Who owns PFIG?
Invesco Fundamental Investment Grade Corporate Bond ETF · Invesco
34 institutions reported holding PFIG, worth $87.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PFIG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of New York Mellon Corp | New York, NY | $30.2M | 1,263,165 | −953 shares |
| LPL Financial LLC | Fort Mill, SC | $13.5M | 563,974 | +34,808 shares |
| Arkadios Wealth Advisors | Atlanta, GA | $10.7M | 445,889 | +166,457 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $9.6M | 400,538 | −141,729 shares |
| Truist Financial Corp. | Charlotte, NC | $6.3M | 265,079 | No change |
| Nikulski Financial, Inc. | Bettendorf, IA | $2.8M | 116,023 | +5,165 shares |
| Eclectic Associates Inc. | Fullerton, CA | $1.7M | 70,334 | +5,961 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $1.7M | 69,815 | +3,840 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.4M | 57,324 | +1,968 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $1.3M | 54,399 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PFIG?
34 institutional managers reported holding PFIG in Form 13F filings for June 30, 2026, worth $87.5M in total. The largest reported position was held by Bank of New York Mellon Corp, at $30.2M.
Did institutions buy or sell PFIG last quarter?
Reported 13F value rose 4.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PFIG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.