PGHY Institutional Ownership & Shareholders
INVESCO GLOBAL EX US HIGH YI (PGHY) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $124.52M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of PGHY tracked by InsiderSet, reporting ownership valued at approximately $19.71M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.49M, representing an estimated loss of -1.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PGHY value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Sowell Financial Services Llc, Whitcomb & Hess, Inc., and several other long-term asset managers with concentrated positions in INVESCO GLOBAL EX US HIGH YI (PGHY).
This page ranks the largest institutional PGHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
67
Total Reported Value
$124.52M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$19.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 0.88% | 1,039,260 | $19,714,769 | $19,486,125 | -$228,644 | -1.16% | |
| Sowell Financial Services Llc | 0.55% | 899,711 | $17,175,487 | $16,869,581 | -$305,906 | -1.78% | |
| Whitcomb & Hess, Inc. | 3.10% | 758,374 | $14,477,355 | $14,219,513 | -$257,843 | -1.78% | |
| Inspire Advisors, Llc | 1.00% | 732,043 | $14,422,115 | $13,725,806 | -$696,309 | -4.83% | |
| Lpl Financial Llc | 0.00% | 362,947 | $7,150,063 | $6,805,256 | -$344,807 | -4.82% | |
| Royal Fund Management, Llc | 0.43% | 282,469 | $5,392,341 | $5,296,294 | -$96,047 | -1.78% | |
| Bank Of America Corp | 0.00% | 261,559 | $5,152,705 | $4,904,231 | -$248,474 | -4.82% | |
| Virtu Financial Llc | 0.16% | 252,438 | $4,973,000 | $4,733,213 | -$239,788 | -4.82% | |
| Baker Avenue Asset Management, Lp | 0.07% | 195,173 | $3,844,907 | $3,659,494 | -$185,413 | -4.82% | |
| Advisory Alpha, Llc | 0.09% | 176,861 | $3,484,186 | $3,316,144 | -$168,042 | -4.82% | |
| Kingsview Wealth Management, Llc | 0.04% | 161,443 | $3,180,418 | $3,027,056 | -$153,362 | -4.82% | |
| Philadelphia Investment Partners, Llc | 1.44% | 117,578 | $2,316,295 | $2,204,588 | -$111,708 | -4.82% | |
| Jones Financial Companies Lllp | 0.00% | 104,474 | $2,062,314 | $1,958,888 | -$103,427 | -5.02% | |
| Simplicity Wealth,Llc | 0.06% | 104,004 | $1,985,439 | $1,950,075 | -$35,364 | -1.78% | |
| Guggenheim Capital Llc | 0.01% | 74,479 | $1,467,236 | $1,396,481 | -$70,755 | -4.82% | |
| Belpointe Asset Management Llc | 0.04% | 68,897 | $1,357,285 | $1,291,819 | -$65,466 | -4.82% | |
| Fortis Capital Advisors, Llc | 0.15% | 68,897 | $1,357,285 | $1,291,819 | -$65,466 | -4.82% | |
| Cambria Investment Management, L.P. | 0.06% | 61,760 | $1,216,672 | $1,158,000 | -$58,672 | -4.82% | |
| Perigon Wealth Management, Llc | 0.02% | 59,996 | $1,145,324 | $1,124,925 | -$20,399 | -1.78% | |
| Jane Street Group, Llc | 0.00% | 56,053 | $1,104,244 | $1,050,994 | -$53,250 | -4.82% | |
| Cetera Investment Advisers | 0.00% | 50,957 | $1,003,843 | $955,444 | -$48,399 | -4.82% | |
| Geowealth Management, Llc | 0.03% | 47,468 | $935,120 | $890,025 | -$45,095 | -4.82% | |
| Morgan Stanley | 0.00% | 39,676 | $781,634 | $743,925 | -$37,709 | -4.82% | |
| Mml Investors Services, Llc | 0.00% | 35,132 | $692,108 | $658,725 | -$33,383 | -4.82% | |
| Kestra Advisory Services, Llc | 0.00% | 33,774 | $665,357 | $633,263 | -$32,095 | -4.82% | |
| Capital Investment Advisory Services, Llc | 0.04% | 33,804 | $645,322 | $633,825 | -$11,497 | -1.78% | |
| Aps Management Group, Inc. | 0.45% | 32,906 | $628,181 | $616,988 | -$11,194 | -1.78% | |
