
Invesco Fundamental Investment Grade Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $60.7M. Bank of New York Mellon Corp is the largest holder with a position valued at $27.6M.
Overview of institutional ownership in PFIG as of Q3 2025
Institutions with the largest positions in PFIG as of Q3 2025
| Institution | Position Value |
|---|---|
Bank of New York Mellon Corp Institution | $27.6M 0.00% of portfolio |
L LPL Financial LLC Institution | $9.0M 0.00% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $6.6M 0.00% of portfolio |
BB&T CORP Institution | $4.0M 0.01% of portfolio |
Prairiewood Capital, LLC RIA/Wealth | $1.7M 0.55% of portfolio |
Equitable Holdings, Inc. Institution | $1.5M 0.01% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $1.3M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $1.1M 0.00% of portfolio |
Breakwater Capital Group RIA/Wealth | $1.1M 0.16% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $875.7K 0.00% of portfolio |
Institutional buying and selling activity for PFIG in Q3 2025
| Institution | Net Bought |
|---|---|
AMERIPRISE FINANCIAL INC Institution | +$533.7K +22.1K shares |
Nikulski Financial, Inc. RIA/Wealth | +$320.3K +13.2K shares |
Cetera Investment Advisers RIA/Wealth | +$320.0K +13.2K shares |
Bank of New York Mellon Corp Institution | +$204.3K +8.4K shares |
BB&T CORP Institution | +$191.5K +7.9K shares |
Breakwater Capital Group RIA/Wealth | +$137.2K +5.7K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$98.5K +4.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$85.8K +3.5K shares |
L LPL Financial LLC Institution | +$68.9K +2.8K shares |
MORGAN STANLEY RIA/Wealth | +$30.7K +1.3K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$940.0K −38.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$675.3K −28.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$468.4K −19.3K shares |
JPMORGAN CHASE & CO Institution | −$375.0K −15.6K shares |
Equitable Holdings, Inc. Institution | −$57.7K −2.4K shares |
−$49.2K −2.0K shares | |
Goss Wealth Management LLC RIA/Wealth | −$28.7K −1.2K shares |
I Insight Advisors, LLC/ PA RIA/Wealth | −$13.3K −550.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$6.0K −249.0 shares |
Kestra Advisory Services, LLC RIA/Wealth | −$3.9K −161.0 shares |
Institutions that initiated new positions or completely exited PFIG in Q3 2025
| Institution | Position Value |
|---|---|
| No new positions found | |
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $675.3K 28.1K shares |
JPMORGAN CHASE & CO Institution | $375.0K 15.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.0K 249.0 shares |
FMR LLC Institution | $24.0 1.0 shares |
Institutions with the largest Call and Put options positions in PFIG as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PFIG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Prairiewood Capital, LLC RIA/Wealth | 0.55% $1.7M |
Copia Wealth Management RIA/Wealth | 0.32% $414.7K |
Nikulski Financial, Inc. RIA/Wealth | 0.17% $662.4K |
Breakwater Capital Group RIA/Wealth | 0.16% $1.1M |
I Insight Advisors, LLC/ PA RIA/Wealth | 0.11% $702.4K |
Hobbs Group Advisors, LLC RIA/Wealth | 0.11% $283.2K |
0.02% $232.8K | |
Equitable Holdings, Inc. Institution | 0.01% $1.5M |
BB&T CORP Institution | 0.01% $4.0M |
Bank of New York Mellon Corp Institution | 0.00% $27.6M |
We use cookies for analytics. See our Privacy and Cookie Policy.