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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.63 +0.02 (+0.17%)
As of 01/17/2025 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)
202
Total
Institutional Inflows
(last 12 months)
$308.93M
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$159.86M
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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
1/21/2025Brighton Jones LLC54,328$626K0.0%N/A0.015%
1/17/2025 Red Door Wealth Management LLC15,000$173K0.0%N/A0.004%
1/17/2025 Avior Wealth Management LLC2,439$27K0.0%-37.0%0.001%
1/17/2025 First PREMIER Bank262,025$3.02M0.8%-9.9%0.070%
1/17/2025 Independent Wealth Network Inc.90,434$1.04M0.4%+6.9%0.024%
1/17/2025 Janney Montgomery Scott LLC498,999$5.75M0.0%+5.0%0.133%
1/17/2025 Daymark Wealth Partners LLC144,433$1.67M0.1%-26.6%0.039%
1/17/2025 Albion Financial Group UT105,493$1.22M0.1%-10.8%0.028%
1/17/2025 Advisory Alpha LLC134,515$1.55M0.1%-12.0%0.036%
1/16/2025 First United Bank & Trust16,480$190K0.1%-22.6%0.004%
1/16/2025 Charles Schwab Trust Co133,720$1.54M0.1%-16.9%0.036%
1/16/2025 Tudor Financial Inc.156,095$1.80M1.1%-4.9%0.042%
1/16/2025 Prairiewood Capital LLC559,176$6.45M2.8%+5.7%0.149%
1/16/2025 MassMutual Private Wealth & Trust FSB42,629$492K0.0%+104.0%0.011%
1/16/2025 Purus Wealth Management LLC16,630$192K0.1%N/A0.004%
1/15/2025 Ameritas Advisory Services LLC29,412$339K0.0%-9.0%0.008%
1/15/2025 Sanibel Captiva Trust Company Inc.199,155$2.30M0.1%-2.1%0.053%
1/15/2025 Sax Wealth Advisors LLC21,951$253K0.0%+7.0%0.006%
1/15/2025 Butensky & Cohen Financial Security Inc.69,676$803K0.3%-6.3%0.019%
1/15/2025 Wealthcare Advisory Partners LLC33,422$385K0.0%+8.4%0.009%
1/15/2025 FF Advisors LLC25,207$296K0.2%+11.8%0.007%
1/15/2025 RDA Financial Network20,105$232K0.1%-11.1%0.005%
1/15/2025 StoneCrest Wealth Management Inc.187,357$2.16M1.4%+5.4%0.050%
1/15/2025 Edge Wealth Management LLC27,949$322K0.1%-7.1%0.007%
1/14/2025 Advisors Management Group Inc. ADV1,288,642$14.86M3.5%+3.8%0.344%
1/14/2025 Apella Capital LLC18,842$217K0.0%-24.4%0.005%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.2,793$32K0.0%+299.0%0.001%
1/14/2025 Park Avenue Securities LLC38,714$446K0.0%+6.2%0.010%
1/14/2025 Pines Wealth Management LLC30,320$344K0.1%N/A0.008%
1/14/2025 Wallace Advisory Group LLC15,129$187K0.1%N/A0.004%
1/13/2025 Christensen King & Associates Investment Services Inc.44,505$512K0.2%+7.4%0.012%
1/13/2025 BCS Wealth Management25,069$289K0.1%-9.8%0.007%
1/13/2025 AdvisorNet Financial Inc7,150$82K0.0%-61.7%0.002%
1/13/2025 Northstar Advisory Group LLC31,267$361K0.2%-13.1%0.008%
1/13/2025 Ehrlich Financial Group16,387$189K0.1%N/A0.004%
1/13/2025 Friedenthal Financial31,620$365K0.2%-19.1%0.008%
1/13/2025 Kades & Cheifetz LLC241,109$2.78M1.4%-9.2%0.064%
1/13/2025 Brookstone Capital Management49,148$567K0.0%-19.1%0.013%
1/10/2025 Wealth Enhancement Advisory Services LLC207,083$2.56M0.0%+41.0%0.055%
1/8/2025 First Hawaiian Bank301,174$3.47M0.1%+4.0%0.080%
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1/8/2025 International Assets Investment Management LLC31,319$366K0.0%N/A0.008%
1/6/2025 Iowa State Bank1,113,132$12.83M2.7%-0.6%0.297%
1/3/2025 GAMMA Investing LLC27,677$319K0.0%+23.3%0.007%
1/2/2025 Old Port Advisors11,331$131K0.0%-19.9%0.003%
12/26/2024JPMorgan Chase & Co.1,789,236$22.10M0.0%+71.6%0.478%
12/19/2024Principal Financial Group Inc.94,686$1.17M0.0%+632.8%0.025%
12/2/2024Capasso Planning Partners LLC11,838$146K0.0%-39.2%0.003%
11/25/2024Synovus Financial Corp11,195$138K0.0%N/A0.003%
11/25/2024Wilmington Savings Fund Society FSB2,525$31K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC547,388$6.54M0.0%+59.3%0.146%
11/21/2024 Tudor Financial Inc.164,065$2.03M1.2%N/A0.044%
