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Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$13.51 -0.02 (-0.15%)
As of 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)
61
Total
Institutional Inflows
(last 12 months)
$21.23M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$12.06M
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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
8/12/2026 Compass Financial Management LLC1,953$27K0.0%N/A0.004%
7/12/2026 Walker Asset Management LLC33,470$459K0.2%-8.1%0.067%
7/10/2026 Investors Research Corp378,941$5.20M0.9%+7.4%0.756%
7/10/2026 Accel Wealth Management24,301$333K0.1%-25.8%0.048%
7/10/2026 Wealthcare Advisory Partners LLC17,775$244K0.0%-8.9%0.035%
7/9/2026 HF Advisory Group LLC25,438$349K0.1%+6.7%0.051%
7/7/2026 City Center Advisors LLC14,393$197K0.2%+13.9%0.029%
5/28/2026 Maripau Wealth Management LLC51,404$707K0.3%-16.3%0.100%
5/19/2026 NewEdge Advisors LLC23,311$321K0.0%-9.6%0.046%
5/19/2026Bank of America Corp DE735,903$10.13M0.0%-6.2%1.439%
5/19/2026Cim LLC28,491$392K0.1%+3.5%0.056%
5/18/2026Royal Bank of Canada130,368$1.79M0.0%+13.2%0.255%
5/13/2026 Cetera Investment Advisers70,688$973K0.0%+9.7%0.138%
5/8/2026 Cassaday & Co Wealth Management LLC7,250$100K0.0%N/A0.014%
5/5/2026 D.A. Davidson & CO.78,203$1.08M0.0%+4.1%0.153%
5/5/2026Sanctuary Advisors LLC137,029$1.89M0.0%+26.3%0.268%
5/2/2026 International Assets Investment Management LLC65,378$905K0.0%+18.6%0.128%
5/1/2026 Fifth Third Bancorp74,221$1.02M0.0%N/A0.145%
4/30/2026 Kestra Advisory Services LLC23,430$322K0.0%+18.7%0.046%
4/29/2026 Integrated Advisors Network LLC12,229$168K0.0%-79.7%0.024%
4/27/2026 Private Advisor Group LLC335,492$4.62M0.0%-2.2%0.656%
4/24/2026 Essex LLC11,800$162K0.0%-14.5%0.023%
4/23/2026 North Star Investment Management Corp.318,191$4.38M0.3%+19.0%0.621%
4/22/2026 Janney Montgomery Scott LLC179,572$2.47M0.0%-4.1%0.351%
4/20/2026 Lord & Richards Wealth Management LLC84,373$1.16M1.0%-7.4%0.165%
4/20/2026 Keudell Morrison Wealth Management15,278$210K0.0%N/A0.030%
4/17/2026 Signal Advisors Wealth LLC215,944$2.97M0.2%-11.5%0.421%
4/17/2026 Sterneck Capital Management LLC143,954$1.98M0.9%+5.8%0.281%
4/16/2026 RFG Holdings Inc.12,147$167K0.0%-62.2%0.024%
3/17/2026Rockefeller Capital Management L.P.7,256$103K0.0%-20.9%0.014%
3/5/2026 Bayban3,900$55K0.0%N/A0.007%
2/24/2026 Avory & Company LLC22,985$325K0.2%-25.9%0.044%
2/18/2026 NewEdge Advisors LLC25,780$365K0.0%-31.7%0.049%
2/18/2026Cim LLC27,522$389K0.1%-3.8%0.053%
2/17/2026 Integrated Advisors Network LLC60,239$852K0.0%-24.6%0.116%
2/17/2026 Cetera Investment Advisers64,439$911K0.0%-10.9%0.124%
2/17/2026Osaic Holdings Inc.91,438$1.29M0.0%+2.6%0.175%
2/17/2026 Private Advisor Group LLC342,877$4.85M0.0%+1.1%0.657%
2/17/2026&PARTNERS65,323$924K0.0%N/A0.125%
2/17/2026Royal Bank of Canada115,160$1.63M0.0%-5.8%0.221%
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2/16/2026Motiv8 Investments LLC7,000$99K0.1%N/A0.013%
2/16/2026 Arax Advisory Partners8,665$123K0.0%N/A0.017%
2/16/2026 Aptus Capital Advisors LLC10,234$145K0.0%+19.2%0.020%
2/13/2026 Kestra Advisory Services LLC19,732$279K0.0%-16.1%0.038%
2/13/2026Rosenblum Silverman Sutton S F Inc. CA155,290$2.20M0.5%+112.0%0.298%
2/13/2026 Stifel Financial Corp106,939$1.51M0.0%-2.7%0.205%
2/13/2026Wells Fargo & Company MN606,487$8.58M0.0%-19.8%1.163%
2/12/2026HRT Financial LP28,704$405K0.0%+68.0%0.055%
2/12/2026 Commonwealth Equity Services LLC83,557$1.18M0.0%-7.3%0.160%
2/12/2026 StoneX Group Inc.17,975$254K0.0%N/A0.034%
2/12/2026Leigh Baldwin & CO. LLC12,500$177K0.1%-60.1%0.024%
2/11/2026 Gilpin Wealth Management LLC12,450$176K0.1%N/A0.024%
2/11/2026 LPL Financial LLC814,355$11.52M0.0%-4.7%1.562%
2/10/2026 Northwestern Mutual Wealth Management Co.14,479$205K0.0%+10.1%0.028%
2/10/2026 Novak & Powell Financial Services Inc.11,795$167K0.1%N/A0.023%
2/9/2026 Prospera Financial Services Inc111,002$1.57M0.0%-5.6%0.213%
2/6/2026 Evoke Wealth LLC334,076$4.72M0.1%+4.9%0.641%
2/6/2026 Wilian Securities LLC16,287$230K0.2%N/A0.031%
2/6/2026 HighTower Advisors LLC53,801$761K0.0%-25.4%0.103%
2/6/2026 Envestnet Portfolio Solutions Inc.41,910$593K0.0%+60.1%0.080%
2/3/2026 International Assets Investment Management LLC55,141$780K0.0%-27.0%0.106%
2/2/2026 Truist Financial Corp25,177$356K0.0%+6.5%0.048%
2/2/2026 Oppenheimer & Co. Inc.26,763$378K0.0%+9.0%0.051%
1/30/2026 North Star Investment Management Corp.267,442$3.78M0.2%-3.3%0.513%
1/29/2026Comerica Bank70,907$1.00M0.0%-9.6%0.136%
1/29/2026 Kestra Private Wealth Services LLC13,585$192K0.0%-12.8%0.026%
1/29/2026UBS Group AG1,321,542$18.69M0.0%-5.7%2.534%
1/29/2026Sanctuary Advisors LLC108,511$1.53M0.0%-4.6%0.208%
1/29/2026 ProVise Management Group LLC23,877$338K0.0%-3.3%0.046%
1/28/2026Field & Main Bank101,425$1.43M0.4%-6.1%0.194%
1/28/2026 Joseph P. Lucia & Associates LLC18,916$267K0.1%-6.7%0.036%
1/26/2026 Private Trust Co. NA12,620$178K0.0%+11.4%0.024%
1/23/2026 Avion Wealth6,324$89K0.0%-30.2%0.012%
1/23/2026 RFG Holdings Inc.32,110$454K0.1%-22.1%0.062%
1/23/2026 HF Advisory Group LLC23,981$339K0.1%+8.1%0.046%
1/22/2026 Sterneck Capital Management LLC136,034$1.92M0.9%+7.1%0.261%
1/21/2026 Flagship Harbor Advisors LLC2,811$40K0.0%N/A0.005%
1/21/2026 Leading Edge Financial Planning LLC23,180$328K0.1%-6.6%0.044%
1/20/2026 Accel Wealth Management33,213$470K0.1%-15.0%0.064%
1/16/2026 Wealth Advisory Solutions LLC124,262$1.76M0.4%-2.6%0.231%
1/16/2026 Walker Asset Management LLC36,420$515K0.3%-5.8%0.068%
1/16/2026 HF Advisory Group LLC23,981$339K0.0%+8.1%0.045%
1/15/2026 Lord & Richards Wealth Management LLC91,115$1.29M1.1%+5.3%0.169%
1/14/2026 Cushing Capital Partners LLC49,461$699K0.5%-1.6%0.092%
1/14/2026 Wealthcare Advisory Partners LLC23,406$331K0.0%-25.3%0.044%
1/13/2026 Capital Investment Advisors LLC26,465$374K0.0%-8.4%0.049%
1/13/2026 Signal Advisors Wealth LLC244,105$3.45M0.3%+14.0%0.454%
1/8/2026 Wealth Enhancement Advisory Services LLC125,850$1.79M0.0%+37.3%0.233%
1/7/2026 Magnus Financial Group LLC85,144$1.20M0.1%+1.6%0.157%
1/6/2026 Investors Research Corp322,794$4.56M0.8%+8.7%0.594%
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1/5/2026 City Center Advisors LLC12,255$173K0.2%+14.5%0.023%
11/18/2025 Advisory Services Network LLC8,277$121K0.0%N/A0.015%
11/17/2025 NewEdge Advisors LLC37,740$552K0.0%+39.9%0.069%
11/17/2025Susquehanna International Group LLP36,966$540K0.0%-52.8%0.068%
11/17/2025 Northwestern Mutual Wealth Management Co.13,145$192K0.0%-14.5%0.024%
11/17/2025 Maripau Wealth Management LLC54,638$799K0.4%-6.0%0.100%
11/17/2025 National Bank of Canada FI4,373$64K0.0%-44.5%0.008%
11/17/2025Citadel Advisors LLC31,251$457K0.0%+48.1%0.057%
11/17/2025Bank of America Corp DE740,240$10.82M0.0%+9.5%1.359%
11/17/2025Ameriprise Financial Inc.60,174$880K0.0%-10.5%0.111%


