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Invesco Financial Preferred ETF (PGF) Institutional Ownership

Invesco Financial Preferred ETF logo
$12.72 +0.15 (+1.19%)
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)
59
Total
Institutional Inflows
(last 12 months)
$20.68M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$11.74M
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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
10/13/2026Accel Wealth Management22,242$283K0.1%-8.5%0.047%
10/10/2026HF Advisory Group LLC27,218$347K0.1%+7.0%0.057%
10/8/2026Farther Finance Advisors LLC5,293$67K0.0%-26.6%0.011%
10/8/2026City Center Advisors LLC16,552$211K0.2%+15.0%0.035%
10/7/2026Investors Research Corp411,899$5.25M0.9%+8.7%0.867%
9/23/2026Envestnet Asset Management Inc.80,046$1.10M0.0%-4.4%0.165%
9/9/2026Integrated Wealth Concepts LLC6,487$89K0.0%N/A0.013%
9/2/2026Citadel Advisors LLC61,562$844K0.0%N/A0.124%
8/23/2026Ameritas Advisory Services LLC19,051$261K0.0%N/A0.038%
8/22/2026Compass Financial Management LLC1,953$27K0.0%N/A0.004%
8/22/2026Lord & Richards Wealth Management LLC90,368$1.24M1.0%+7.1%0.182%
8/21/2026Investors Research Corp378,941$5.20M0.9%+7.4%0.764%
8/12/2026Compass Financial Management LLC1,953$27K0.0%N/A0.004%
7/12/2026Walker Asset Management LLC33,470$459K0.2%-8.1%0.067%
7/10/2026Investors Research Corp378,941$5.20M0.9%+7.4%0.756%
7/10/2026Accel Wealth Management24,301$333K0.1%-25.8%0.048%
7/10/2026Wealthcare Advisory Partners LLC17,775$244K0.0%-8.9%0.035%
7/9/2026HF Advisory Group LLC25,438$349K0.1%+6.7%0.051%
7/7/2026City Center Advisors LLC14,393$197K0.2%+13.9%0.029%
5/28/2026Maripau Wealth Management LLC51,404$707K0.3%-16.3%0.100%
5/19/2026NewEdge 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%
5/13/2026Cetera Investment Advisers70,688$973K0.0%+9.7%0.138%
5/8/2026Cassaday & Co Wealth Management LLC7,250$100K0.0%N/A0.014%
5/5/2026D.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%
5/2/2026International Assets Investment Management LLC65,378$905K0.0%+18.6%0.128%
5/1/2026Fifth Third Bancorp74,221$1.02M0.0%N/A0.145%
4/30/2026Kestra Advisory Services LLC23,430$322K0.0%+18.7%0.046%
4/29/2026Integrated Advisors Network LLC12,229$168K0.0%-79.7%0.024%
4/27/2026Private Advisor Group LLC335,492$4.62M0.0%-2.2%0.656%
4/24/2026Essex LLC11,800$162K0.0%-14.5%0.023%
4/23/2026North Star Investment Management Corp.318,191$4.38M0.3%+19.0%0.621%
4/22/2026Janney Montgomery Scott LLC179,572$2.47M0.0%-4.1%0.351%
4/20/2026Lord & Richards Wealth Management LLC84,373$1.16M1.0%-7.4%0.165%
4/20/2026Keudell Morrison Wealth Management15,278$210K0.0%N/A0.030%
4/17/2026Signal Advisors Wealth LLC215,944$2.97M0.2%-11.5%0.421%
4/17/2026Sterneck Capital Management LLC143,954$1.98M0.9%+5.8%0.281%
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4/16/2026RFG 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%
3/5/2026Bayban3,900$55K0.0%N/A0.007%
2/24/2026Avory & Company LLC22,985$325K0.2%-25.9%0.044%
2/18/2026NewEdge Advisors LLC25,780$365K0.0%-31.7%0.049%
2/18/2026Cim LLC27,522$389K0.1%-3.8%0.053%
2/17/2026Integrated Advisors Network LLC60,239$852K0.0%-24.6%0.116%
2/17/2026Cetera Investment Advisers64,439$911K0.0%-10.9%0.124%
2/17/2026Osaic Holdings Inc.91,438$1.29M0.0%+2.6%0.175%
2/17/2026Private 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%
2/16/2026Motiv8 Investments LLC7,000$99K0.1%N/A0.013%
2/16/2026Arax Advisory Partners8,665$123K0.0%N/A0.017%
