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Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$14.30 +0.04 (+0.28%)
Closing price 08/8/2025 04:10 PM Eastern
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$14.20 -0.10 (-0.66%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Financial Preferred ETF (NYSEARCA:PGF)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$42.86M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$30.26M
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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
8/8/2025 Citizens Financial Group Inc. RI17,950$253K0.0%-14.9%0.033%
8/8/2025 Cetera Investment Advisers49,445$698K0.0%-6.8%0.090%
8/8/2025 Symphony Financial Services Inc.11,896$168K0.1%-17.4%0.022%
8/6/2025 Prospera Financial Services Inc101,268$1.43M0.0%-0.9%0.184%
8/6/2025 Nvwm LLC2,431$34K0.0%N/A0.004%
8/5/2025 Lord & Richards Wealth Management LLC83,216$1.17M1.2%+127.5%0.151%
8/5/2025 Bank of Montreal Can22,259$314K0.0%-9.5%0.040%
8/4/2025 Arkadios Wealth Advisors10,356$146K0.0%N/A0.019%
8/1/2025 Motco2,700$39K0.0%N/A0.005%
8/1/2025 Envestnet Asset Management Inc.52,277$738K0.0%-15.8%0.095%
7/31/2025 LJI Wealth Management LLC40,371$570K0.1%-5.5%0.073%
7/31/2025 Avion Wealth9,063$127K0.0%N/A0.016%
7/30/2025 Freedom Investment Management Inc.65,640$926K0.1%-1.8%0.119%
7/30/2025 Rehmann Capital Advisory Group16,838$238K0.0%+31.3%0.031%
7/30/2025 D.A. Davidson & CO.76,101$1.07M0.0%-2.0%0.138%
7/29/2025 Stephens Inc. AR10,971$155K0.0%-10.1%0.020%
7/29/2025 Ballast Inc.20,276$286K0.1%N/A0.037%
7/29/2025 International 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%
7/21/2025 Ameritas Advisory Services LLC5,948$84K0.0%N/A0.011%
7/21/2025 Matauro LLC10,008$141K0.0%N/A0.018%
7/18/2025 Rogco LP3,619$51K0.0%+147.7%0.007%
7/18/2025 Truist Financial Corp23,812$332K0.0%-23.2%0.043%
7/17/2025 Capital Investment Advisors LLC28,894$408K0.0%-4.2%0.052%
7/17/2025 Walker Asset Management LLC40,170$567K0.3%-2.6%0.073%
7/16/2025 Magnus Financial Group LLC82,509$1.16M0.1%+1.6%0.150%
7/16/2025 Leading Edge Financial Planning LLC14,572$206K0.1%-13.2%0.026%
7/15/2025 North Star Investment Management Corp.286,523$4.04M0.3%-1.2%0.520%
7/14/2025 Wealth 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%
7/10/2025 Wealth 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%
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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%
5/14/2025 Joseph P. Lucia & Associates LLC20,060$286K0.1%+6.6%0.036%
5/9/2025 Citizens Financial Group Inc. RI21,103$301K0.0%-8.5%0.038%
5/8/2025 ProVise Management Group LLC25,042$358K0.0%-3.8%0.045%
5/8/2025 Empirical 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%
5/6/2025 Garrison Bradford & Associates Inc.5,000$71K0.1%N/A0.009%
5/5/2025Private Advisor Group LLC446,768$6.38M0.0%-3.0%0.801%
5/2/2025 Lord & Richards Wealth Management LLC36,580$522K0.6%N/A0.066%
5/1/2025Fort Sheridan Advisors LLC14,300$204K0.0%-20.6%0.026%
4/30/2025 Wealth Advisory Solutions LLC124,964$1.78M0.5%N/A0.224%
4/29/2025 Envestnet Asset Management Inc.62,068$886K0.0%+10.6%0.111%
4/28/2025 D.A. Davidson & CO.77,630$1.11M0.0%+6.7%0.139%
4/28/2025 Private Trust Co. NA11,330$162K0.0%+778.3%0.020%
4/24/2025 Avory & Company LLC41,079$587K0.4%-4.6%0.074%
4/23/2025 Field & Main Bank107,162$1.53M0.5%+15.5%0.192%
4/23/2025 International Assets Investment Management LLC70,438$1.01M0.0%+49.8%0.126%
4/22/2025 Cambridge Investment Research Advisors Inc.89,456$1.28M0.0%-14.8%0.160%
4/18/2025 Cushing Capital Partners LLC40,586$580K0.5%N/A0.073%
4/17/2025 Sowell Financial Services LLC49,181$702K0.0%+18.1%0.088%
4/17/2025 Janney Montgomery Scott LLC28,545$408K0.0%+3.1%0.051%
