Invesco Fundamental Investme
$23.64-0.2%
+$3.9M
Net Activity
+4.62% total shares
Institutions Holding
34
Popularity Rank
#7177
Avg Weight
0.04%
Total Value
$87.5M
34 institutions currently hold PFIG, with 17 net buyers and 9 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
9
Net Buying Institutions
17
Top 5 by Value
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Across its top 20 institutional holders, PFIG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 24/100).
PFIG ranks #7177 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
34 institutions disclose a position in PFIG, but none treat it as a major bet — even Nikulski Financial, Inc., its most concentrated holder, allocates just 0.6% of its own portfolio to it.
Arkadios Wealth Advisors has added to its PFIG position for two straight quarters, increasing it by $8.3M to reach $10.7M today.
Equitable Holdings, Inc. has trimmed its PFIG position for two straight quarters, cutting it by $871.6K while still holding $633.4K.
PFIG is down 0.2% today, but institutions show net buying of $3.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$9.6M
Total Buy Value
$4.6M
Total Sell Value
17
Net Buyers
9
Net Sellers
PFIG
Q2 2026
Top 5 Institutional Movers
+$4.0M
-$3.4M
+$1.2M
-$841.3K
PFIG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46138E693
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Access PFIG's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PFIGCLI
npx alphasmo stocks get PFIG