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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$10.84 -0.01 (-0.09%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Preferred ETF (NYSEARCA:PGX)

Number of
Institutional Buyers
(last 12 months)
231
Total
Institutional Inflows
(last 12 months)
$659.25M
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$191.23M
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PGX Institutional Buying and Selling by Quarter

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Invesco Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Balanced Wealth Group LLC13,257$149K0.1%-67.6%0.004%
4/15/2025First United Bank & Trust5,315$60K0.0%-67.7%0.001%
4/15/2025GPS Wealth Strategies Group LLC24,661$277K0.0%-23.5%0.007%
4/15/2025Fiduciary Advisors Inc.137,741$1.55M1.5%+1.3%0.037%
4/15/2025Curbstone Financial Management Corp21,470$241K0.1%N/A0.006%
4/15/2025Integrated Advisors Network LLC23,811$267K0.0%N/A0.006%
4/15/2025Sanibel Captiva Trust Company Inc.191,025$2.14M0.1%-4.1%0.052%
4/15/2025Ibex Wealth Advisors128,617$1.44M0.2%-4.2%0.035%
4/15/2025 GAMMA Investing LLC35,246$395K0.0%+27.3%0.010%
4/14/2025 Northstar Advisory Group LLC32,333$363K0.2%+3.4%0.009%
4/14/2025 Farther Finance Advisors LLC26,802$302K0.0%+1,730.7%0.007%
4/14/2025 Daymark Wealth Partners LLC27,510$309K0.0%-81.0%0.007%
4/14/2025 NewSquare Capital LLC111,046$1.25M0.1%+32.6%0.030%
4/14/2025 BCS Wealth Management17,587$197K0.1%-29.8%0.005%
4/14/2025 OLD National Bancorp IN51,923$583K0.0%-6.6%0.014%
4/14/2025 RDA Financial Network18,605$209K0.1%-7.5%0.005%
4/11/2025 Piscataqua Savings Bank3,211$36K0.0%-29.1%0.001%
4/11/2025 Joule Financial LLC12,229$137K0.0%-29.7%0.003%
4/11/2025 Independence Bank of Kentucky39,235$440K0.1%-14.3%0.011%
4/11/2025 Butensky & Cohen Financial Security Inc.66,521$746K0.2%-4.5%0.018%
4/11/2025 StoneCrest Wealth Management Inc.165,349$1.86M1.2%-11.7%0.045%
4/11/2025 Pines Wealth Management LLC33,706$368K0.2%+11.2%0.009%
4/11/2025 Edge Wealth Management LLC30,145$338K0.1%+7.9%0.008%
4/10/2025 Charles Schwab Trust Co113,238$1.27M0.1%-15.3%0.031%
4/10/2025 Accel Wealth Management49,727$558K0.2%-9.6%0.013%
4/9/2025 RFG Advisory LLC550,221$6.17M0.2%+12.7%0.148%
4/9/2025 Merit Financial Group LLC13,085$147K0.0%-36.9%0.004%
4/9/2025 Shulman DeMeo Asset Management LLC106,253$1.19M0.3%-0.9%0.029%
4/9/2025 NBC Securities Inc.35,247$395K0.0%+110,046.9%0.010%
4/9/2025 Iowa State Bank101,415$1.14M0.2%-90.9%0.027%
4/8/2025 Investors Research Corp443,852$4.98M1.1%+12.1%0.120%
4/7/2025 GAMMA Investing LLC395,460$44.37M0.0%+1,328.8%0.107%
4/4/2025 Legacy Private Trust Co.22,405$251K0.0%N/A0.006%
4/3/2025 First Hawaiian Bank225,419$2.53M0.2%-25.2%0.061%
4/1/2025 MassMutual Private Wealth & Trust FSB60,819$682K0.0%+42.7%0.016%
3/17/2025Wealth Enhancement Advisory Services LLC524,158$6.04M0.0%+257.0%0.142%
3/12/2025Centaurus Financial Inc.13,716$158K0.0%N/A0.004%
2/25/2025B. Riley Wealth Advisors Inc.12,458$144K0.0%-39.5%0.003%
2/25/2025Shufro Rose & Co. LLC59,477$686K0.1%-28.4%0.016%
2/24/2025Ameriflex Group Inc.7,850$91K0.0%N/A0.002%
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2/22/2025American Trust24,193$279K0.0%N/A0.006%
2/21/2025 Perennial Advisors LLC20,852$240K0.1%N/A0.006%
2/18/2025Fourth Dimension Wealth LLC9,061$104K0.1%N/A0.002%
2/17/2025TrinityPoint Wealth LLC19,335$223K0.0%-18.9%0.005%
2/17/2025Shepherd Kaplan Krochuk LLC151,129$1.74M1.5%-8.1%0.040%
2/17/2025Royal Bank of Canada3,856,482$44.47M0.0%+3.3%1.029%
