Invesco Financial Preferred ETF (PGF) Institutional Ownership

$14.87

+0.12 (+0.81%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 55
Total Institutional Inflows (last 12 months): $40.31M

Number of Institutional Sellers (last 12 months): 61
Total Institutional Outflows (last 12 months): $21.22M

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PGF Institutional Buying and Selling by Quarter

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Invesco Financial Preferred ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	99,769	$1.47M	0.0%	-4.6%	0.163%
7/26/2024	Dearborn Partners LLC	18,442	$272K	0.0%	-16.5%	0.030%
7/25/2024	Field & Main Bank	106,377	$1.57M	0.6%	+4.2%	0.174%
7/23/2024	Essex LLC	20,200	$298K	0.1%	N/A	0.033%
7/19/2024	Western Financial Corp CA	11,570	$170K	0.1%	N/A	0.019%
7/16/2024	Wealth Enhancement Advisory Services LLC	17,334	$255K	0.0%	+7.8%	0.028%
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7/15/2024	RFG Holdings Inc.	945,977	$13.93M	5.3%	+9.2%	1.546%
7/12/2024	Optimum Investment Advisors	5,700	$84K	0.0%	-20.7%	0.009%
7/12/2024	Walker Asset Management LLC	44,090	$649K	0.4%	-11.8%	0.072%
7/12/2024	Accel Wealth Management	106,120	$1.56M	0.6%	-6.0%	0.173%
7/10/2024	CWM LLC	1,852	$27K	0.0%	-61.9%	0.003%
7/9/2024	Lynx Investment Advisory	4,105	$60K	0.0%	N/A	0.007%
7/2/2024	Appleton Partners Inc. MA	20,700	$305K	0.0%	-11.1%	0.034%
5/20/2024	Cim LLC	396,127	$6.04M	0.9%	+5.1%	0.647%
5/17/2024	National Wealth Management Group LLC	10,467	$160K	0.1%	-10.1%	0.017%
5/17/2024	Comerica Bank	30,627	$467K	0.0%	-4.2%	0.050%
5/9/2024	ProVise Management Group LLC	29,987	$457K	0.0%	-21.6%	0.049%
5/9/2024	Kingsview Wealth Management LLC	10,226	$156K	0.0%	-18.8%	0.017%
5/8/2024	Avantax Advisory Services Inc.	22,460	$342K	0.0%	-2.9%	0.037%
5/4/2024	Gould Asset Management LLC CA	31,520	$480K	0.1%	+2.4%	0.051%
5/3/2024	Rehmann Capital Advisory Group	14,762	$225K	0.0%	+14.1%	0.024%
5/2/2024	FinTrust Capital Advisors LLC	17,076	$260K	0.1%	-25.9%	0.028%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	61,867	$943K	0.0%	-10.8%	0.101%
4/30/2024	Private Advisor Group LLC	695,212	$10.60M	0.1%	-11.3%	1.130%
4/30/2024	North Star Investment Management Corp.	302,052	$4.60M	0.3%	-4.6%	0.491%
4/30/2024	AFT Forsyth & Company Inc.	25,111	$383K	0.2%	-8.8%	0.041%
4/29/2024	Commonwealth Equity Services LLC	110,202	$1.68M	0.0%	-6.8%	0.179%
4/29/2024	Field & Main Bank	102,136	$1.56M	0.6%	+18.1%	0.166%
4/25/2024	Capital Investment Advisory Services LLC	1,660	$25K	0.0%	-45.3%	0.003%
4/25/2024	Cambridge Investment Research Advisors Inc.	104,600	$1.59M	0.0%	-16.9%	0.170%
4/22/2024	HF Advisory Group LLC	16,913	$258K	0.1%	-12.1%	0.027%
4/22/2024	PFG Investments LLC	10,475	$160K	0.0%	N/A	0.017%
4/19/2024	Accel Wealth Management	112,922	$1.72M	0.7%	-14.9%	0.183%
4/15/2024	Wealthcare Advisory Partners LLC	27,144	$414K	0.0%	+31.4%	0.044%
4/15/2024	RFG Holdings Inc.	866,489	$13.21M	5.6%	N/A	1.405%
4/1/2024	Appleton Partners Inc. MA	23,293	$355K	0.0%	-21.2%	0.032%
3/22/2024	PNC Financial Services Group Inc.	10,427	$152K	0.0%	-62.4%	0.014%
2/26/2024	Integrated Advisors Network LLC	101,218	$1.48M	0.1%	+1.0%	0.140%
2/23/2024	Cim LLC	377,049	$5.68M	1.0%	N/A	0.523%
2/21/2024	Novak & Powell Financial Services Inc.	15,827	$231K	0.2%	N/A	0.022%
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2/13/2024	FinTrust Capital Advisors LLC	23,052	$336K	0.1%	-9.0%	0.032%
2/12/2024	Evoke Wealth LLC	439,784	$6.41M	0.1%	-8.8%	0.610%
2/9/2024	Advisory Services Network LLC	30,257	$441K	0.0%	-10.9%	0.042%
2/9/2024	Cambridge Investment Research Advisors Inc.	125,799	$1.83M	0.0%	-8.8%	0.175%
2/9/2024	D.A. Davidson & CO.	71,675	$1.05M	0.0%	-1.0%	0.099%
2/9/2024	Wells Fargo & Company MN	746,138	$10.88M	0.0%	-3.8%	1.036%
2/9/2024	UBS Group AG	412,408	$6.01M	0.0%	+4.4%	0.572%