PGF Institutional Ownership - Frequently Asked Questions

During the previous two years, 143 institutional investors and hedge funds held shares of Invesco Financial Preferred ETF. The most heavily invested institutionals were UBS Group AG ($18.69M), JPMorgan Chase & Co. ($14.19M), LPL Financial LLC ($11.52M), Bank of America Corp DE ($10.13M), Wells Fargo & Company MN ($8.58M), Investors Research Corp ($5.20M), and Evoke Wealth LLC ($4.72M).Learn more on Invesco Financial Preferred ETF's institutional investors.

Of the 110 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), UBS Group AG ($289.56K), Signal Advisors Wealth LLC ($244.11K), Raymond James Financial Inc. ($230.31K), Investors Research Corp ($192.48K), Orion Portfolio Solutions LLC ($185.07K), and Bank of America Corp DE ($129.40K).

Institutional investors have bought a total of 1,484,672 shares in the last 24 months. This purchase volume represents approximately $21.23M in transactions.

Of the 54 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: Wells Fargo & Company MN ($149.36K), UBS Group AG ($79.96K), Integrated Advisors Network LLC ($69.51K), RFG Holdings Inc. ($49.08K), Bank of America Corp DE ($48.92K), Susquehanna International Group LLP ($41.28K), and LPL Financial LLC ($40.40K).

Institutional investors have sold a total of 852,211 shares in the last 24 months. This volume of shares sold represents approximately $12.06M in transactions.


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Institutional ownership data for NYSEARCA:PGF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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