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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +11,272 | +1.9% | 617,759 | $8.50M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Sell | -48,923 | -6.2% | 735,903 | $10.13M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -2,469 | -9.6% | 23,311 | $56.75K | Q1 2026 | May 18, 2026 |
| Cim, Llc | Buy | +969 | +3.5% | 28,491 | $392.04K | Q1 2026 | May 18, 2026 |
| Equitable Holdings, Inc. | Buy | +68,695 | — | 68,695 | $945.25K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -38,471 | -49.1% | 39,816 | $547.87K | Q1 2026 | May 15, 2026 |
| Evoke Wealth, Llc | Sell | -32,792 | -9.8% | 301,284 | $4.15M | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Buy | +18,490 | — | 18,490 | $254.42K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +15,208 | +13.2% | 130,368 | $1.79M | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | Buy | +12,772 | — | 12,772 | $175.74K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +11,595 | +12.7% | 103,033 | $1.42M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -10,915 | -19.9% | 43,999 | $605.43K | Q1 2026 | May 15, 2026 |
| Maripau Wealth Management Llc | Sell | -10,021 | -16.3% | 51,404 | $707.31K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -8,091 | -0.5% | 1,540,010 | $21.19M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +6,957 | — | 6,957 | $95.73K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Sell | -3,217 | -9.3% | 31,493 | $433.04K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -3,048 | -20.8% | 11,637 | $160.18K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -1,425 | -65.1% | 765 | $10.53K | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, Llc | Sell | -1,070 | -5.7% | 17,846 | $245.56K | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +723 | +3.5% | 21,219 | $291.98K | Q1 2026 | May 15, 2026 |
| Peterson Wealth Management | Buy | +400 | — | 400 | $5.50K | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Sell | -47 | -33.8% | 92 | $1.27K | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Buy | +41 | +2.7% | 1,541 | $21.20K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +16 | +12.2% | 147 | $2.02K | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +13,630 | — | 13,630 | $187.55K | Q1 2026 | May 14, 2026 |
| Stonex Group Inc. | Sell | -5,281 | -29.4% | 12,694 | $174.64K | Q1 2026 | May 14, 2026 |
| Novak & Powell Financial Services, Inc. | Buy | +4,553 | +38.6% | 16,348 | $224.94K | Q1 2026 | May 14, 2026 |
| Simplex Trading, Llc | Buy | +878 | — | 878 | $12.08K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +339 | +0.2% | 163,690 | $2.25M | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +305 | +107.4% | 589 | $8.10K | Q1 2026 | May 14, 2026 |
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.