2/17/2025Main Street Group LTD4,719$54K0.0%-34.3%0.001%
2/17/2025MainStreet Investment Advisors LLC22,872$264K0.0%+7.5%0.006%
2/17/2025Gotham Asset Management LLC122,392$1.41M0.0%+8.7%0.033%
2/17/2025Focus Partners Wealth379,500$4.38M0.0%+355.4%0.101%
2/17/2025FWL Investment Management LLC10,000$115K0.0%N/A0.003%
2/17/2025EP Wealth Advisors LLC12,061$139K0.0%N/A0.003%
2/17/2025CoreCap Advisors LLC249,073$2.87M0.1%+5.2%0.066%
2/17/2025Cetera Investment Advisers389,970$4.50M0.0%-22.2%0.104%
2/17/2025Blue Capital Inc.100,029$1.15M0.8%N/A0.027%
2/17/2025Captrust Financial Advisors86,727$1M0.0%-1.4%0.023%
2/17/2025Cary Street Partners Financial LLC132,460$1.53M0.0%N/A0.035%
2/17/2025Baird Financial Group Inc.181,919$2.10M0.0%+2.6%0.049%
2/17/2025Baker Avenue Asset Management LP412,585$4.76M0.1%+81.9%0.110%
2/17/2025Bank of America Corp DE63,414,625$731.17M0.1%+14.9%16.929%
2/17/2025Ameriprise Financial Inc.5,492,296$63.29M0.0%-3.3%1.466%
2/14/2025Mercer Global Advisors Inc. ADV381,138$4.40M0.0%+143.7%0.102%
2/14/2025Jane Street Group LLC149,181$1.72M0.0%+97.8%0.040%
2/14/2025Comerica Bank240,307$2.77M0.0%+50.3%0.064%
2/14/2025Lido Advisors LLC53,348$615K0.0%+2.9%0.014%
2/14/2025Tudor Investment Corp ET AL95,296$1.10M0.0%N/A0.025%
2/14/2025Prosperity Consulting Group LLC86,420$996K0.1%+11.2%0.023%
2/14/2025Arkos Global Advisors620,346$7.15M1.0%-6.1%0.166%
2/14/2025UP Strategic Wealth Investment Advisors LLC11,764$136K0.1%-17.0%0.003%
2/14/2025Two Sigma Securities LLC22,116$255K0.0%N/A0.006%
2/14/2025Integrated Wealth Concepts LLC395,118$4.56M0.1%+2.1%0.105%
2/14/2025Susquehanna International Group LLP288,361$3.33M0.0%-69.7%0.077%
2/14/2025IHT Wealth Management LLC31,166$359K0.0%+87.6%0.008%
2/14/2025Stifel Financial Corp651,076$7.51M0.0%-31.6%0.174%
2/14/2025Tower Research Capital LLC TRC 3,940$45K0.0%+52.7%0.001%
2/14/2025MML Investors Services LLC497,337$5.73M0.0%+3.0%0.133%
2/14/2025First Trust Advisors LP9,605,231$110.75M0.1%N/A2.564%
2/14/2025Balanced Rock Investment Advisors LLC11,686$135K0.1%-34.3%0.003%
2/13/2025Strategic Investment Solutions Inc. IL4,027$46K0.0%+42.0%0.001%
2/13/2025Marshall Wace LLP864,365$9.97M0.0%-9.2%0.231%
2/13/2025NewEdge Advisors LLC142,846$1.65M0.0%+6.5%0.038%
2/13/2025Guggenheim Capital LLC145,771$1.68M0.0%+5.0%0.039%
2/13/2025Mariner LLC168,971$1.95M0.0%-15.7%0.045%
2/13/2025Cohen & Steers Inc.4,995,724$57.60M0.1%+2,643,140.2%1.334%
2/13/2025Barclays PLC3,000$35K0.0%-99.5%0.001%
2/13/2025Synovus Financial Corp10,295$119K0.0%-8.0%0.003%
2/13/2025Townsquare Capital LLC10,216$118K0.0%-54.2%0.003%
2/13/2025Rockefeller Capital Management L.P.520,306$6.00M0.0%+3.6%0.139%
2/13/2025Raymond James Financial Inc.2,561,750$29.54M0.0%N/A0.684%
2/13/2025Texas Yale Capital Corp.13,100$151K0.0%N/A0.003%
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2/13/2025Advisory Services Network LLC24,249$280K0.0%+53.9%0.006%
2/13/2025Bernard Wealth Management Corp.2,182$26K0.0%N/A0.001%
2/13/2025Invesco Ltd.119,352$1.38M0.0%-6.5%0.032%
2/13/2025Bank of Montreal Can1,003,531$11.57M0.0%-0.4%0.268%
2/13/2025Cerity Partners LLC124,871$1.44M0.0%+5.5%0.033%
2/13/2025Envestnet Asset Management Inc.952,310$10.98M0.0%-7.0%0.254%
2/13/2025Wedbush Securities Inc.10,050$116K0.0%N/A0.003%
2/13/2025Perennial Investment Advisors LLC36,354$419K0.0%+8.1%0.010%
2/13/2025KCM Investment Advisors LLC343,614$3.96M0.1%-4.3%0.092%
2/13/2025Wells Fargo & Company MN16,086,648$185.48M0.0%+9.5%4.294%
(Data available from 1/1/2016 forward)