| Raymond James Financial Inc | 0.00% | 26,021 | $512,621 | $487,894 | -$24,727 | -4.82% | |
| Osaic Holdings, Inc. | 0.00% | 24,556 | $483,809 | $460,425 | -$23,384 | -4.83% | |
| Horizon Financial Services, Llc | 0.18% | 24,206 | $476,858 | $453,863 | -$22,996 | -4.82% | |
| Hrt Financial Lp | 0.00% | 22,509 | $443,000 | $422,044 | -$20,956 | -4.73% | |
| Greenberg Financial Group | 0.15% | 21,625 | $412,821 | $405,469 | -$7,352 | -1.78% | |
| Envestnet Asset Management Inc | 0.00% | 20,439 | $402,653 | $383,231 | -$19,422 | -4.82% | |
| Acorn Wealth Advisors, Llc | 0.10% | 20,532 | $391,956 | $384,975 | -$6,981 | -1.78% | |
| Alti Global, Inc. | 0.01% | 19,559 | $385,312 | $366,731 | -$18,581 | -4.82% | |
| Silver Oak Securities, Incorporated | 0.02% | 18,507 | $364,597 | $347,006 | -$17,591 | -4.82% | |
| Tidal Investments Llc | 0.00% | 18,301 | $360,530 | $343,144 | -$17,386 | -4.82% | |
| Bright Futures Wealth Management, Llc. | 0.20% | 15,138 | $288,984 | $283,838 | -$5,147 | -1.78% | |
| Endowment Wealth Management, Inc. | 0.11% | 14,023 | $276,252 | $262,931 | -$13,321 | -4.82% | |
| Stifel Financial Corp | 0.00% | 10,735 | $211,480 | $201,281 | -$10,199 | -4.82% | |
| Murphy & Mullick Capital Management Corp | 0.10% | 8,489 | $167,235 | $159,169 | -$8,066 | -4.82% | |
| Jpmorgan Chase & Co | 0.00% | 6,661 | $131,555 | $124,894 | -$6,661 | -5.06% | |
| Cwm, Llc | 0.00% | 4,283 | $83,133 | $80,306 | -$2,827 | -3.40% | |
| Private Trust Co Na | 0.00% | 3,204 | $61,164 | $60,075 | -$1,089 | -1.78% | |
| Royal Bank Of Canada | 0.00% | 3,100 | $61,000 | $58,125 | -$2,875 | -4.71% | |
| Hazlett, Burt & Watson, Inc. | 0.01% | 2,284 | $45,000 | $42,825 | -$2,175 | -4.83% | |
| Newedge Advisors, Llc | 0.00% | 2,052 | $40,425 | $38,475 | -$1,950 | -4.82% | |
| Assetmark, Inc | 0.00% | 1,961 | $37,427 | $36,769 | -$658 | -1.76% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 1,849 | $35,297 | $34,669 | -$628 | -1.78% | |
| Southern Michigan Bank & Trust | 0.01% | 1,225 | $23,385 | $22,969 | -$416 | -1.78% |
Frequently asked questions about PGHY
Who are the largest institutional holders of PGHY?
The largest institutional holders of PGHY reported in the latest SEC Form 13F filings include Sound Income Strategies, Llc, Sowell Financial Services Llc, Whitcomb & Hess, Inc., Inspire Advisors, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported PGHY position.
What is PGHY institutional ownership?
This page tracks PGHY positions reported by institutional investment managers through SEC Form 13F. INVESCO GLOBAL EX US HIGH YI (PGHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PGHY?
InsiderSet currently tracks 67 institutional managers reporting PGHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PGHY shareholders.
How much PGHY stock do institutions own?
Institutional investment managers disclosed approximately $124.52M in PGHY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PGHY institutional ownership last updated?
The latest PGHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PGHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PGHY position after the reporting date.
Are institutions buying or selling PGHY?
Institutional buying and selling can be analyzed by comparing PGHY positions across consecutive 13F reporting periods. InsiderSet's PGHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PGHY ownership changes.
How has PGHY institutional ownership changed over time?
InsiderSet tracks PGHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.