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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.30 -0.03 (-0.26%)
Closing price 08/1/2025 04:10 PM Eastern
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$11.29 -0.01 (-0.09%)
As of 08/1/2025 07:19 PM Eastern
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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)
248
Total
Institutional Inflows
(last 12 months)
$637.28M
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$238.32M
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PGX Institutional Buying and Selling by Quarter

Invesco Preferred ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Motco3,400$39K0.0%N/A0.001%
8/1/2025Advisory Alpha LLC56,383$628K0.0%-4.4%0.016%
8/1/2025Transcend Capital Advisors LLC27,827$310K0.0%+9.5%0.008%
8/1/2025Bessemer Group Inc.3,483,513$38.77M0.1%+0.0%1.009%
8/1/2025Envestnet 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%
7/29/2025 Portland Financial Advisors Inc27,640$308K0.7%-3.6%0.008%
7/28/2025 RFG Advisory LLC168,236$1.87M0.0%-69.4%0.049%
7/25/2025 Atria Wealth Solutions Inc.22,357$249K0.0%-55.2%0.006%
7/25/2025 Sequoia Financial Advisors LLC70,791$788K0.0%-12.1%0.020%
7/25/2025 Lion Street Advisors LLC38,526$429K0.1%-6.1%0.011%
7/25/2025 CWM LLC36,832$410K0.0%+17.0%0.011%
7/25/2025 Concurrent Investment Advisors LLC60,368$672K0.0%+9.6%0.017%
7/25/2025 Apollon Wealth Management LLC25,063$279K0.0%-14.8%0.007%
7/24/2025 Etesian Wealth Advisors Inc.65,967$734K0.3%-11.7%0.019%
7/24/2025 Coordinated Financial Services Inc.11,674$130K0.1%N/A0.003%
7/24/2025 IFP Advisors Inc197,955$2.20M0.1%+2.3%0.057%
7/24/2025 Blair William & Co. IL363,558$4.05M0.0%-5.5%0.105%
7/23/2025 Sax Wealth Advisors LLC17,509$195K0.0%-8.1%0.005%
7/23/2025 Kingswood Wealth Advisors LLC12,675$141K0.0%-73.4%0.004%
7/22/2025 Iowa State Bank65,062$724K0.1%-35.8%0.019%
7/22/2025 Belpointe Asset Management LLC27,802$309K0.0%-47.7%0.008%
7/22/2025 Plimoth Trust Co. LLC453,260$5.05M1.2%+6.1%0.130%
7/22/2025 OLD National Bancorp IN48,574$541K0.0%-6.4%0.014%
7/22/2025 Wealthcare Advisory Partners LLC36,440$406K0.0%+7.5%0.010%
7/22/2025 Accel Wealth Management42,742$476K0.2%-14.0%0.012%
7/22/2025 Checchi Capital Advisers LLC1,457,054$16.22M0.9%+4.5%0.417%
7/21/2025 Ameritas Advisory Services LLC25,687$286K0.0%-10.0%0.007%
7/21/2025 Crews Bank & Trust40,780$454K0.1%+2.5%0.012%
7/21/2025 Patriot Financial Group Insurance Agency LLC14,823$165K0.0%-13.9%0.004%
7/21/2025 First National Bank & Trust Co. of Newtown645,312$7.18M1.4%-0.6%0.185%
7/18/2025 Madrona Financial Services LLC24,846$277K0.1%+6.6%0.007%
7/18/2025 Rogco LP3,805$42K0.0%-69.8%0.001%
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7/18/2025 Consolidated Portfolio Review Corp17,850$199K0.0%-5.3%0.005%
7/18/2025 O ROURKE & COMPANY Inc11,420$127K0.1%N/A0.003%
7/18/2025 Truist Financial Corp535,948$5.97M0.0%+0.9%0.154%
7/18/2025 First United Bank & Trust4,060$45K0.0%-23.6%0.001%
7/17/2025 Capital Investment Advisors LLC31,121$346K0.0%+75.5%0.009%
7/17/2025 Janney Montgomery Scott LLC531,518$5.92M0.0%+8.6%0.152%
7/17/2025 Albion Financial Group UT161,347$1.80M0.1%-2.3%0.046%
7/17/2025 Fiduciary Advisors Inc.141,247$1.57M1.4%+2.5%0.040%
7/17/2025 Sound Income Strategies LLC461,867$5.14M0.3%-1.0%0.132%
7/17/2025 Independence Bank of Kentucky34,710$386K0.1%-11.5%0.010%
7/17/2025 Wagner Wealth Management LLC61,042$679K0.2%-5.8%0.017%
7/17/2025 Stone Summit Wealth LLC50,700$564K0.2%+6.2%0.014%
7/17/2025 Charles Schwab Trust Co244,667$2.72M0.2%+116.1%0.070%
7/17/2025 KG&L Capital Management LLC205,191$2.28M0.7%-2.6%0.059%
7/16/2025 Prairiewood Capital LLC616,576$6.86M2.5%+0.2%0.176%
7/16/2025 Independent Wealth Network Inc.103,248$1.15M0.4%+2.1%0.029%
7/16/2025 Advisors Management Group Inc. ADV14,404$160K0.0%-9.5%0.004%
7/16/2025 Perigon Wealth Management LLC26,812$298K0.0%+10.1%0.008%
7/16/2025 Leading Edge Financial Planning LLC13,827$154K0.0%N/A0.004%
7/15/2025 McAdam LLC471,310$5.25M0.3%-3.4%0.135%
7/15/2025 Christensen King & Associates Investment Services Inc.55,874$622K0.3%+24.6%0.016%