11/18/2024Sunbelt Securities Inc.3,210$40K0.0%-49.4%0.001%
11/15/2024Barclays PLC555,900$6.87M0.0%+18,430.0%0.148%
11/15/2024MML Investors Services LLC482,893$5.96M0.0%-7.9%0.129%
11/15/2024Mosaic Financial Group LLC105,153$1.30M0.9%-1.0%0.028%
11/15/2024Orion Portfolio Solutions LLC190,834$2.36M0.1%-2.7%0.051%
11/15/2024Jane Street Group LLC75,421$931K0.0%+85.7%0.020%
11/15/2024Wolverine Trading LLC260,602$3.24M0.0%+513.6%0.070%
11/15/2024Stifel Financial Corp951,769$11.75M0.0%+6.8%0.254%
11/15/2024IHT Wealth Management LLC16,609$205K0.0%-87.8%0.004%
11/15/2024Integrated Wealth Concepts LLC387,083$4.78M0.1%+0.4%0.103%
11/15/2024HighTower Advisors LLC103,643$1.28M0.0%+268.5%0.028%
11/15/2024Hilltop Holdings Inc.14,987$185K0.0%-12.0%0.004%
11/15/2024Benjamin Edwards Inc.10,242$127K0.0%N/A0.003%
11/14/2024Flow Traders U.S. LLC25,157$311K0.0%-16.5%0.007%
11/14/2024Captrust Financial Advisors87,953$1.09M0.0%+1.1%0.023%
11/14/2024Rockefeller Capital Management L.P.502,173$6.20M0.0%+4.1%0.134%
11/14/2024Noesis Capital Mangement Corp438,530$5.42M1.1%-0.8%0.117%
11/13/2024Townsquare Capital LLC22,297$275K0.0%N/A0.006%
11/13/2024D.A. Davidson & CO.74,143$916K0.0%-1.7%0.020%
11/13/2024Bank of Montreal Can1,007,570$12.53M0.0%-0.9%0.269%
11/13/2024Wiser Advisor Group LLC29,252$361K0.5%-7.4%0.008%
11/12/2024Kingsview Wealth Management LLC93,986$1.16M0.0%-1.5%0.025%
11/12/2024Cerity Partners LLC118,402$1.46M0.0%-8.0%0.032%
11/12/2024Flagstar Advisors Inc.50,570$625K0.2%N/A0.013%
11/12/2024Raymond James Trust N.A.17,148$212K0.0%-23.9%0.005%
11/12/2024Investors Research Corp363,580$4.49M1.0%+8.7%0.097%
11/9/2024LPL Financial LLC12,808,968$158.19M0.1%-5.7%3.419%
11/8/2024Hilton Capital Management LLC147,885$1.83M0.1%-1.9%0.039%
11/8/2024Prospera Financial Services Inc37,710$466K0.0%-2.3%0.010%
11/7/2024J. W. Coons Advisors LLC28,110$347K0.1%+6.4%0.008%
11/7/2024Thrivent Financial for Lutherans44,822$554K0.0%-59.2%0.012%
11/6/2024KCM Investment Advisors LLC359,081$4.44M0.2%-3.1%0.096%
11/6/2024Sheaff Brock Investment Advisors LLC28,433$351K0.0%+11.6%0.008%
11/6/2024Huntington National Bank1,612,065$19.91M0.1%-10.1%0.430%
11/6/2024Kovack Advisors Inc.10,421$129K0.0%-14.6%0.003%
11/6/2024Oppenheimer & Co. Inc.210,981$2.61M0.0%+4.4%0.056%
11/6/2024Pinnacle Financial Partners Inc15,000$185K0.0%N/A0.004%
11/5/2024Intrepid Financial Planning Group LLC1,078,964$13.33M5.7%-5.3%0.288%
11/5/2024WealthPlan Investment Management LLC20,607$254K0.0%-8.4%0.006%
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11/5/2024Apollon Wealth Management LLC350,274$4.33M0.1%-85.6%0.094%
11/4/2024Beam Wealth Advisors Inc.104,992$1.30M0.4%-3.5%0.028%
11/4/2024Tyler Stone Wealth Management15,825$195K0.0%+101.4%0.004%
11/4/2024Baker Avenue Asset Management LP226,828$2.80M0.1%+5.8%0.061%
11/4/2024Sigma Planning Corp151,479$1.87M0.1%+29.4%0.040%
11/1/2024Atria Investments Inc569,433$7.03M0.1%+4.3%0.152%
11/1/2024Field & Main Bank315,450$3.90M1.4%+9.1%0.084%
11/1/2024Oxbow Advisors LLC24,544$303K0.0%+9.1%0.007%
11/1/2024Beta Wealth Group Inc.47,423$586K0.3%-39.4%0.013%
11/1/2024Stone Point Wealth LLC22,650$280K0.1%-4.7%0.006%
(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, 501 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 381 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 116,050,655 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 313 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 ($1.30M).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 48,105,197 shares in the last 24 months. This volume of shares sold represents approximately $550.32M in transactions.


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This page (NYSEARCA:PGX) was last updated on 1/21/2025 by MarketBeat.com Staff
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