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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.64 +0.06 (+0.52%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco Preferred ETF (NYSEARCA:PGX)

Number of
Institutional Buyers
(last 12 months)
204
Total
Institutional Inflows
(last 12 months)
$300.48M
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$163.04M
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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
12/19/2024 Principal Financial Group Inc.94,686$1.17M0.0%+632.8%0.025%
12/2/2024 Capasso Planning Partners LLC11,838$146K0.0%-39.2%0.003%
11/25/2024 Synovus Financial Corp11,195$138K0.0%N/A0.003%
11/25/2024 Wilmington Savings Fund Society FSB2,525$31K0.0%N/A0.001%
11/25/2024 Sanctuary Advisors LLC547,388$6.54M0.0%+59.3%0.146%
11/21/2024 Tudor Financial Inc.164,065$2.03M1.2%N/A0.044%
11/18/2024 Sunbelt Securities Inc.3,210$40K0.0%-49.4%0.001%
11/15/2024 Barclays PLC555,900$6.87M0.0%+18,430.0%0.148%
11/15/2024 MML Investors Services LLC482,893$5.96M0.0%-7.9%0.129%
11/15/2024 Mosaic Financial Group LLC105,153$1.30M0.9%-1.0%0.028%
11/15/2024 Orion Portfolio Solutions LLC190,834$2.36M0.1%-2.7%0.051%
11/15/2024 Jane Street Group LLC75,421$931K0.0%+85.7%0.020%
11/15/2024 Wolverine Trading LLC260,602$3.24M0.0%+513.6%0.070%
11/15/2024 Stifel Financial Corp951,769$11.75M0.0%+6.8%0.254%
11/15/2024 IHT Wealth Management LLC16,609$205K0.0%-87.8%0.004%
11/15/2024 Integrated Wealth Concepts LLC387,083$4.78M0.1%+0.4%0.103%
11/15/2024 HighTower Advisors LLC103,643$1.28M0.0%+268.5%0.028%
11/15/2024 Hilltop Holdings Inc.14,987$185K0.0%-12.0%0.004%
11/15/2024 Benjamin Edwards Inc.10,242$127K0.0%N/A0.003%
11/14/2024 Flow Traders U.S. LLC25,157$311K0.0%-16.5%0.007%
11/14/2024 Captrust Financial Advisors87,953$1.09M0.0%+1.1%0.023%
11/14/2024 Rockefeller Capital Management L.P.502,173$6.20M0.0%+4.1%0.134%
11/14/2024 Noesis Capital Mangement Corp438,530$5.42M1.1%-0.8%0.117%
11/13/2024 Townsquare Capital LLC22,297$275K0.0%N/A0.006%
11/13/2024 D.A. Davidson & CO.74,143$916K0.0%-1.7%0.020%
11/13/2024 Bank of Montreal Can1,007,570$12.53M0.0%-0.9%0.269%
11/13/2024 Wiser Advisor Group LLC29,252$361K0.5%-7.4%0.008%
11/12/2024 Kingsview Wealth Management LLC93,986$1.16M0.0%-1.5%0.025%
11/12/2024 Cerity Partners LLC118,402$1.46M0.0%-8.0%0.032%
11/12/2024 Flagstar Advisors Inc.50,570$625K0.2%N/A0.013%
11/12/2024 Raymond James Trust N.A.17,148$212K0.0%-23.9%0.005%
11/12/2024 Investors Research Corp363,580$4.49M1.0%+8.7%0.097%
11/9/2024 LPL Financial LLC12,808,968$158.19M0.1%-5.7%3.419%
11/8/2024 Hilton Capital Management LLC147,885$1.83M0.1%-1.9%0.039%
11/8/2024 Prospera Financial Services Inc37,710$466K0.0%-2.3%0.010%
11/7/2024 J. W. Coons Advisors LLC28,110$347K0.1%+6.4%0.008%
11/7/2024 Thrivent Financial for Lutherans44,822$554K0.0%-59.2%0.012%
