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Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$14.36 +0.08 (+0.53%)
As of 10:05 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Financial Preferred ETF (NYSEARCA:PGF)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$42.41M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$30.13M
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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
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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
4/10/2025Triangle Securities Wealth Management10,681$153K0.0%-11.2%0.019%
4/8/2025Sterneck 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%
4/7/2025GAMMA Investing LLC31,130$4.45M0.0%+1,328.0%0.055%
3/17/2025Wealth 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%
2/17/2025Cetera 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%
2/14/2025Rehmann 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%
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%
2/13/2025Envestnet 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%
2/6/2025M&T Bank Corp13,906$202K0.0%N/A0.023%
2/6/2025Jones Financial Companies Lllp26,599$387K0.0%+107.7%0.043%
2/5/2025Fort Sheridan Advisors LLC18,000$262K0.0%-18.2%0.029%
2/5/2025Oppenheimer & Co. Inc.22,713$330K0.0%+3.3%0.037%
2/3/2025Private Advisor Group LLC460,620$6.70M0.0%-14.1%0.753%
1/31/2025D.A. Davidson & CO.72,738$1.06M0.0%+1.7%0.119%
1/31/2025Truist Financial Corp31,305$455K0.0%-32.1%0.051%
1/31/2025Sanctuary Advisors LLC85,700$1.27M0.0%+6.8%0.140%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
1/30/2025Allworth Financial LP2,936$43K0.0%+967.6%0.005%
1/30/2025Principal 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%
1/29/2025Essex Financial Services Inc.10,263$149K0.0%N/A0.017%
1/28/2025Appleton Partners Inc. MA12,876$187K0.0%-34.1%0.021%
1/27/2025RFG Holdings Inc.102,383$1.49M0.5%-88.7%0.167%
1/24/2025Western Financial Corp CA21,787$317K0.2%+70.8%0.036%
1/23/2025Field & Main Bank92,821$1.35M0.5%-5.1%0.152%
1/21/2025Accel Wealth Management58,087$845K0.3%-10.7%0.095%
(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 115 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), Truist Financial Corp ($391.54K), Raymond James Financial Inc. ($230.31K), Orion Portfolio Solutions LLC ($185.07K), and International Assets Investment Management LLC ($151.90K).

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

Institutional investors have bought a total of 2,844,623 shares in the last 24 months. This purchase volume represents approximately $42.41M in transactions.

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

Of the 43 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. ($853.78K), Cim LLC ($378.46K), Private Advisor Group LLC ($248.44K), Ameriprise Financial Inc. ($129.73K), Jane Street Group LLC ($87.77K), LPL Financial LLC ($60.39K), and Truist Financial Corp ($25.41K).

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

Institutional investors have sold a total of 2,052,610 shares in the last 24 months. This volume of shares sold represents approximately $30.13M in transactions.


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This page (NYSEARCA:PGF) was last updated on 7/9/2025 by MarketBeat.com Staff
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