INVESCO FINANCIAL PREFERRED (PGF) Institutional Ownership Changes & 13F Activity

INVESCO FINANCIAL PREFERRED (PGF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mai Capital Management, Rosenblum Silverman Sutton S F Inc, Citadel Advisors Llc, Wells Fargo & Company/Mn, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+61,56261,562$844.01KQ2 2026Sep 02, 2026
Field & Main BankBuy+5,299+5.5%101,976$1.40MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+28,99128,991$397.46KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+1,9191,919$26.31KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-15,062-21.9%53,633$735.31KQ2 2026Aug 17, 2026
Dearborn Partners LlcSell-500-3.0%16,372$224.46KQ2 2026Aug 17, 2026
Mai Capital ManagementBuy+296,552+1804.4%312,987$4.29MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+60,840+9.8%678,599$9.30MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+42,94442,944$588.76KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+29,762+22.8%160,130$2.20MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+19,05119,051$261.19KQ2 2026Aug 14, 2026
Bank Of America CorpSell-15,688-2.1%720,215$9.87MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+14,279+8.7%177,969$2.44MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+10,399+26.1%50,215$688.45KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-4,530-4.4%98,503$1.35MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+2,602+11.5%25,258$346.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,532+8.0%34,025$464.78KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+842+4.0%22,061$302.45KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+708708$9.71KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+600600$8.23KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+508+552.2%600$8.23KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-24-1.6%1,517$20.79KQ2 2026Aug 14, 2026
Rosenblum Silverman Sutton S F IncSell-120,701-74.7%40,845$559.99KQ2 2026Aug 13, 2026
Morgan StanleySell-47,444-3.1%1,492,566$20.46MQ2 2026Aug 13, 2026
Ubs Group AgBuy+19,477+1.5%1,344,454$18.43MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+6,695+15.2%50,694$695.02KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+2,549+1.9%139,578$1.91MQ2 2026Aug 13, 2026
Fmr LlcBuy+1,925+1309.5%2,072$28.41KQ2 2026Aug 13, 2026
Cim, LlcBuy+83+0.3%28,574$391.75KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+75+1.0%7,371$101.06KQ2 2026Aug 13, 2026
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Frequently asked questions about PGF activity

  • Which institutional owners are buying PGF?

    Institutional owners buying PGF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PGF activity?

    "Buy" means an investor increased their reported position in PGF compared to the prior reporting period. This reflects growing exposure to INVESCO FINANCIAL PREFERRED (PGF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PGF increasing?

    Institutional interest in PGF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.