7/14/2025 Wealth Advisory Solutions LLC71,608$797K0.2%+25.3%0.020%
7/14/2025 Gries Financial LLC15,823$176K0.0%-62.2%0.005%
7/14/2025 GAMMA Investing LLC8,255$92K0.0%-76.6%0.002%
7/14/2025 S.A. Mason LLC9,930$111K0.1%+21.8%0.003%
7/14/2025 Flagstar Advisors Inc.10,430$116K0.0%-85.3%0.003%
7/14/2025 Abound Wealth Management2,972$33K0.0%N/A0.001%
7/14/2025 Park Avenue Securities LLC37,754$420K0.0%N/A0.011%
7/14/2025 Sowell Financial Services LLC25,250$281K0.0%-68.4%0.007%
7/11/2025 Coastwise Capital Group LLC53,988$601K0.5%-5.3%0.015%
7/11/2025 First PREMIER Bank255,975$2.85M0.7%-3.3%0.073%
7/11/2025 Farther Finance Advisors LLC24,085$268K0.0%-10.1%0.007%
7/11/2025 Silver Oak Securities Incorporated14,512$162K0.0%-7.2%0.004%
7/11/2025 Butensky & Cohen Financial Security Inc.56,459$628K0.2%-15.1%0.016%
7/10/2025 Exchange Traded Concepts LLC446,029$4.96M0.1%N/A0.127%
7/10/2025 Wealth Enhancement Advisory Services LLC464,815$5.24M0.0%-7.6%0.132%
7/9/2025 Pines Wealth Management LLC36,076$407K0.1%+7.0%0.010%
7/9/2025 Bank of New Hampshire9,200$102K0.0%-14.8%0.003%
7/9/2025 MassMutual Private Wealth & Trust FSB70,093$780K0.0%+15.2%0.020%
7/8/2025 Legacy Private Trust Co.20,700$230K0.0%-7.6%0.006%
7/7/2025 Investors Research Corp481,270$5.36M1.1%+8.4%0.137%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.5,430$60K0.0%+94.4%0.002%
7/7/2025 Aletheian Wealth Advisors LLC55,082$613K0.3%+18.7%0.016%
7/3/2025 First Hawaiian Bank222,207$2.47M0.3%-1.4%0.064%
6/4/2025 First Hawaiian Bank225,419$2.53M0.1%-25.2%0.063%
6/2/2025Modern Wealth Management LLC24,490$275K0.0%+9.8%0.007%
5/21/2025 McAdam LLC487,953$5.48M0.3%-16.2%0.136%
5/21/2025Geneos Wealth Management Inc.376,110$4.22M0.1%+0.5%0.105%
5/21/2025Bluefin Capital Management LLC19,719$221K0.2%N/A0.005%
5/20/2025 Belpointe Asset Management LLC53,149$596K0.0%+120.7%0.015%
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5/20/2025 Fortis Capital Advisors LLC25,347$284K0.1%N/A0.007%
5/20/2025Focus Partners Wealth357,673$4.01M0.0%-5.8%0.099%
5/19/2025Jane Street Group LLC420,120$4.71M0.0%+181.6%0.117%
5/19/2025Advisory Alpha LLC58,983$662K0.0%-56.2%0.016%
5/16/2025 Wilson & Boucher Capital Management LLC23,400$263K0.2%-4.1%0.007%
5/16/2025Goldman Sachs Group Inc.1,874,427$21.03M0.0%+57.4%0.540%
5/16/2025Jones Financial Companies Lllp4,055$45K0.0%-96.7%0.001%
5/16/2025Coordinated Financial Services Inc. CO11,334$127K0.1%N/A0.003%
5/16/2025NewEdge Advisors LLC146,932$1.65M0.0%+2.9%0.041%
5/16/2025Integrated Wealth Concepts LLC399,728$4.49M0.1%+1.2%0.111%
(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, 480 institutional investors and hedge funds held shares of Invesco Preferred ETF. The most heavily invested institutionals were Bank of America Corp DE ($731.17M), Wells Fargo & Company MN ($185.48M), LPL Financial LLC ($170.47M), First Trust Advisors LP ($110.75M), Cohen & Steers Inc. ($57.60M), Ameriprise Financial Inc. ($57.09M), and UBS Group AG ($52.86M).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 357 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. ($12.39M), First Trust Advisors LP ($9.61M), Bank of America Corp DE ($8.21M), Raymond James Financial Inc. ($5.33M), LPL Financial LLC ($5.17M), Bessemer Group Inc. ($5.09M), and Spectrum Asset Management Inc. ($3.41M).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 55,086,599 shares in the last 24 months. This purchase volume represents approximately $637.28M in transactions.

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

Of the 217 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: Apollon Wealth Management LLC ($2.41M), Spectrum Asset Management Inc. ($2.14M), Advisors Management Group Inc. ADV ($1.27M), Iowa State Bank ($1.25M), Allworth Financial LP ($1.08M), LPL Financial LLC ($770.24K), and Principal Financial Group Inc. ($666.26K).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 20,647,632 shares in the last 24 months. This volume of shares sold represents approximately $238.32M in transactions.



This page (NYSEARCA:PGX) was last updated on 8/2/2025 by MarketBeat.com Staff
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