4/17/2025 North Star Investment Management Corp.290,051$4.14M0.3%-2.7%0.520%
4/16/2025 Wealth Enhancement Advisory Services LLC47,921$684K0.0%+16.4%0.086%
4/16/2025 RFG 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%
4/14/2025 Farther Finance Advisors LLC11,489$164K0.0%+145.4%0.020%
4/14/2025 Capital Investment Advisors LLC30,173$431K0.0%-6.5%0.054%
4/11/2025 Magnus Financial Group LLC81,246$1.16M0.1%+1.5%0.145%
4/11/2025 Signal Advisors Wealth LLC102,361$1.46M0.1%N/A0.182%
4/10/2025 HF Advisory Group LLC20,141$288K0.1%+5.2%0.036%
4/10/2025 Accel Wealth Management52,956$756K0.3%-8.8%0.094%
4/10/2025 Triangle Securities Wealth Management10,681$153K0.0%-11.2%0.019%
4/8/2025 Sterneck Capital Management LLC120,733$1.72M0.9%+3.0%0.215%
4/8/2025 Investors Research Corp245,789$3.51M0.8%+18.2%0.438%
4/7/2025 GAMMA Investing LLC31,130$4.45M0.0%+1,328.0%0.055%
3/17/2025 Wealth Enhancement Advisory Services LLC41,157$599K0.0%+127.7%0.073%
3/3/2025Cim LLC250,510$3.65M0.5%-38.5%0.437%
2/25/2025Integrated Advisors Network LLC158,340$2.30M0.1%+13.7%0.276%
2/17/2025Wolverine Trading LLC12,856$187K0.0%N/A0.021%
2/17/2025 Cetera Investment Advisers53,603$780K0.0%+2.0%0.088%
2/17/2025Captrust Financial Advisors55,855$813K0.0%+24.1%0.091%
2/17/2025Ameriprise Financial Inc.85,033$1.24M0.0%-60.4%0.139%
2/14/2025Jane Street Group LLC80,156$1.17M0.0%+147.0%0.131%
2/14/2025 Rehmann Capital Advisory Group16,214$236K0.0%+43.9%0.026%
2/14/2025Comerica Bank32,070$467K0.0%+5.4%0.052%
2/14/2025Two Sigma Securities LLC18,426$268K0.0%N/A0.030%
2/14/2025 MGO One Seven LLC13,353$194K0.0%+5.5%0.022%
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2/14/2025Stifel Financial Corp166,007$2.42M0.0%+9.0%0.271%
2/14/2025 Freedom Investment Management Inc.66,630$969K0.1%-6.5%0.109%
2/13/2025 MSH Capital Advisors LLC10,856$158K0.0%N/A0.018%
2/13/2025NewEdge Advisors LLC30,081$438K0.0%+4.8%0.049%
2/13/2025Guggenheim Capital LLC20,615$300K0.0%-3.6%0.034%
2/13/2025Mariner LLC12,606$183K0.0%-10.6%0.021%
2/13/2025Raymond James Financial Inc.115,154$1.68M0.0%N/A0.188%
2/13/2025 Bank of Montreal Can27,840$405K0.0%-37.9%0.045%
2/13/2025 Envestnet Asset Management Inc.56,144$817K0.0%-20.4%0.092%
2/13/2025Wells Fargo & Company MN786,813$11.45M0.0%+3.2%1.286%
(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, 152 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), Custos Family Office LLC ($8.84M), Private Advisor Group LLC ($6.38M), UBS Group AG ($6.01M), and Strategic Wealth Investment Group LLC ($5.76M).Learn more on Invesco Financial Preferred ETF's institutional investors.

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

Of the 114 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), Orion Portfolio Solutions LLC ($185.07K), Signal Advisors Wealth LLC ($177.92K), and International Assets Investment Management LLC ($158.51K).

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

Institutional investors have bought a total of 2,883,876 shares in the last 24 months. This purchase volume represents approximately $42.86M in transactions.

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

Of the 47 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. ($884.75K), 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 Truist Financial Corp ($32.60K).

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

Institutional investors have sold a total of 2,064,764 shares in the last 24 months. This volume of shares sold represents approximately $30.26M in transactions.


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This page (NYSEARCA:PGF) was last updated on 8/9/2025 by MarketBeat.com Staff
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