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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.55 +0.10 (+0.87%)
Closing price 04:10 PM Eastern
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$11.56 +0.00 (+0.04%)
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Institutional Ownership Changes (13F Filings) for Invesco Preferred ETF (NYSEARCA:PGX)

Current
Institutional Ownership
Percentage
8.60%
Number of
Institutional Buyers
(last 12 months)
259
Total
Institutional Inflows
(last 12 months)
$661.24M
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$322.05M
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PGX Institutional Buying and Selling by Quarter

Invesco Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2025 North Dallas Bank & Trust Co.19,250$214K0.2%N/A0.006%
8/19/2025 Marex Group plc12,000$134K0.0%N/A0.004%
8/18/2025 Geneos Wealth Management Inc.373,775$4.16M0.1%-0.6%0.110%
8/15/2025 Corient Private Wealth LLC24,112$268K0.0%-80.4%0.007%
8/15/2025 Captrust Financial Advisors84,548$941K0.0%+10.1%0.025%
8/15/2025 Orion Porfolio Solutions LLC166,514$1.85M0.0%-5.6%0.049%
8/15/2025 MML Investors Services LLC215,421$2.40M0.0%-46.0%0.063%
8/15/2025 Modern Wealth Management LLC25,839$288K0.0%+5.5%0.008%
8/15/2025 Hilton Capital Management LLC48,286$537K0.0%-67.6%0.014%
8/15/2025 IHT Wealth Management LLC25,425$283K0.0%-17.8%0.007%
8/15/2025 Bluefin Capital Management LLC400,000$4.45M3.4%+1,928.5%0.118%
8/15/2025 Bank of America Corp DE64,640,088$719.44M0.1%-3.0%19.031%
8/15/2025 Ameriprise Financial Inc.4,898,208$54.41M0.0%-3.8%1.442%
8/14/2025 Camarda Financial Advisors LLC24,560$273K0.1%+36.5%0.007%
8/14/2025 Ausdal Financial Partners Inc.31,716$353K0.0%-51.3%0.009%
8/14/2025 Raymond James Financial Inc.2,706,998$30.13M0.0%-2.3%0.797%
8/14/2025 NewEdge Advisors LLC113,327$1.26M0.0%-22.9%0.033%
8/14/2025 Qube Research & Technologies Ltd61,020$679K0.0%N/A0.018%
8/14/2025 Baker Avenue Asset Management LP251,292$2.80M0.1%+0.8%0.074%
8/14/2025 Cary Street Partners Financial LLC1,034,211$11.51M0.3%+739.4%0.304%
8/13/2025 Gateway Wealth Partners LLC10,909$121K0.0%-84.2%0.003%
8/13/2025 Baird Financial Group Inc.170,060$1.89M0.0%-2.5%0.050%
8/13/2025 First Trust Advisors LP3,379,539$37.61M0.0%-53.4%0.995%
8/13/2025 Guggenheim Capital LLC151,817$1.69M0.0%+5.6%0.045%
8/13/2025 Invesco Ltd.112,606$1.25M0.0%+1.5%0.033%
8/13/2025 Twin Peaks Wealth Advisors LLC3,897$44K0.0%N/A0.001%
8/13/2025 WCG Wealth Advisors LLC38,342$427K0.0%N/A0.011%
8/13/2025 Everstar Asset Management LLC40,092$446K0.3%-5.4%0.012%
8/13/2025 VestGen Advisors LLC15,665$174K0.0%-35.9%0.005%
8/13/2025 Lido Advisors LLC55,268$615K0.0%+14.8%0.016%
8/13/2025 Balanced Wealth Group LLC31,961$362K0.2%+141.1%0.009%
8/13/2025 Level Four Advisory Services LLC32,686$364K0.0%-18.0%0.010%
8/13/2025 Northwestern Mutual Wealth Management Co.43,127$480K0.0%-17.7%0.013%
8/13/2025 Crabel Capital Management LLC31,691$353K0.2%N/A0.009%
8/13/2025 Choreo LLC10,026$112K0.0%N/A0.003%
8/12/2025 J.W. Cole Advisors Inc.21,803$243K0.0%-19.4%0.006%
8/12/2025 Steward Partners Investment Advisory LLC188,700$2.10M0.0%-63.9%0.056%
8/12/2025 CreativeOne Wealth LLC12,770$142K0.0%N/A0.004%
8/12/2025 Global Retirement Partners LLC300,722$3.35M0.1%N/A0.089%
8/12/2025 Prudential Financial Inc.210,740$2.53M0.0%+4.3%0.062%
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8/12/2025 White Pine Capital LLC197,193$2.20M0.7%+2.1%0.058%
8/12/2025 MAI Capital Management812,895$9.05M0.1%+39.8%0.239%
8/12/2025 JPMorgan Chase & Co.4,139,050$46.07M0.0%+21.4%1.219%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich23,282$259K0.0%-10.0%0.007%