2/8/2024	Fiera Capital Corp	17,275	$252K	0.0%	-5.8%	0.024%
2/7/2024	Avantax Advisory Services Inc.	23,139	$337K	0.0%	-7.2%	0.032%
2/7/2024	Principal Securities Inc.	5,310	$77K	0.0%	N/A	0.007%
2/6/2024	Private Advisor Group LLC	784,132	$11.43M	0.1%	+14.2%	1.088%
2/6/2024	Wealthcare Advisory Partners LLC	20,659	$301K	0.0%	-9.2%	0.029%
2/5/2024	Field & Main Bank	86,462	$1.26M	0.5%	+1.5%	0.120%
2/5/2024	Magnus Financial Group LLC	75,349	$1.10M	0.1%	+1.9%	0.105%
2/2/2024	Truist Financial Corp	57,300	$835K	0.0%	-88.9%	0.080%
2/1/2024	National Wealth Management Group LLC	11,647	$170K	0.2%	-8.8%	0.016%
2/1/2024	Capital Investment Advisory Services LLC	3,033	$44K	0.0%	-23.8%	0.004%
2/1/2024	CWM LLC	2,250	$33K	0.0%	-52.5%	0.003%
1/30/2024	Investors Research Corp	124,320	$1.81M	0.4%	+10.1%	0.173%
1/29/2024	Koshinski Asset Management Inc.	17,334	$253K	0.0%	-42.3%	0.024%
1/29/2024	Baystate Wealth Management LLC	2,026	$30K	0.0%	N/A	0.003%
1/29/2024	Friedenthal Financial	4,827	$70K	0.0%	N/A	0.007%
1/26/2024	Krilogy Financial LLC	16,006	$233K	0.0%	N/A	0.022%
1/26/2024	Dearborn Partners LLC	21,432	$312K	0.0%	+19.5%	0.030%
1/25/2024	International Assets Investment Management LLC	39,378	$574K	0.0%	N/A	0.055%
1/24/2024	Stratos Wealth Partners LTD.	28,626	$417K	0.0%	+7.8%	0.040%
1/24/2024	Allworth Financial LP	5,875	$86K	0.0%	+2,036.4%	0.008%
1/24/2024	Arkadios Wealth Advisors	12,176	$178K	0.0%	-20.2%	0.017%
1/24/2024	International Assets Investment Management LLC	39,378	$574K	0.0%	N/A	0.055%
1/24/2024	Asset Management One Co. Ltd.	85,472	$1.26M	0.0%	-2.3%	0.119%
1/24/2024	Private Trust Co. NA	2,001	$29K	0.0%	-94.4%	0.003%
1/19/2024	Pinnacle Associates Ltd.	10,755	$157K	0.0%	-24.0%	0.015%
1/18/2024	Accel Wealth Management	132,765	$1.94M	1.0%	-15.4%	0.184%
1/16/2024	Raymond James Financial Services Advisors Inc.	28,956	$422K	0.0%	-51.0%	0.040%
1/16/2024	Raymond James & Associates	77,946	$1.14M	0.0%	-4.6%	0.108%
1/16/2024	Strategic Wealth Investment Group LLC	394,734	$5.76M	0.9%	+1.9%	0.548%
1/16/2024	Sterneck Capital Management LLC	73,382	$1.07M	0.7%	-2.4%	0.102%
1/12/2024	Premier Path Wealth Partners LLC	14,125	$206K	0.0%	N/A	0.020%
1/12/2024	Register Financial Advisors LLC	1,922	$28K	0.0%	N/A	0.003%
1/10/2024	North Star Investment Management Corp.	316,597	$4.62M	0.4%	-3.2%	0.439%
1/8/2024	Walker Asset Management LLC	49,990	$729K	0.5%	-2.9%	0.069%
1/5/2024	Capital Investment Advisors LLC	34,983	$510K	0.0%	-2.1%	0.049%
1/2/2024	Anchor Investment Management LLC	5,711	$83K	0.0%	N/A	0.008%
1/2/2024	Appleton Partners Inc. MA	29,545	$431K	0.0%	-7.6%	0.041%
11/16/2023	Integrated Advisors Network LLC	100,259	$1.41M	0.1%	+9.9%	0.139%
11/16/2023	Financial Gravity Asset Management Inc.	20,638	$272K	0.0%	+147,314.3%	0.029%
11/16/2023	Panoramic Investment Advisors LLC	13,651	$192K	0.2%	N/A	0.019%
11/16/2023	Essex Financial Services Inc.	14,274	$201K	0.0%	-8.9%	0.020%
11/15/2023	Crestwood Advisors Group LLC	28,585	$402K	0.0%	N/A	0.040%
11/15/2023	Baker Avenue Asset Management LP	148,609	$2.09M	0.1%	+10.1%	0.206%
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11/14/2023	Rehmann Capital Advisory Group	12,419	$175K	0.0%	-86.2%	0.017%
11/14/2023	Sterneck Capital Management LLC	75,204	$1.06M	0.7%	-5.8%	0.104%
11/13/2023	LPL Financial LLC	1,114,289	$15.67M	0.0%	-2.0%	1.547%
11/9/2023	UBS Group AG	394,920	$5.55M	0.0%	-4.4%	0.548%
11/8/2023	HighTower Advisors LLC	59,058	$832K	0.0%	N/A	0.082%
11/8/2023	Janney Montgomery Scott LLC	14,265	$201K	0.0%	+6.5%	0.020%
11/8/2023	Avory & Company LLC	48,056	$676K	0.6%	-11.1%	0.067%
11/8/2023	Avantax Advisory Services Inc.	24,939	$351K	0.0%	+4.1%	0.035%
11/7/2023	AFT Forsyth & Company Inc.	27,531	$387K	0.3%	-8.6%	0.038%
11/6/2023	Running Point Capital Advisors LLC	58,017	$816K	0.5%	-2.5%	0.081%

