PFIG Institutional Ownership
Invesco Fundamental Investment Grade Corporate Bond ETF
1W: -0.6%
1M: -2.3%
3M: -3.4%
YTD: -4.6%
1Y: -4.6%
3Y: +11.6%
5Y: +0.2%
$23.02
-0.10 (-0.41%)
Weekly Expected Move ±0.6%
$23
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PFIG
35
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
87M
Total Invested
3
New Positions
13
Increased
10
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (40 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1,263,165 | $29M | -953 | -0.1% | 6Q | SEC ↗ |
| 2 | LPL Financial LLC | 563,974 | $13M | +34,808 | +6.6% | 33Q | SEC ↗ |
| 3 | Arkadios Wealth Advisors | 445,889 | $10M | +166,457 | +59.6% | 3Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 400,538 | $9M | -141,729 | -26.1% | 16Q | SEC ↗ |
| 5 | TRUIST FINANCIAL CORP | 265,079 | $6M | — | +0.0% | 12Q | SEC ↗ |
| 6 | Nikulski Financial, Inc. | 116,023 | $3M | +5,165 | +4.7% | 5Q | SEC ↗ |
| 7 | ECLECTIC ASSOCIATES INC /ADV | 70,334 | $2M | +5,961 | +9.3% | 3Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 69,815 | $2M | +3,840 | +5.8% | 10Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 57,324 | $1M | +1,968 | +3.6% | 13Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 54,399 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC NEW | 48,316 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 43,773 | $1M | -2,719 | -5.8% | 15Q | SEC ↗ |
| 13 | Breakwater Capital Group | 41,472 | $954K | +6,421 | +18.3% | 12Q | SEC ↗ |
| 14 | Federation des caisses Desjardins du Q | 40,340 | $928K | +5,595 | +16.1% | 7Q | SEC ↗ |
| 15 | Insight Advisors, LLC/ PA | 33,772 | $777K | +4,230 | +14.3% | 23Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 30,485 | $702K | +17,057 | +127.0% | 2Q | SEC ↗ |
| 17 | Equitable Holdings, Inc. | 26,479 | $609K | -34,238 | -56.4% | 15Q | SEC ↗ |
| 18 | Copia Wealth Management | 13,387 | $308K | -984 | -6.8% | 7Q | SEC ↗ |
| 19 | MORGAN STANLEY | 12,947 | $298K | -3,163 | -19.6% | 33Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 11,993 | $276K | +553 | +4.8% | 2Q | SEC ↗ |
| 21 | Hobbs Group Advisors, LLC | 11,685 | $269K | — | +0.0% | 7Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 11,579 | $266K | -6,396 | -35.6% | 33Q | SEC ↗ |
| 23 | Advisory Services Network, LLC | 8,976 | $207K | +54 | +0.6% | 7Q | SEC ↗ |
| 24 | Capital Investment Advisory Services, | 8,959 | $206K | -173 | -1.9% | 32Q | SEC ↗ |
| 25 | Allworth Financial LP | 2,379 | $55K | — | +0.0% | 7Q | SEC ↗ |
| 26 | Parallel Advisors, LLC | 2,000 | $46K | — | +0.0% | 28Q | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 725 | $17K | — | +0.0% | 11Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 600 | $14K | — | +0.0% | 26Q | SEC ↗ |
| 29 | Strengthening Families & Communities, | 550 | $13K | +6 | +1.1% | 11Q | SEC ↗ |
| 30 | FMR LLC | 429 | $10K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Oakmont Advisory Group, LLC NEW | 267 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 32 | AE Wealth Management LLC | 78 | $2K | — | +0.0% | 7Q | SEC ↗ |
| 33 | Larson Financial Group LLC | 43 | $1K | — | +0.0% | 19Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 0 | $0K | -34,317 | -100.0% | 11Q | SEC ↗ |
| 35 | Western Wealth Management, LLC | 0 | $0K | -3,220 | -100.0% | 1Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 0 | $0K | -1 | -100.0% | 33Q | SEC ↗ |
| 37 | Prairiewood Capital, LLC | 0 | $0K | -65,872 | -100.0% | 21Q | SEC ↗ |
| 38 | FLOW TRADERS U.S. LLC | 0 | $0K | -14,931 | -100.0% | 1Q | SEC ↗ |
| 39 | Kestra Advisory Services, LLC | 0 | $0K | -2,253 | -100.0% | 11Q | SEC ↗ |
| 40 | Greenline Wealth Management LLC | 0 | $0K | -65 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 54,399 | $1M |
| CITADEL ADVISORS LLC | 48,316 | $1M |
| Oakmont Advisory Group, LLC | 267 | $6K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Prairiewood Capital, LLC | 65,872 | $2M |
| NewEdge Advisors, LLC | 34,317 | $790K |
| FLOW TRADERS U.S. LLC | 14,931 | $344K |
| Western Wealth Management, LLC | 3,220 | $74K |
| Kestra Advisory Services, LLC | 2,253 | $52K |
| Greenline Wealth Management LLC | 65 | $1K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | +166,457 | +59.6% | 445,889 |
| LPL Financial LLC | +34,808 | +6.6% | 563,974 |
| JANE STREET GROUP, LLC | +17,057 | +127.0% | 30,485 |
| Breakwater Capital Group | +6,421 | +18.3% | 41,472 |
| ECLECTIC ASSOCIATES INC /ADV | +5,961 | +9.3% | 70,334 |
| Federation des caisses Desjardins d | +5,595 | +16.1% | 40,340 |
| Nikulski Financial, Inc. | +5,165 | +4.7% | 116,023 |
| Insight Advisors, LLC/ PA | +4,230 | +14.3% | 33,772 |
| JONES FINANCIAL COMPANIES LLLP | +3,840 | +5.8% | 69,815 |
| Cetera Investment Advisers | +1,968 | +3.6% | 57,324 |
| ENVESTNET ASSET MANAGEMENT INC | +553 | +4.8% | 11,993 |
| Advisory Services Network, LLC | +54 | +0.6% | 8,976 |
| Strengthening Families & Communitie | +6 | +1.1% | 550 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | -141,729 | -26.1% | 400,538 |
| Equitable Holdings, Inc. | -34,238 | -56.4% | 26,479 |
| ROYAL BANK OF CANADA | -6,396 | -35.6% | 11,579 |
| MORGAN STANLEY | -3,163 | -19.6% | 12,947 |
| BANK OF AMERICA CORP /DE | -2,719 | -5.8% | 43,773 |
| Copia Wealth Management | -984 | -6.8% | 13,387 |
| Bank of New York Mellon Corp | -953 | -0.1% | 1,263,165 |
| Capital Investment Advisory Service | -173 | -1.9% | 8,959 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |