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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.48 +0.01 (+0.09%)
Closing price 03/25/2025 04:10 PM Eastern
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$11.59 +0.11 (+0.96%)
As of 03/25/2025 07:36 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Preferred ETF (NYSEARCA:PGX)

Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$654.93M
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$176.98M
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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
3/17/2025 Wealth Enhancement Advisory Services LLC524,158$6.04M0.0%+257.0%0.142%
3/12/2025 Centaurus Financial Inc.13,716$158K0.0%N/A0.004%
2/25/2025 B. Riley Wealth Advisors Inc.12,458$144K0.0%-39.5%0.003%
2/25/2025 Shufro Rose & Co. LLC59,477$686K0.1%-28.4%0.016%
2/24/2025 Ameriflex Group Inc.7,850$91K0.0%N/A0.002%
2/22/2025 American Trust24,193$279K0.0%N/A0.006%
2/21/2025 Perennial Advisors LLC20,852$240K0.1%N/A0.006%
2/18/2025 Fourth Dimension Wealth LLC9,061$104K0.1%N/A0.002%
2/17/2025 TrinityPoint Wealth LLC19,335$223K0.0%-18.9%0.005%
2/17/2025 Shepherd Kaplan Krochuk LLC151,129$1.74M1.5%-8.1%0.040%
2/17/2025 Royal Bank of Canada3,856,482$44.47M0.0%+3.3%1.029%
2/17/2025 Main Street Group LTD4,719$54K0.0%-34.3%0.001%
2/17/2025 MainStreet Investment Advisors LLC22,872$264K0.0%+7.5%0.006%
2/17/2025 Gotham Asset Management LLC122,392$1.41M0.0%+8.7%0.033%
2/17/2025 Focus Partners Wealth379,500$4.38M0.0%+355.4%0.101%
2/17/2025 FWL Investment Management LLC10,000$115K0.0%N/A0.003%
2/17/2025 EP Wealth Advisors LLC12,061$139K0.0%N/A0.003%
2/17/2025 CoreCap Advisors LLC249,073$2.87M0.1%+5.2%0.066%
2/17/2025 Cetera Investment Advisers389,970$4.50M0.0%-22.2%0.104%
2/17/2025 Blue Capital Inc.100,029$1.15M0.8%N/A0.027%
2/17/2025 Captrust Financial Advisors86,727$1M0.0%-1.4%0.023%
2/17/2025 Cary Street Partners Financial LLC132,460$1.53M0.0%N/A0.035%
2/17/2025 Baird Financial Group Inc.181,919$2.10M0.0%+2.6%0.049%
2/17/2025 Baker Avenue Asset Management LP412,585$4.76M0.1%+81.9%0.110%
2/17/2025 Bank of America Corp DE63,414,625$731.17M0.1%+14.9%16.929%
2/17/2025 Ameriprise Financial Inc.5,492,296$63.29M0.0%-3.3%1.466%
2/14/2025 Mercer Global Advisors Inc. ADV381,138$4.40M0.0%+143.7%0.102%
2/14/2025 Jane Street Group LLC149,181$1.72M0.0%+97.8%0.040%
2/14/2025 Comerica Bank240,307$2.77M0.0%+50.3%0.064%
2/14/2025 Lido Advisors LLC53,348$615K0.0%+2.9%0.014%
2/14/2025 Tudor Investment Corp ET AL95,296$1.10M0.0%N/A0.025%
2/14/2025 Prosperity Consulting Group LLC86,420$996K0.1%+11.2%0.023%
2/14/2025 Arkos Global Advisors620,346$7.15M1.0%-6.1%0.166%
2/14/2025 UP Strategic Wealth Investment Advisors LLC11,764$136K0.1%-17.0%0.003%
2/14/2025 Two Sigma Securities LLC22,116$255K0.0%N/A0.006%
2/14/2025 Integrated Wealth Concepts LLC395,118$4.56M0.1%+2.1%0.105%
2/14/2025 Susquehanna International Group LLP288,361$3.33M0.0%-69.7%0.077%
2/14/2025 IHT Wealth Management LLC31,166$359K0.0%+87.6%0.008%
2/14/2025 Stifel Financial Corp651,076$7.51M0.0%-31.6%0.174%
2/14/2025 Tower Research Capital LLC TRC 3,940$45K0.0%+52.7%0.001%
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2/14/2025 MML Investors Services LLC497,337$5.73M0.0%+3.0%0.133%
2/14/2025 First Trust Advisors LP9,605,231$110.75M0.1%N/A2.564%
2/14/2025 Balanced Rock Investment Advisors LLC11,686$135K0.1%-34.3%0.003%
2/13/2025 Strategic Investment Solutions Inc. IL4,027$46K0.0%+42.0%0.001%
2/13/2025 Marshall Wace LLP864,365$9.97M0.0%-9.2%0.231%
2/13/2025 NewEdge Advisors LLC142,846$1.65M0.0%+6.5%0.038%
2/13/2025 Guggenheim Capital LLC145,771$1.68M0.0%+5.0%0.039%
2/13/2025 Mariner LLC168,971$1.95M0.0%-15.7%0.045%
2/13/2025 Cohen & Steers Inc.4,995,724$57.60M0.1%+2,643,140.2%1.334%
2/13/2025 Barclays PLC3,000$35K0.0%-99.5%0.001%
2/13/2025 Synovus Financial Corp10,295$119K0.0%-8.0%0.003%
2/13/2025 Townsquare Capital LLC10,216$118K0.0%-54.2%0.003%
2/13/2025 Rockefeller Capital Management L.P.520,306$6.00M0.0%+3.6%0.139%
2/13/2025 Raymond James Financial Inc.2,561,750$29.54M0.0%N/A0.684%
2/13/2025 Texas Yale Capital Corp.13,100$151K0.0%N/A0.003%
2/13/2025 Advisory Services Network LLC24,249$280K0.0%+53.9%0.006%
2/13/2025 Bernard Wealth Management Corp.2,182$26K0.0%N/A0.001%
2/13/2025 Invesco Ltd.119,352$1.38M0.0%-6.5%0.032%
2/13/2025 Bank of Montreal Can1,003,531$11.57M0.0%-0.4%0.268%
2/13/2025 Cerity Partners LLC124,871$1.44M0.0%+5.5%0.033%
2/13/2025 Envestnet Asset Management Inc.952,310$10.98M0.0%-7.0%0.254%
2/13/2025 Wedbush Securities Inc.10,050$116K0.0%N/A0.003%
2/13/2025 Perennial Investment Advisors LLC36,354$419K0.0%+8.1%0.010%
2/13/2025 KCM Investment Advisors LLC343,614$3.96M0.1%-4.3%0.092%
2/13/2025 Wells Fargo & Company MN16,086,648$185.48M0.0%+9.5%4.294%
2/12/2025 World Investment Advisors210,557$2.43M0.1%-1.7%0.056%
2/12/2025 Huntington National Bank1,541,026$17.77M0.1%-4.4%0.411%
2/12/2025 Summit Financial LLC55,035$635K0.0%+4.9%0.015%
2/12/2025 CIBC Private Wealth Group LLC156,234$1.80M0.0%-11.7%0.042%
2/12/2025 Blair William & Co. IL384,235$4.43M0.0%-3.6%0.103%
2/12/2025 Godshalk Welsh Capital Management Inc.49,400$570K0.4%-7.5%0.013%
2/12/2025 JPMorgan Chase & Co.4,148,592$47.83M0.0%+131.9%1.107%
2/12/2025 Ausdal Financial Partners Inc.35,486$409K0.0%+28.1%0.009%
2/12/2025 Murphy & Mullick Capital Management Corp45,845$529K0.5%N/A0.012%
2/11/2025 Prudential Financial Inc.203,636$2.45M0.0%-72.7%0.054%
2/11/2025 Mountain Hill Investment Partners Corp.22,905$264K0.3%N/A0.006%
2/11/2025 LPL Financial LLC14,706,360$169.56M0.1%+14.8%3.926%
2/11/2025 Millstone Evans Group LLC4,316$50K0.0%N/A0.001%
2/11/2025 1620 Investment Advisors Inc.59,729$689K0.5%-4.2%0.016%
2/10/2025 Thrivent Financial for Lutherans42,712$513K0.0%-4.7%0.011%
2/10/2025 GWN Securities Inc.26,273$307K0.1%N/A0.007%
2/10/2025 Collaborative Wealth Managment Inc.12,629$146K0.1%N/A0.003%
2/10/2025 Corient Private Wealth LLC114,971$1.39M0.0%+37.0%0.031%
2/10/2025 Intrepid Financial Planning Group LLC885,583$10.21M4.3%-17.9%0.236%
2/10/2025 HMV Wealth Advisors LLC10,095$116K0.1%N/A0.003%
2/10/2025 Balanced Wealth Group LLC40,854$472K0.2%-56.5%0.011%
2/10/2025 Commonwealth Equity Services LLC1,448,097$16.70M0.0%+11.4%0.387%
2/10/2025 Madison Wealth Partners Inc90,100$1.04M0.3%-8.4%0.024%
2/10/2025 HBK Sorce Advisory LLC198,334$2.29M0.1%-8.6%0.053%
2/10/2025 Avantax Advisory Services Inc.35,186$406K0.0%-2.9%0.009%
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2/7/2025 Sequoia Financial Advisors LLC86,594$998K0.0%+2.8%0.023%
2/7/2025 HighTower Advisors LLC193,790$2.23M0.0%+87.0%0.052%
2/7/2025 Cascade Financial Partners LLC89,063$1.03M0.1%+61.8%0.024%
2/7/2025 Wealthfront Advisers LLC248,379$2.86M0.0%N/A0.066%
2/7/2025 Avantax Planning Partners Inc.260,598$3.01M0.1%+1.4%0.070%
2/7/2025 Investors Research Corp395,862$4.56M1.0%+8.9%0.106%
2/7/2025 Independent Advisor Alliance72,744$839K0.0%N/A0.019%
2/7/2025 Paragon Private Wealth Management LLC24,510$283K0.1%-4.4%0.007%
2/7/2025 Sowell Financial Services LLC231,392$2.67M0.1%+3.4%0.062%
2/7/2025 Coordinated Financial Services Inc.11,201$129K0.1%N/A0.003%
(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 389 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), Stonebridge Advisors LLC ($8.62M), Bank of America Corp DE ($8.21M), and Raymond James Financial Inc. ($5.12M).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 142,284,025 shares in the last 24 months. This purchase volume represents approximately $1.63B 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), Ameriprise Financial Inc. ($1.32M), Janney Montgomery Scott LLC ($1.07M), and Principal Financial Group Inc. ($1.07M).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 40,305,787 shares in the last 24 months. This volume of shares sold represents approximately $465.03M in transactions.


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This page (NYSEARCA:PGX) was last updated on 3/26/2025 by MarketBeat.com Staff
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