Invesco Fundamental Investme ETF (PFIG): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of PFIG (all 13F filers)
- Bank of New York Mellon1.3 MBank or trading desk−953
- LPL Financial564 KWealth adviser+35 K
- Arkadios Wealth Advisors446 KWealth adviser+166 K
- Ameriprise Financial401 KWealth adviser−142 K
- Truist Financial265 KBank or trading desk0
- Nikulski Financial116 KType not verified+5,165
- Eclectic Associates70 KType not verified+5,961
- Jones Financial Companies Lllp70 KWealth adviser+3,840
- Cetera Investment Advisers57 KWealth adviser+1,968
- Wealth Enhancement Advisory Services54 KWealth adviser+54 K
- Shares
- 1.3 M
- Change
- −953
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- Type
- Bank or trading desk
- Value
- $30.2M
- Shares
- 564 K
- Change
- +35 K
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- Type
- Wealth adviser
- Value
- $13.5M
- Shares
- 446 K
- Change
- +166 K
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- Type
- Wealth adviser
- Value
- $10.7M
- Shares
- 401 K
- Change
- −142 K
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- Type
- Wealth adviser
- Value
- $9.6M
- Shares
- 265 K
- Change
- 0
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- Type
- Bank or trading desk
- Value
- $6.3M
- Nikulski Financial
- Shares
- 116 K
- Change
- +5,165
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- Type
- Type not verified
- Value
- $2.8M
- Eclectic Associates
- Shares
- 70 K
- Change
- +5,961
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- Type
- Type not verified
- Value
- $1.7M
- Shares
- 70 K
- Change
- +3,840
See more
- Type
- Wealth adviser
- Value
- $1.7M
- Shares
- 57 K
- Change
- +1,968
See more
- Type
- Wealth adviser
- Value
- $1.4M
- Shares
- 54 K
- Change
- +54 K
See more
- Type
- Wealth adviser
- Value
- $1.3M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Bank of New York Mellon23.4%13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 22, 2026
- Bank of New York Mellon26%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Jul 29, 2026
- Bank of New York Mellon28%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 29, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