11/6/2024 KCM Investment Advisors LLC359,081$4.44M0.2%-3.1%0.096%
11/6/2024 Sheaff Brock Investment Advisors LLC28,433$351K0.0%+11.6%0.008%
11/6/2024 Huntington National Bank1,612,065$19.91M0.1%-10.1%0.430%
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11/6/2024 Kovack Advisors Inc.10,421$129K0.0%-14.6%0.003%
11/6/2024 Oppenheimer & Co. Inc.210,981$2.61M0.0%+4.4%0.056%
11/6/2024 Pinnacle Financial Partners Inc15,000$185K0.0%N/A0.004%
11/5/2024 Intrepid Financial Planning Group LLC1,078,964$13.33M5.7%-5.3%0.288%
11/5/2024 WealthPlan Investment Management LLC20,607$254K0.0%-8.4%0.006%
11/5/2024 Apollon Wealth Management LLC350,274$4.33M0.1%-85.6%0.094%
11/4/2024 Beam Wealth Advisors Inc.104,992$1.30M0.4%-3.5%0.028%
11/4/2024 Tyler Stone Wealth Management15,825$195K0.0%+101.4%0.004%
11/4/2024 Baker Avenue Asset Management LP226,828$2.80M0.1%+5.8%0.061%
11/4/2024 Sigma Planning Corp151,479$1.87M0.1%+29.4%0.040%
11/1/2024 Atria Investments Inc569,433$7.03M0.1%+4.3%0.152%
11/1/2024 Field & Main Bank315,450$3.90M1.4%+9.1%0.084%
11/1/2024 Oxbow Advisors LLC24,544$303K0.0%+9.1%0.007%
11/1/2024 Beta Wealth Group Inc.47,423$586K0.3%-39.4%0.013%
11/1/2024 Stone Point Wealth LLC22,650$280K0.1%-4.7%0.006%
11/1/2024 Bensler LLC11,457$141K0.0%-7.9%0.003%
11/1/2024 First National Bank & Trust Co. of Newtown662,854$8.19M1.6%-1.1%0.177%
10/31/2024 Principal Financial Group Inc.94,686$1.17M0.0%+632.8%0.025%
10/31/2024 Advisors Management Group Inc. ADV1,240,990$15.33M3.6%+2.8%0.331%
10/31/2024 Concurrent Investment Advisors LLC18,054$223K0.0%N/A0.005%
10/30/2024 Asset Management One Co. Ltd.99,523$1.23M0.0%+6.3%0.027%
10/29/2024 KG&L Capital Management LLC195,164$2.41M0.8%-5.4%0.052%
10/29/2024 Acute Investment Advisory LLC322,014$3.98M2.3%N/A0.086%
10/29/2024 Janney Montgomery Scott LLC475,139$5.87M0.0%+3.4%0.127%
10/28/2024 Gladstone Institutional Advisory LLC27,089$335K0.0%+5.5%0.007%
10/28/2024 Principal Securities Inc.200,086$2.47M0.1%-3.3%0.053%
10/28/2024 Stephens Inc. AR254,108$3.14M0.0%+9.1%0.068%
10/28/2024 Balanced Wealth Group LLC93,898$1.16M0.5%+6.0%0.025%
10/28/2024 O ROURKE & COMPANY Inc15,099$186K0.1%-37.1%0.004%
10/25/2024 Financial Advocates Investment Management11,892$147K0.0%N/A0.003%
10/25/2024 Pinnacle Associates Ltd.26,624$305K0.0%-4.4%0.007%
10/25/2024 Aletheian Wealth Advisors LLC47,872$591K0.3%-7.2%0.013%
10/25/2024 Diversify Advisory Services LLC17,052$210K0.0%+39.9%0.005%
10/25/2024 Integrated Advisors Network LLC193,965$2.40M0.1%-1.3%0.052%
10/25/2024 Gateway Wealth Partners LLC55,300$683K0.2%+6.8%0.015%
10/24/2024 Orrstown Financial Services Inc.10,000$124K0.0%N/A0.003%
10/24/2024 Old Port Advisors14,154$175K0.0%-19.4%0.004%
10/24/2024 Patriot Financial Group Insurance Agency LLC16,047$198K0.0%+15.0%0.004%
10/24/2024 J.W. Cole Advisors Inc.14,147$175K0.0%-10.0%0.004%
10/24/2024 Ellis Investment Partners LLC10,028$124K0.0%N/A0.003%
