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Invesco Financial Preferred ETF (PGF) Institutional Ownership

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Stock AnalysisChartDividendHeadlinesHoldingsOwnership

Institutional Ownership Changes (13F Filings) for Invesco Financial Preferred ETF (NYSEARCA:PGF)

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$67.44M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$64.70M
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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
4/15/2024Wealthcare Advisory Partners LLC27,144$414K0.0%+31.4%0.044%
4/15/2024RFG Holdings Inc.866,489$13.21M5.6%N/A1.405%
4/1/2024 Appleton Partners Inc. MA23,293$355K0.0%-21.2%0.032%
3/22/2024PNC Financial Services Group Inc.10,427$152K0.0%-62.4%0.014%
2/26/2024Integrated Advisors Network LLC101,218$1.48M0.1%+1.0%0.140%
2/23/2024Cim LLC377,049$5.68M1.0%N/A0.523%
2/21/2024Novak & Powell Financial Services Inc.15,827$231K0.2%N/A0.022%
2/15/2024Dagco Inc.9,320$136K0.1%N/A0.013%
2/15/2024Wolverine Trading LLC69,049$1.01M0.0%+9.2%0.096%
2/15/2024OLD Mission Capital LLC127,284$1.86M0.0%+1,116.2%0.177%
2/15/2024Freedom Investment Management Inc.107,131$1.56M0.1%+4.3%0.149%
2/15/2024Comerica Bank31,964$466K0.0%+36.3%0.044%
2/14/2024Royal Bank of Canada322,183$4.70M0.0%+5.9%0.447%
2/14/2024Kestra Advisory Services LLC49,707$725K0.0%-10.0%0.069%
2/13/2024Envestnet Asset Management Inc.73,311$1.07M0.0%-37.0%0.102%
2/13/2024Stephens Inc. AR11,653$170K0.0%-30.3%0.016%
2/13/2024Cetera Advisor Networks LLC55,316$807K0.0%-30.1%0.077%
2/13/2024Oppenheimer & Co. Inc.20,310$296K0.0%+44.1%0.028%
2/13/2024FinTrust Capital Advisors LLC23,052$336K0.1%-9.0%0.032%
2/12/2024Evoke Wealth LLC439,784$6.41M0.1%-8.8%0.610%
2/12/2024Stifel Financial Corp118,697$1.73M0.0%+17.3%0.165%
2/9/2024Advisory Services Network LLC30,257$441K0.0%-10.9%0.042%
2/9/2024US Bancorp DE2,966$43K0.0%-41.5%0.004%
2/9/2024Cambridge Investment Research Advisors Inc.125,799$1.83M0.0%-8.8%0.175%
2/9/2024D.A. Davidson & CO.71,675$1.05M0.0%-1.0%0.099%
2/9/2024Wells Fargo & Company MN746,138$10.88M0.0%-3.8%1.036%
2/9/2024UBS Group AG412,408$6.01M0.0%+4.4%0.572%
2/9/2024PNC Financial Services Group Inc.10,427$152K0.0%-62.4%0.014%
2/8/2024Fiera Capital Corp17,275$252K0.0%-5.8%0.024%
2/8/2024Janney Montgomery Scott LLC13,457$196K0.0%-5.7%0.019%
2/7/2024Avantax Advisory Services Inc.23,139$337K0.0%-7.2%0.032%
2/7/2024Principal Securities Inc.5,310$77K0.0%N/A0.007%
2/6/2024Private Advisor Group LLC784,132$11.43M0.1%+14.2%1.088%
2/6/2024Wealthcare Advisory Partners LLC20,659$301K0.0%-9.2%0.029%
2/5/2024Field & Main Bank86,462$1.26M0.5%+1.5%0.120%
2/5/2024Magnus Financial Group LLC75,349$1.10M0.1%+1.9%0.105%
2/2/2024Truist Financial Corp57,300$835K0.0%-88.9%0.080%
2/1/2024National Wealth Management Group LLC11,647$170K0.2%-8.8%0.016%
2/1/2024Capital Investment Advisory Services LLC3,033$44K0.0%-23.8%0.004%
2/1/2024 CWM LLC2,250$33K0.0%-52.5%0.003%
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1/30/2024Investors Research Corp124,320$1.81M0.4%+10.1%0.173%
1/29/2024Koshinski Asset Management Inc.17,334$253K0.0%-42.3%0.024%
1/29/2024Baystate Wealth Management LLC2,026$30K0.0%N/A0.003%
1/29/2024Friedenthal Financial4,827$70K0.0%N/A0.007%
1/26/2024Krilogy Financial LLC16,006$233K0.0%N/A0.022%
1/26/2024Dearborn Partners LLC21,432$312K0.0%+19.5%0.030%
1/25/2024 International Assets Investment Management LLC39,378$574K0.0%N/A0.055%
1/24/2024Stratos Wealth Partners LTD.28,626$417K0.0%+7.8%0.040%
1/24/2024Allworth Financial LP5,875$86K0.0%+2,036.4%0.008%
1/24/2024Arkadios Wealth Advisors12,176$178K0.0%-20.2%0.017%
1/24/2024 International Assets Investment Management LLC39,378$574K0.0%N/A0.055%
1/24/2024Asset Management One Co. Ltd.85,472$1.26M0.0%-2.3%0.119%
1/24/2024Private Trust Co. NA2,001$29K0.0%-94.4%0.003%
1/19/2024Pinnacle Associates Ltd.10,755$157K0.0%-24.0%0.015%
1/18/2024Accel Wealth Management132,765$1.94M1.0%-15.4%0.184%
1/16/2024Raymond James Financial Services Advisors Inc.28,956$422K0.0%-51.0%0.040%
1/16/2024Raymond James & Associates77,946$1.14M0.0%-4.6%0.108%
1/16/2024Strategic Wealth Investment Group LLC394,734$5.76M0.9%+1.9%0.548%
1/16/2024Sterneck Capital Management LLC73,382$1.07M0.7%-2.4%0.102%
1/12/2024Premier Path Wealth Partners LLC14,125$206K0.0%N/A0.020%
1/12/2024Register Financial Advisors LLC1,922$28K0.0%N/A0.003%