8/12/2025 Weaver Consulting Group12,314$137K0.0%-9.3%0.004%
8/11/2025 Intrepid Financial Planning Group LLC840,224$9.35M3.9%-1.7%0.247%
8/11/2025 Wealthspire Advisors LLC48,536$540K0.0%-11.9%0.014%
8/11/2025 MainStreet Investment Advisors LLC20,518$228K0.0%N/A0.006%
8/11/2025 Western Wealth Management LLC17,926$200K0.0%-8.7%0.005%
8/8/2025 Rockefeller Capital Management L.P.519,399$5.78M0.0%-39.8%0.150%
8/8/2025 Kingsview Wealth Management LLC72,941$812K0.0%-10.1%0.021%
8/8/2025 Glaxis Capital Management LLC100,000$1.11M1.5%-4.8%0.029%
8/8/2025 Cetera Investment Advisers390,385$4.35M0.0%-5.2%0.113%
8/8/2025 Creative Planning869,625$9.68M0.0%+2.4%0.252%
8/8/2025 SG Americas Securities LLC182,300$2.03M0.0%N/A0.053%
8/8/2025 Foundations Investment Advisors LLC25,571$285K0.0%N/A0.007%
8/8/2025 Spectrum Asset Management Inc.4,669,495$51.97M79.3%+28.4%1.352%
8/8/2025 Clearstead Trust LLC2,851$32K0.0%N/A0.001%
8/8/2025 Good Life Advisors LLC31,647$352K0.0%-5.2%0.009%
8/7/2025 Cascade Financial Partners LLC203,478$2.27M0.3%-18.1%0.059%
8/7/2025 CENTRAL TRUST Co13,539$151K0.0%-13.7%0.004%
8/7/2025 Blackston Financial Advisory Group LLC10,936$122K0.1%-26.2%0.003%
8/7/2025 Ibex Wealth Advisors131,620$1.47M0.2%+2.3%0.038%
8/7/2025 Allworth Financial LP2,848,588$31.71M0.2%+8.4%0.825%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC14,389$160K0.0%-6.5%0.004%
8/6/2025 Prospera Financial Services Inc39,723$442K0.0%+5.5%0.012%
8/6/2025 AE Wealth Management LLC16,119$179K0.0%-80.1%0.005%
8/6/2025 KCM Investment Advisors LLC272,722$3.04M0.1%-3.9%0.079%
8/6/2025 Savant Capital LLC13,900$155K0.0%N/A0.004%
8/5/2025 Fourth Dimension Wealth LLC7,086$79K0.0%-21.2%0.002%
8/5/2025 GPS Wealth Strategies Group LLC23,526$262K0.0%-4.6%0.007%
8/5/2025 NewSquare Capital LLC142,689$1.59M0.1%+28.5%0.041%
8/5/2025 Prosperity Consulting Group LLC82,640$920K0.1%-3.9%0.024%
8/5/2025 Huntington National Bank1,338,813$14.90M0.1%-6.0%0.388%
8/5/2025 Transatlantique Private Wealth LLC183,385$2.04M0.8%+2.9%0.053%
8/5/2025 Bank of Montreal Can810,834$9.03M0.0%-8.8%0.235%
8/5/2025 Sigma Planning Corp30,749$342K0.0%-63.2%0.009%
8/5/2025 Gould Asset Management LLC CA80,060$891K0.2%+3.7%0.023%
8/4/2025 Simon Quick Advisors LLC56,602$630K0.0%N/A0.016%
8/4/2025 Field & Main Bank412,187$4.59M1.5%+4.5%0.119%
8/4/2025 Noesis Capital Mangement Corp407,975$4.54M0.8%-7.0%0.118%
8/4/2025 MeadowBrook Investment Advisors LLC39,862$444K0.4%-5.7%0.012%
8/4/2025 HBK Sorce Advisory LLC186,413$2.08M0.1%-3.2%0.054%
8/4/2025 Buck Wealth Strategies LLC174,938$1.95M0.3%+55.1%0.051%
8/4/2025 World Investment Advisors197,073$2.19M0.0%-6.4%0.057%
8/4/2025 Flagship Harbor Advisors LLC36,493$406K0.0%-34.1%0.011%
8/4/2025 Daymark Wealth Partners LLC30,799$343K0.0%+12.0%0.009%
8/1/2025 Motco3,400$39K0.0%N/A0.001%
8/1/2025 Advisory Alpha LLC56,383$628K0.0%-4.4%0.016%
8/1/2025 Transcend Capital Advisors LLC27,827$310K0.0%+9.5%0.008%
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8/1/2025 Bessemer Group Inc.3,483,513$38.77M0.1%+0.0%1.009%
8/1/2025 Envestnet Asset Management Inc.790,888$8.80M0.0%-2.5%0.229%
7/31/2025 Focus Partners Advisor Solutions LLC10,776$120K0.0%-15.6%0.003%
7/30/2025 Brookstone Capital Management43,925$489K0.0%-7.0%0.013%
7/30/2025 D.A. Davidson & CO.70,572$785K0.0%-4.5%0.020%
7/30/2025 Greenup Street Wealth Management LLC58,258$648K0.1%+4.2%0.017%
7/29/2025 Stephens Inc. AR195,090$2.17M0.0%+7.3%0.056%
7/29/2025 Madison Wealth Partners Inc70,395$783K0.2%-21.9%0.020%
7/29/2025 Stratos Wealth Partners LTD.73,834$822K0.0%-11.8%0.021%
7/29/2025 Private Trust Co. NA40,059$446K0.0%-4.4%0.012%
(Data available from 1/1/2016 forward)

PGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGX shares?

During the previous two years, 486 institutional investors and hedge funds held shares of Invesco Preferred ETF. The most heavily invested institutionals were Bank of America Corp DE ($719.44M), Wells Fargo & Company MN ($185.48M), LPL Financial LLC ($170.47M), Cohen & Steers Inc. ($57.60M), Ameriprise Financial Inc. ($54.41M), UBS Group AG ($52.86M), and Spectrum Asset Management Inc. ($51.97M).Learn more on Invesco Preferred ETF's institutional investors.

What percentage of Invesco Preferred ETF's stock is owned by institutional investors?

8.60% of Invesco Preferred ETF's stock is owned by institutional investors. Learn more on PGX's institutional investor holdings.

Which institutional investors have been buying Invesco Preferred ETF's stock?

Of the 363 institutional investors that purchased Invesco Preferred ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cohen & Steers Inc. ($11.70M), First Trust Advisors LP ($9.61M), Bank of America Corp DE ($8.21M), Raymond James Financial Inc. ($5.33M), LPL Financial LLC ($5.17M), Spectrum Asset Management Inc. ($4.45M), and JPMorgan Chase & Co. ($3.84M).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 57,324,668 shares in the last 24 months. This purchase volume represents approximately $661.24M in transactions.

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

Of the 232 institutional investors that sold Invesco Preferred ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($3.87M), Apollon Wealth Management LLC ($2.41M), Spectrum Asset Management Inc. ($2.14M), Bank of America Corp DE ($2.01M), Advisors Management Group Inc. ADV ($1.27M), Iowa State Bank ($1.25M), and Allworth Financial LP ($1.08M).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 28,182,900 shares in the last 24 months. This volume of shares sold represents approximately $322.05M in transactions.


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This page (NYSEARCA:PGX) was last updated on 8/22/2025 by MarketBeat.com Staff
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