10/24/2024 Wealth Enhancement Advisory Services LLC146,833$1.81M0.0%-5.4%0.039%
10/23/2024 Allworth Financial LP3,588,261$44.32M0.3%+4.3%0.958%
10/23/2024 Blackston Financial Advisory Group LLC16,095$199K0.1%N/A0.004%
10/23/2024 CENTRAL TRUST Co38,991$482K0.0%-20.4%0.010%
10/22/2024 McAdam LLC606,565$7.49M0.4%-13.3%0.162%
10/22/2024 Private Advisor Group LLC591,602$7.31M0.0%-1.3%0.158%
10/22/2024 Financial Insights Inc.14,200$175K0.1%N/A0.004%
10/22/2024 Christensen King & Associates Investment Services Inc.41,447$512K0.2%-3.6%0.011%
10/22/2024 Eastern Bank3,000$37K0.0%N/A0.001%
10/22/2024 Sequoia Financial Advisors LLC84,195$1.04M0.0%-4.3%0.022%
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10/21/2024 Argus Investors Counsel Inc.37,689$465K0.3%-9.2%0.010%
10/21/2024 Calton & Associates Inc.10,368$128K0.0%N/A0.003%
10/21/2024 Foundations Investment Advisors LLC48,891$604K0.0%N/A0.013%
10/21/2024 Plimoth Trust Co. LLC464,990$5.74M1.4%-4.3%0.124%
10/21/2024 Crew Capital Management Ltd.81,130$1.00M0.8%+11.2%0.022%
10/21/2024 Wealth Advisory Solutions LLC52,574$649K0.2%+53.9%0.014%
10/19/2024 ACT Advisors LLC.1,406,285$17.37M8.2%N/A0.375%
10/18/2024Etesian Wealth Advisors Inc.135,226$1.67M0.8%-11.2%0.036%
10/18/2024Raymond James & Associates667,273$8.24M0.0%-27.9%0.178%
10/18/2024Stratos Wealth Advisors LLC10,627$131K0.0%-28.4%0.003%
(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, 503 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 ($600.61M), Bank Julius Baer & Co. Ltd Zurich ($326.46M), Wells Fargo & Company MN ($176.11M), LPL Financial LLC ($158.19M), Ameriprise Financial Inc. ($124.65M), and Cohen & Steers Inc. ($76.94M).Learn more on PGX's institutional investors.

Which institutional investors have been buying Invesco Preferred ETF stock?

Of the 385 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), LPL Financial LLC ($10.08M), Stonebridge Advisors LLC ($8.62M), Cohen & Steers Inc. ($7.40M), Bank of America Corp DE ($7.00M), Bessemer Group Inc. ($5.09M), and Spectrum Asset Management Inc. ($2.75M).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 117,160,837 shares in the last 24 months. This purchase volume represents approximately $1.34B 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: Wells Fargo & Company MN ($7.96M), Bank of America Corp DE ($4.97M), Stonebridge Advisors LLC ($4.62M), Apollon Wealth Management LLC ($2.09M), Huntington National Bank ($1.33M), Allworth Financial LP ($1.30M), and Advisory Alpha LLC ($1.28M).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 48,584,466 shares in the last 24 months. This volume of shares sold represents approximately $555.59M in transactions.


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This page (NYSEARCA:PGX) was last updated on 12/21/2024 by MarketBeat.com Staff
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