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Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$14.08 +0.09 (+0.64%)
As of 05/2/2025 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)
72
Total
Institutional Inflows
(last 12 months)
$40.82M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$26.49M
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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
5/2/2025Lord & Richards Wealth Management LLC36,580$522K0.6%N/A0.066%
5/1/2025 Fort 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%
4/15/2025 Integrated 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%
2/25/2025 Integrated Advisors Network LLC158,340$2.30M0.1%+13.7%0.276%
2/17/2025Wolverine Trading LLC12,856$187K0.0%N/A0.021%
2/17/2025Cetera 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%
2/14/2025MGO One Seven LLC13,353$194K0.0%+5.5%0.022%
2/14/2025Stifel Financial Corp166,007$2.42M0.0%+9.0%0.271%
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2/14/2025Freedom Investment Management Inc.66,630$969K0.1%-6.5%0.109%
2/13/2025MSH 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%
2/13/2025Bank 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%
2/13/2025Rosenblum Silverman Sutton S F Inc. CA37,230$542K0.1%+22.4%0.061%
2/13/2025Prudential PLC3,900$57K0.0%-78.5%0.006%
2/12/2025Orion Portfolio Solutions LLC185,065$2.69M0.0%N/A0.302%
2/12/2025JPMorgan Chase & Co.975,027$14.19M0.0%+11.7%1.593%
2/11/2025LPL Financial LLC1,191,738$17.34M0.0%-4.8%1.947%
2/11/2025ProVise Management Group LLC26,042$379K0.0%-10.3%0.043%
2/10/2025Evoke Wealth LLC304,703$4.43M0.1%+3.7%0.498%
2/10/2025Commonwealth Equity Services LLC85,104$1.24M0.0%-15.5%0.139%
2/10/2025Avantax Advisory Services Inc.14,619$213K0.0%-20.8%0.024%
2/7/2025HighTower Advisors LLC72,435$1.05M0.0%-3.3%0.118%
2/7/2025Citizens Financial Group Inc. RI23,056$335K0.0%-5.5%0.038%
2/7/2025 Investors Research Corp207,910$3.03M0.7%+15.3%0.340%
2/7/2025Independent Advisor Alliance13,287$193K0.0%N/A0.022%
2/6/2025Raymond James Financial Inc.115,154$1.68M0.0%N/A0.188%
2/6/2025Promus Capital LLC2,117$31K0.0%N/A0.003%
2/6/2025Vision Financial Markets LLC4,000$58K0.1%N/A0.007%
2/6/2025 M&T Bank Corp13,906$202K0.0%N/A0.023%
2/6/2025Jones Financial Companies Lllp26,599$387K0.0%+107.7%0.043%
2/5/2025 Fort Sheridan Advisors LLC18,000$262K0.0%-18.2%0.029%
2/5/2025 Oppenheimer & Co. Inc.22,713$330K0.0%+3.3%0.037%
2/3/2025Private Advisor Group LLC460,620$6.70M0.0%-14.1%0.753%
1/31/2025 D.A. Davidson & CO.72,738$1.06M0.0%+1.7%0.119%
1/31/2025 Truist Financial Corp31,305$455K0.0%-32.1%0.051%
1/31/2025Sanctuary Advisors LLC85,700$1.27M0.0%+6.8%0.140%
1/30/2025 Allworth Financial LP2,936$43K0.0%+967.6%0.005%
1/30/2025 Principal Securities Inc.5,598$81K0.0%+36.6%0.009%
1/29/2025MGB Wealth Management LLC27,835$405K0.1%+24.4%0.045%
1/29/2025McClarren Financial Advisors Inc.2,149$31K0.1%+14,226.7%0.004%
1/29/2025 Essex Financial Services Inc.10,263$149K0.0%N/A0.017%
1/28/2025 Appleton Partners Inc. MA12,876$187K0.0%-34.1%0.021%
1/27/2025 RFG Holdings Inc.102,383$1.49M0.5%-88.7%0.167%
1/24/2025 Western Financial Corp CA21,787$317K0.2%+70.8%0.036%
1/23/2025 Field & Main Bank92,821$1.35M0.5%-5.1%0.152%
1/21/2025 Accel Wealth Management58,087$845K0.3%-10.7%0.095%
1/17/2025 Janney Montgomery Scott LLC27,694$403K0.0%+120.5%0.045%
1/17/2025 Magnus Financial Group LLC80,035$1.17M0.1%+1.5%0.131%
1/15/2025 Triangle Securities Wealth Management12,031$175K0.0%-10.6%0.020%
1/15/2025 Premier Path Wealth Partners LLC10,245$149K0.0%-21.0%0.017%
1/15/2025Arkadios Wealth Advisors12,790$186K0.0%-11.8%0.021%
1/15/2025 Walker Asset Management LLC41,260$600K0.4%-4.2%0.067%
1/13/2025 City Center Advisors LLC10,081$147K0.2%N/A0.016%
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1/8/2025 International Assets Investment Management LLC47,035$697K0.0%N/A0.077%
1/8/2025 Sterneck Capital Management LLC117,173$1.71M0.9%+27.0%0.191%
12/26/2024JPMorgan Chase & Co.873,248$13.68M0.0%+23,087.7%1.427%
11/25/2024Sanctuary Advisors LLC80,255$1.21M0.0%-13.2%0.131%
11/15/2024MML Investors Services LLC69,144$1.08M0.0%+3.6%0.113%
11/15/2024 Dunhill Financial LLC1,982$31K0.0%-88.5%0.003%
11/15/2024Jane Street Group LLC32,457$508K0.0%-73.0%0.053%
11/15/2024Stifel Financial Corp152,297$2.39M0.0%-1.1%0.249%
11/15/2024HighTower Advisors LLC74,910$1.17M0.0%+5.9%0.122%
11/14/2024Flow Traders U.S. LLC18,371$288K0.0%+70.3%0.030%
(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 ($17.34M), JPMorgan Chase & Co. ($14.19M), Wells Fargo & Company MN ($11.45M), Custos Family Office LLC ($8.84M), Private Advisor Group LLC ($6.70M), UBS Group AG ($6.01M), and Strategic Wealth Investment Group LLC ($5.76M).Learn more on PGF's institutional investors.

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

Of the 114 institutional investors that purchased Invesco Financial Preferred ETF 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), Private Advisor Group LLC ($784.13K), Truist Financial Corp ($422.30K), Cim LLC ($406.39K), Raymond James Financial Inc. ($230.31K), and Custos Family Office LLC ($190.63K).

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

Institutional investors have bought a total of 6,535,790 shares in the last 24 months. This purchase volume represents approximately $96.48M in transactions.

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

Of the 86 institutional investors that sold Invesco Financial Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFG Holdings Inc. ($853.78K), Truist Financial Corp ($485.80K), Private Advisor Group LLC ($323.51K), Cambridge Investment Research Advisors Inc. ($159.29K), Cim LLC ($157.13K), Envestnet Asset Management Inc. ($141.23K), and LPL Financial LLC ($131.21K).

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

Institutional investors have sold a total of 3,455,567 shares in the last 24 months. This volume of shares sold represents approximately $50.57M in transactions.


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This page (NYSEARCA:PGF) was last updated on 5/3/2025 by MarketBeat.com Staff
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