(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, 167 institutional investors and hedge funds held shares of Invesco Financial Preferred ETF. The most heavily invested institutionals were LPL Financial LLC ($15.67M), RFG Holdings Inc. ($13.93M), Wells Fargo & Company MN ($10.88M), Private Advisor Group LLC ($10.60M), Rockefeller Capital Management L.P. ($10.33M), Custos Family Office LLC ($8.84M), and Evoke Wealth LLC ($6.41M).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: Private Advisor Group LLC ($1.15M), RFG Holdings Inc. ($945.98K), Truist Financial Corp ($422.30K), Cim LLC ($407.88K), Custos Family Office LLC ($225.91K), Jacobs Asset Management LLC ($190K), and Strategic Wealth Investment Group LLC ($184.03K).
How much institutional buying is happening at Invesco Financial Preferred ETF?: Institutional investors have bought a total of 6,498,796 shares in the last 24 months. This purchase volume represents approximately $95.66M in transactions.

Which Invesco Financial Preferred ETF major shareholders have been selling company stock?: Of the 107 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: Truist Financial Corp ($464.49K), UBS Group AG ($427.53K), Strategic Wealth Investment Group LLC ($318.13K), Gradient Investments LLC ($273.16K), Envestnet Asset Management Inc. ($230.19K), FinTrust Capital Advisors LLC ($225.32K), and Integrated Advisors Network LLC ($193.35K).
How much institutional selling is happening at Invesco Financial Preferred ETF?: Institutional investors have sold a total of 4,582,232 shares in the last 24 months. This volume of shares sold represents approximately $67.50M in transactions.