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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Equitable Holdings, Inc., Bank Of America Corp, Susquehanna International Group, Llp, Evoke Wealth, Llc, and Gotham Asset Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+11,272+1.9%617,759$8.50MQ1 2026Jul 08, 2026
Bank Of America CorpSell-48,923-6.2%735,903$10.13MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-2,469-9.6%23,311$56.75KQ1 2026May 18, 2026
Cim, LlcBuy+969+3.5%28,491$392.04KQ1 2026May 18, 2026
Equitable Holdings, Inc.Buy+68,695—68,695$945.25KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-38,471-49.1%39,816$547.87KQ1 2026May 15, 2026
Evoke Wealth, LlcSell-32,792-9.8%301,284$4.15MQ1 2026May 15, 2026
Gotham Asset Management, LlcBuy+18,490—18,490$254.42KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+15,208+13.2%130,368$1.79MQ1 2026May 15, 2026
Rehmann Capital Advisory GroupBuy+12,772—12,772$175.74KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+11,595+12.7%103,033$1.42MQ1 2026May 15, 2026
Captrust Financial AdvisorsSell-10,915-19.9%43,999$605.43KQ1 2026May 15, 2026
Maripau Wealth Management LlcSell-10,021-16.3%51,404$707.31KQ1 2026May 15, 2026
Morgan StanleySell-8,091-0.5%1,540,010$21.19MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+6,957—6,957$95.73KQ1 2026May 15, 2026
Jones Financial Companies LllpSell-3,217-9.3%31,493$433.04KQ1 2026May 15, 2026
Focus Partners WealthSell-3,048-20.8%11,637$160.18KQ1 2026May 15, 2026
Harbour Investments, Inc.Sell-1,425-65.1%765$10.53KQ1 2026May 15, 2026
Joseph P. Lucia & Associates, LlcSell-1,070-5.7%17,846$245.56KQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+723+3.5%21,219$291.98KQ1 2026May 15, 2026
Peterson Wealth ManagementBuy+400—400$5.50KQ1 2026May 15, 2026
Qube Research & Technologies LtdSell-47-33.8%92$1.27KQ1 2026May 15, 2026
Larson Financial Group LlcBuy+41+2.7%1,541$21.20KQ1 2026May 15, 2026
Fmr LlcBuy+16+12.2%147$2.02KQ1 2026May 15, 2026
Pinnacle Financial Partners, Inc.Buy+13,630—13,630$187.55KQ1 2026May 14, 2026
Stonex Group Inc.Sell-5,281-29.4%12,694$174.64KQ1 2026May 14, 2026
Novak & Powell Financial Services, Inc.Buy+4,553+38.6%16,348$224.94KQ1 2026May 14, 2026
Simplex Trading, LlcBuy+878—878$12.08KQ1 2026May 14, 2026
Raymond James Financial IncBuy+339+0.2%163,690$2.25MQ1 2026May 14, 2026
Cwm, LlcBuy+305+107.4%589$8.10KQ1 2026May 14, 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.