PFIG

Invesco Fundamental Investme

+$14.1M

Net Activity

Institutions Holding

31

Popularity Rank

#7178

Avg Weight

0.05%

Total Value

$83.9M

Ownership Trend

31 institutions currently hold PFIG, with 21 net buyers and 10 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

10

Net Buying Institutions

21

Key Holders

Key Holders

Top 5 by Value

BO
Bank of New York Mellon Corp
$30.4M
AF
Ameriprise Financial INC
$13.0M
LF
LPL Financial LLC
$12.7M
AW
Arkadios Wealth Advisors
$6.7M
TF
Truist Financial CORP
$6.4M

Top 5 by Conviction

NF
Nikulski Financial, Inc.
0.66%
CW
Copia Wealth Management
0.24%
EA
Eclectic Associates INC /adv
0.21%
IA
Insight Advisors, LLC/ PA
0.14%
AW
Arkadios Wealth Advisors
0.11%
View all 31 holding institutions

Quarterly Activity

Recent Activity

+$80.6M

Total Buy Value

$5.9M

Total Sell Value

New buy2
Trim5
Add19
Sold out5

21

Net Buyers

10

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO FUNDAMENTAL INVESTME (PFIG)?
Major stakeholders currently include Bank of New York Mellon Corp ($30.4M), Ameriprise Financial INC ($13.0M), LPL Financial LLC ($12.7M). Based on the latest 13F filings, there are a total of 31 tracked investment funds and institutions maintaining positions in PFIG.
What is the overall institutional sentiment toward PFIG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $14.1M, driven by 21 managers accumulating shares while 10 reduced their exposure.
Which institutions have been selling or reducing their PFIG positions?
In the latest period, 5 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $5.9M.
Are there any notable investors adding PFIG to their portfolios?
Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 19 existing holders added to their shares. The total reported buy value for the quarter amounted to $80.6M.

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