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PGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGX shares?

During the previous two years, 509 institutional investors and hedge funds held shares of Invesco Preferred ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($20.16B), Bank of America Corp DE ($731.17M), Wells Fargo & Company MN ($185.48M), LPL Financial LLC ($169.56M), First Trust Advisors LP ($110.75M), Spectrum Asset Management Inc. ($66.55M), and Ameriprise Financial Inc. ($63.29M).Learn more on PGX's institutional investors.

Which institutional investors have been buying Invesco Preferred ETF stock?

Of the 388 institutional investors that purchased Invesco Preferred ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($28.71M), Cohen & Steers Inc. ($12.39M), LPL Financial LLC ($11.78M), First Trust Advisors LP ($9.61M), Bank of America Corp DE ($8.21M), Raymond James Financial Inc. ($5.12M), and Bessemer Group Inc. ($5.09M).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 138,384,084 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

Which Invesco Preferred ETF major shareholders have been selling company stock?

Of the 317 institutional investors that sold Invesco Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($4.97M), Stonebridge Advisors LLC ($4.62M), Allworth Financial LP ($2.38M), Apollon Wealth Management LLC ($2.11M), Iowa State Bank ($1.38M), Ameriprise Financial Inc. ($1.32M), and Janney Montgomery Scott LLC ($1.07M).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 41,094,920 shares in the last 24 months. This volume of shares sold represents approximately $473.74M in transactions.


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This page (NYSEARCA:PGX) was last updated on 4/15/2025 by MarketBeat.com Staff
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