184%
8/6/2025 Nvwm LLC2,431$34K0.0%N/A0.004%
8/5/2025Lord & Richards Wealth Management LLC83,216$1.17M1.2%+127.5%0.151%
8/5/2025Bank of Montreal Can22,259$314K0.0%-9.5%0.040%
8/4/2025Arkadios Wealth Advisors10,356$146K0.0%N/A0.019%
8/1/2025Motco2,700$39K0.0%N/A0.005%
8/1/2025Envestnet Asset Management Inc.52,277$738K0.0%-15.8%0.095%
7/31/2025LJI Wealth Management LLC40,371$570K0.1%-5.5%0.073%
7/31/2025Avion Wealth9,063$127K0.0%N/A0.016%
7/30/2025Freedom Investment Management Inc.65,640$926K0.1%-1.8%0.119%
7/30/2025Rehmann Capital Advisory Group16,838$238K0.0%+31.3%0.031%
7/30/2025D.A. Davidson & CO.76,101$1.07M0.0%-2.0%0.138%
7/29/2025Stephens Inc. AR10,971$155K0.0%-10.1%0.020%
7/29/2025Ballast Inc.20,276$286K0.1%N/A0.037%
7/29/2025International Assets Investment Management LLC77,042$1.09M0.1%+9.4%0.140%
7/28/2025 Cushing Capital Partners LLC43,862$619K0.5%+8.1%0.080%
7/21/2025Ameritas Advisory Services LLC5,948$84K0.0%N/A0.011%
7/21/2025 Matauro LLC10,008$141K0.0%N/A0.018%
7/18/2025Rogco LP3,619$51K0.0%+147.7%0.007%
7/18/2025Truist Financial Corp23,812$332K0.0%-23.2%0.043%
7/17/2025Capital Investment Advisors LLC28,894$408K0.0%-4.2%0.052%
7/17/2025 Walker Asset Management LLC40,170$567K0.3%-2.6%0.073%
7/16/2025Magnus Financial Group LLC82,509$1.16M0.1%+1.6%0.150%
7/16/2025Leading Edge Financial Planning LLC14,572$206K0.1%-13.2%0.026%
7/15/2025North Star Investment Management Corp.286,523$4.04M0.3%-1.2%0.520%
7/14/2025Wealth Advisory Solutions LLC127,078$1.79M0.5%+1.7%0.230%
7/10/2025 HF Advisory Group LLC21,079$297K0.1%+4.7%0.038%
7/10/2025Wealth Enhancement Advisory Services LLC52,779$755K0.0%+10.1%0.096%
7/10/2025 RFG Holdings Inc.61,231$864K0.3%-33.6%0.111%
7/10/2025 Signal Advisors Wealth LLC177,919$2.51M0.2%+73.8%0.323%
7/9/2025 Fiduciary Alliance LLC13,267$187K0.0%-37.3%0.024%
7/7/2025 Investors Research Corp275,264$3.88M0.8%+12.0%0.499%
7/3/2025 City Center Advisors LLC10,052$142K0.2%N/A0.018%
6/5/2025Cim LLC29,181$417K0.1%-88.4%0.052%
5/19/2025Jane Street Group LLC106,613$1.52M0.0%+33.0%0.190%
5/16/2025Jones Financial Companies Lllp4,977$71K0.0%-81.3%0.009%
5/16/2025NewEdge Advisors LLC21,405$306K0.0%-28.8%0.038%
5/15/2025Royal Bank of Canada140,584$2.01M0.0%+1.8%0.250%
5/14/2025Comerica Bank30,245$432K0.0%-5.7%0.054%
5/14/2025Northwestern Mutual Wealth Management Co.17,903$256K0.0%+28.9%0.032%
5/14/2025Joseph P. Lucia & Associates LLC20,060$286K0.1%+6.6%0.036%
5/9/2025Citizens Financial Group Inc. RI21,103$301K0.0%-8.5%0.038%
5/8/2025ProVise Management Group LLC25,042$358K0.0%-3.8%0.045%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,487$150K0.0%N/A0.019%
5/7/2025Abbot Financial Management Inc.13,775$197K0.1%-12.6%0.025%
5/7/2025LPL Financial LLC1,241,815$17.73M0.0%+4.2%2.210%
5/6/2025Garrison Bradford & Associates Inc.5,000$71K0.1%N/A0.009%
5/5/2025Private Advisor Group LLC446,768$6.38M0.0%-3.0%0.801%
5/2/2025Lord & Richards Wealth Management LLC36,580$522K0.6%N/A0.066%
5/1/2025Fort Sheridan Advisors LLC14,300$204K0.0%-20.6%0.026%
4/30/2025Wealth Advisory Solutions LLC124,964$1.78M0.5%N/A0.224%
4/29/2025Envestnet Asset Management Inc.62,068$886K0.0%+10.6%0.111%
4/28/2025D.A. Davidson & CO.77,630$1.11M0.0%+6.7%0.139%
4/28/2025Private Trust Co. NA11,330$162K0.0%+778.3%0.020%
4/24/2025Avory & Company LLC41,079$587K0.4%-4.6%0.074%
4/23/2025Field & Main Bank107,162$1.53M0.5%+15.5%0.192%
4/23/2025International Assets Investment Management LLC70,438$1.01M0.0%+49.8%0.126%
4/22/2025Cambridge Investment Research Advisors Inc.89,456$1.28M0.0%-14.8%0.160%
4/18/2025Cushing Capital Partners LLC40,586$580K0.5%N/A0.073%
4/17/2025Sowell Financial Services LLC49,181$702K0.0%+18.1%0.088%
4/17/2025Janney Montgomery Scott LLC28,545$408K0.0%+3.1%0.051%
4/17/2025North Star Investment Management Corp.290,051$4.14M0.3%-2.7%0.520%
4/16/2025Wealth Enhancement Advisory Services LLC47,921$684K0.0%+16.4%0.086%
4/16/2025RFG Holdings Inc.92,195$1.32M0.4%-10.0%0.165%
4/15/2025Integrated Advisors Network LLC165,573$2.36M0.1%+4.6%0.297%
4/14/2025Farther Finance Advisors LLC11,489$164K0.0%+145.4%0.020%
4/14/2025Capital Investment Advisors LLC30,173$431K0.0%-6.5%0.054%
4/11/2025Magnus Financial Group LLC81,246$1.16M0.1%+1.5%0.145%
4/11/2025Signal Advisors Wealth LLC102,361$1.46M0.1%N/A0.182%
4/10/2025HF Advisory Group LLC20,141$288K0.1%+5.2%0.036%
4/10/2025Accel Wealth Management52,956$756K0.3%-8.8%0.094%
4/10/2025Triangle Securities Wealth Management10,681$153K0.0%-11.2%0.019%
(Data available from 1/1/2016 forward)