2/16/2026Aptus Capital Advisors LLC10,234$145K0.0%+19.2%0.020%
2/13/2026Kestra 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%
2/13/2026Stifel 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%
2/12/2026Commonwealth Equity Services LLC83,557$1.18M0.0%-7.3%0.160%
2/12/2026StoneX Group Inc.17,975$254K0.0%N/A0.034%
2/12/2026Leigh Baldwin & CO. LLC12,500$177K0.1%-60.1%0.024%
2/11/2026Gilpin Wealth Management LLC12,450$176K0.1%N/A0.024%
2/11/2026LPL Financial LLC814,355$11.52M0.0%-4.7%1.562%
2/10/2026Northwestern Mutual Wealth Management Co.14,479$205K0.0%+10.1%0.028%
2/10/2026Novak & Powell Financial Services Inc.11,795$167K0.1%N/A0.023%
2/9/2026Prospera Financial Services Inc111,002$1.57M0.0%-5.6%0.213%
2/6/2026Evoke Wealth LLC334,076$4.72M0.1%+4.9%0.641%
2/6/2026Wilian Securities LLC16,287$230K0.2%N/A0.031%
2/6/2026HighTower Advisors LLC53,801$761K0.0%-25.4%0.103%
2/6/2026Envestnet Portfolio Solutions Inc.41,910$593K0.0%+60.1%0.080%
2/3/2026International Assets Investment Management LLC55,141$780K0.0%-27.0%0.106%
2/2/2026Truist Financial Corp25,177$356K0.0%+6.5%0.048%
2/2/2026Oppenheimer & Co. Inc.26,763$378K0.0%+9.0%0.051%
1/30/2026North 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%
1/29/2026Kestra 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%
1/29/2026ProVise Management Group LLC23,877$338K0.0%-3.3%0.046%
1/28/2026Field & Main Bank101,425$1.43M0.4%-6.1%0.194%
1/28/2026Joseph P. Lucia & Associates LLC18,916$267K0.1%-6.7%0.036%
1/26/2026Private Trust Co. NA12,620$178K0.0%+11.4%0.024%
1/23/2026Avion Wealth6,324$89K0.0%-30.2%0.012%
1/23/2026RFG Holdings Inc.32,110$454K0.1%-22.1%0.062%
1/23/2026HF Advisory Group LLC23,981$339K0.1%+8.1%0.046%
1/22/2026Sterneck Capital Management LLC136,034$1.92M0.9%+7.1%0.261%
1/21/2026Flagship Harbor Advisors LLC2,811$40K0.0%N/A0.005%
1/21/2026Leading Edge Financial Planning LLC23,180$328K0.1%-6.6%0.044%
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1/20/2026Accel Wealth Management33,213$470K0.1%-15.0%0.064%
1/16/2026Wealth Advisory Solutions LLC124,262$1.76M0.4%-2.6%0.231%
1/16/2026Walker Asset Management LLC36,420$515K0.3%-5.8%0.068%
1/16/2026HF Advisory Group LLC23,981$339K0.0%+8.1%0.045%
1/15/2026Lord & Richards Wealth Management LLC91,115$1.29M1.1%+5.3%0.169%
1/14/2026Cushing Capital Partners LLC49,461$699K0.5%-1.6%0.092%
1/14/2026Wealthcare Advisory Partners LLC23,406$331K0.0%-25.3%0.044%
1/13/2026Capital Investment Advisors LLC26,465$374K0.0%-8.4%0.049%
1/13/2026Signal Advisors Wealth LLC244,105$3.45M0.3%+14.0%0.454%
1/8/2026Wealth Enhancement Advisory Services LLC125,850$1.79M0.0%+37.3%0.233%


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 ($5.25M), 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), Investors Research Corp ($251.66K), Signal Advisors Wealth LLC ($244.11K), Raymond James Financial Inc. ($230.31K), Orion Portfolio Solutions LLC ($185.07K), and Bank of America Corp DE ($129.40K).

Institutional investors have bought a total of 1,455,224 shares in the last 24 months. This purchase volume represents approximately $20.68M in transactions.

Of the 52 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 830,861 shares in the last 24 months. This volume of shares sold represents approximately $11.74M in transactions.


Related Companies

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 10/13/2026. New 13F filings are added each quarter as they're published.
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