1/10/2024North Star Investment Management Corp.316,597$4.62M0.4%-3.2%0.439%
1/8/2024 Walker Asset Management LLC49,990$729K0.5%-2.9%0.069%
1/5/2024Capital Investment Advisors LLC34,983$510K0.0%-2.1%0.049%
1/2/2024Anchor Investment Management LLC5,711$83K0.0%N/A0.008%
1/2/2024 Appleton Partners Inc. MA29,545$431K0.0%-7.6%0.041%
11/21/2023Comerica Bank23,456$330K0.0%N/A0.033%
11/16/2023Integrated Advisors Network LLC100,259$1.41M0.1%+9.9%0.139%
11/16/2023Financial Gravity Asset Management Inc.20,638$272K0.0%+147,314.3%0.029%
11/16/2023Panoramic Investment Advisors LLC13,651$192K0.2%N/A0.019%
11/16/2023Wolverine Trading LLC63,259$889K0.0%-13.0%0.088%
11/16/2023Morgan Stanley2,366,928$33.28M0.0%-1.0%3.285%
11/16/2023Essex Financial Services Inc.14,274$201K0.0%-8.9%0.020%
11/15/2023Crestwood Advisors Group LLC28,585$402K0.0%N/A0.040%
11/15/2023Baker Avenue Asset Management LP148,609$2.09M0.1%+10.1%0.206%
11/15/2023Royal Bank of Canada304,214$4.28M0.0%-15.6%0.422%
11/15/2023Ameriprise Financial Inc.290,299$4.08M0.0%+25.8%0.403%
11/14/2023Rehmann Capital Advisory Group12,419$175K0.0%-86.2%0.017%
11/14/2023Qube Research & Technologies Ltd48,579$683K0.0%+971,480.0%0.067%
11/14/2023Sterneck Capital Management LLC75,204$1.06M0.7%-5.8%0.104%
11/13/2023Stifel Financial Corp101,160$1.42M0.0%-3.8%0.140%
11/13/2023Mariner LLC12,669$178K0.0%N/A0.018%
11/13/2023LPL Financial LLC1,114,289$15.67M0.0%-2.0%1.547%
11/9/2023UBS Group AG394,920$5.55M0.0%-4.4%0.548%
11/8/2023HighTower Advisors LLC59,058$832K0.0%N/A0.082%
11/8/2023Janney Montgomery Scott LLC14,265$201K0.0%+6.5%0.020%
11/8/2023Avory & Company LLC48,056$676K0.6%-11.1%0.067%
11/8/2023Avantax Advisory Services Inc.24,939$351K0.0%+4.1%0.035%
11/7/2023AFT Forsyth & Company Inc.27,531$387K0.3%-8.6%0.038%
11/6/2023Running Point Capital Advisors LLC58,017$816K0.5%-2.5%0.081%
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11/6/2023Lincoln National Corp69,425$976K0.0%-2.4%0.096%
11/4/2023Strategic Wealth Investment Group LLC387,553$5.45M1.0%+5.5%0.538%
11/3/2023Private Advisor Group LLC686,623$9.65M0.1%+1.8%0.953%
11/1/2023Howard Wealth Management LLC11,805$166K0.2%-16.6%0.016%
11/1/2023Investors Research Corp112,959$1.59M0.4%+9.6%0.157%
11/1/2023Dearborn Partners LLC17,932$252K0.0%-17.0%0.025%
10/31/2023HF Advisory Group LLC19,365$272K0.2%-9.8%0.027%
10/27/2023Dunhill Financial LLC60,320$821K0.5%+14.3%0.084%
10/27/2023 Walker Asset Management LLC51,490$724K0.5%-9.4%0.071%
10/25/2023Brown Advisory Inc.25,360$357K0.0%-21.7%0.035%
(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, 205 institutional investors and hedge funds held shares of Invesco Financial Preferred ETF. The most heavily invested institutionals were Morgan Stanley ($33.28M), LPL Financial LLC ($15.67M), Rockefeller Capital Management L.P. ($13.66M), RFG Holdings Inc. ($13.21M), Bank of America Corp DE ($12.64M), Private Advisor Group LLC ($11.43M), and Wells Fargo & Company MN ($10.88M).Learn more on PGF's institutional investors.

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

Of the 156 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: Walker Asset Management LLC ($5.83M), Private Advisor Group LLC ($1.29M), Jane Street Group LLC ($1.13M), RFG Holdings Inc. ($866.49K), Custos Family Office LLC ($539.03K), Truist Financial Corp ($422.30K), and Cim LLC ($409.36K).

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

Institutional investors have bought a total of 15,719,148 shares in the last 24 months. This purchase volume represents approximately $238.15M in transactions.

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

Of the 136 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: Bank of America Corp DE ($1.43M), Jane Street Group LLC ($1.08M), Wells Fargo & Company MN ($600.99K), UBS Group AG ($491.59K), Truist Financial Corp ($469.64K), AJ Wealth Strategies LLC ($425.04K), and Strategic Wealth Investment Group LLC ($318.13K).

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

Institutional investors have sold a total of 9,522,865 shares in the last 24 months. This volume of shares sold represents approximately $143.11M in transactions.


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This page (NYSEARCA:PGF) was last updated on 4/19/2024 by MarketBeat.com Staff

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