PGF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGF shares?

During the previous two years, 151 institutional investors and hedge funds held shares of Invesco Financial Preferred ETF. The most heavily invested institutionals were LPL Financial LLC ($17.73M), JPMorgan Chase & Co. ($14.19M), Wells Fargo & Company MN ($11.45M), Bank of America Corp DE ($9.54M), Custos Family Office LLC ($8.84M), Private Advisor Group LLC ($6.38M), and UBS Group AG ($6.01M).Learn more on Invesco Financial Preferred ETF's institutional investors.

Which institutional investors have been buying Invesco Financial Preferred ETF's stock?

Of the 112 institutional investors that purchased Invesco Financial Preferred ETF's 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), Cim LLC ($406.39K), Raymond James Financial Inc. ($230.31K), Signal Advisors Wealth LLC ($214.09K), Orion Portfolio Solutions LLC ($185.07K), and Investors Research Corp ($161.85K).

How much institutional buying is happening at Invesco Financial Preferred ETF?

Institutional investors have bought a total of 2,990,767 shares in the last 24 months. This purchase volume represents approximately $44.30M in transactions.

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

Of the 53 institutional investors that sold Invesco Financial Preferred ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFG Holdings Inc. ($863.34K), Cim LLC ($378.46K), Private Advisor Group LLC ($210.93K), Ameriprise Financial Inc. ($129.73K), Jane Street Group LLC ($87.77K), LPL Financial LLC ($60.39K), and Raymond James Financial Inc. ($31.57K).

How much institutional selling is happening at Invesco Financial Preferred ETF?

Institutional investors have sold a total of 2,107,821 shares in the last 24 months. This volume of shares sold represents approximately $30.80M in transactions.


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This page (NYSEARCA:PGF) was last updated on 10/20/2025 by MarketBeat.com Staff
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