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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.10 +0.10 (+0.86%)
As of 11:09 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Preferred ETF (NYSEARCA:PGX)

Number of
Institutional Buyers
(last 12 months)
240
Total
Institutional Inflows
(last 12 months)
$653.03M
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$226.88M
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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
5/2/2025Apollon Wealth Management LLC29,414$330K0.0%-91.0%0.008%
5/2/2025Sigma Planning Corp83,508$937K0.0%-52.3%0.023%
5/1/2025Gould Asset Management LLC CA77,195$866K0.2%+2.6%0.021%
5/1/2025Oxbow Advisors LLC25,688$288K0.0%+69.5%0.007%
5/1/2025Stephens Inc. AR181,797$2.04M0.0%-24.8%0.050%
5/1/2025Gateway Wealth Partners LLC69,099$775K0.2%+13.9%0.019%
4/30/2025 Cerity Partners LLC119,226$1.34M0.0%-4.5%0.033%
4/30/2025 Allworth Financial LP2,627,449$29.09M0.2%+4.7%0.728%
4/30/2025 Ramiah Investment Group43,805$491K0.5%N/A0.012%
4/30/2025 Wealth Advisory Solutions LLC57,155$641K0.2%+9.9%0.016%
4/30/2025 Principal Securities Inc.185,563$2.14M0.0%+2.1%0.051%
4/30/2025 First National Bank & Trust Co. of Newtown648,894$7.28M1.5%-1.2%0.180%
4/30/2025 Optimum Investment Advisors40,862$458K0.2%-15.9%0.011%
4/30/2025 Stratos Wealth Partners LTD.83,666$939K0.0%-7.1%0.023%
4/30/2025 Garrett Wealth Advisory Group LLC534,289$6.00M1.3%+3.4%0.148%
4/30/2025 Alpha Cubed Investments LLC11,752$132K0.0%N/A0.003%
4/29/2025 Envestnet Asset Management Inc.811,128$9.10M0.0%-14.8%0.225%
4/29/2025 Crew Capital Management Ltd.104,190$1.17M1.0%-1.4%0.029%
4/29/2025 Concurrent Investment Advisors LLC55,105$618K0.0%+304.4%0.015%
4/29/2025 Avantax Planning Partners Inc.257,400$2.89M0.1%-1.2%0.071%
4/29/2025 Silver Oak Securities Incorporated15,646$177K0.0%+31.5%0.004%
4/29/2025 Aurora Private Wealth Inc.48,969$549K0.1%N/A0.014%
4/29/2025 Checchi Capital Advisers LLC1,393,688$15.64M0.8%+20.9%0.386%
4/28/2025 D.A. Davidson & CO.73,935$830K0.0%-2.5%0.020%
4/28/2025 Principal Financial Group Inc.51,326$576K0.0%-92.8%0.014%
4/28/2025 Spectrum Asset Management Inc.3,635,591$40.79M74.3%-37.0%1.007%
4/28/2025 Mutual Advisors LLC29,335$325K0.0%+5.2%0.008%
4/28/2025 Acute Investment Advisory LLC43,207$485K2.4%-76.9%0.012%
4/28/2025 LFA Lugano Financial Advisors SA9,530$107K0.1%+382.5%0.003%
4/25/2025 Advisors Management Group Inc. ADV15,923$179K0.0%-98.8%0.004%
4/25/2025 Prairiewood Capital LLC615,424$6.91M2.8%+10.1%0.170%
4/25/2025 Red Door Wealth Management LLC14,000$157K0.0%-6.7%0.004%
4/25/2025 Albion Financial Group UT165,223$1.85M0.1%+56.6%0.046%
4/24/2025 Mirae Asset Global Investments Co. Ltd.100,000$1.13M0.0%N/A0.028%
4/24/2025 Transcend Capital Advisors LLC25,413$285K0.0%-17.5%0.007%
4/24/2025 Etesian Wealth Advisors Inc.74,676$838K0.4%-1.4%0.021%
4/24/2025 Stone Summit Wealth LLC47,750$536K0.2%+124.7%0.013%
4/23/2025 KG&L Capital Management LLC210,758$2.37M0.8%+3.9%0.058%
4/23/2025 Western Wealth Management LLC19,639$220K0.0%-23.2%0.005%
4/23/2025 Sequoia Financial Advisors LLC80,504$903K0.0%-7.0%0.022%
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4/23/2025 Live Oak Investment Partners675,578$7.58M6.0%+1.2%0.187%
4/23/2025 HBK Sorce Advisory LLC192,548$2.16M0.1%-2.9%0.053%
4/23/2025 Aurora Private Wealth Inc.48,969$549K0.0%N/A0.014%
4/23/2025 Global Assets Advisory LLC12,594$140K0.0%N/A0.003%
4/23/2025 Field & Main Bank394,423$4.43M1.6%+7.8%0.109%
4/23/2025 International Assets Investment Management LLC33,879$380K0.0%+8.2%0.009%
4/23/2025 Consolidated Portfolio Review Corp18,850$211K0.0%+9.3%0.005%
4/23/2025 Oppenheimer & Co. Inc.224,673$2.52M0.0%+8.6%0.062%
4/22/2025 Flagship Harbor Advisors LLC55,395$622K0.0%-40.5%0.015%
4/22/2025 Cambridge Investment Research Advisors Inc.846,024$9.49M0.0%-7.9%0.234%
4/22/2025 Atticus Wealth Management LLC4,835$54K0.0%-79.9%0.001%
4/22/2025 Buck Wealth Strategies LLC112,804$1.27M0.2%N/A0.031%
4/22/2025 First PREMIER Bank264,662$2.97M0.8%+1.0%0.073%
4/21/2025 Cherry Tree Wealth Management LLC131,120$1.47M0.4%-73.6%0.036%
4/21/2025 Plimoth Trust Co. LLC427,010$4.79M1.2%-3.5%0.115%
4/21/2025 Friedenthal Financial28,940$325K0.2%-8.5%0.008%
4/21/2025 Kingswood Wealth Advisors LLC47,635$536K0.0%+68.7%0.013%
4/18/2025 CENTRAL TRUST Co15,694$176K0.0%-5.8%0.004%
4/18/2025 Wagner Wealth Management LLC64,820$727K0.2%+2.4%0.017%
4/17/2025 Blackston Financial Advisory Group LLC14,828$166K0.1%-6.1%0.004%
4/17/2025 Boothe Investment Group Inc.249,835$2.80M1.3%+12.3%0.067%
4/17/2025 Sowell Financial Services LLC79,817$896K0.0%-65.5%0.022%
4/17/2025 Janney Montgomery Scott LLC489,633$5.49M0.0%-1.9%0.132%
4/17/2025 Sound Income Strategies LLC466,621$5.24M0.3%+3.1%0.126%
4/16/2025 Wealth Enhancement Advisory Services LLC502,872$5.64M0.0%-4.1%0.136%
4/16/2025 Tudor Financial Inc.152,370$1.71M1.0%-2.4%0.041%
4/16/2025 Argus Investors Counsel Inc.43,169$484K0.4%+2.6%0.012%
4/16/2025 Sanchez Wealth Management Group63,529$713K0.2%+16.1%0.017%
4/15/2025 Balanced Wealth Group LLC13,257$149K0.1%-67.6%0.004%
4/15/2025 First United Bank & Trust5,315$60K0.0%-67.7%0.001%
4/15/2025 GPS Wealth Strategies Group LLC24,661$277K0.0%-23.5%0.007%
4/15/2025 Fiduciary Advisors Inc.137,741$1.55M1.5%+1.3%0.037%
4/15/2025 Curbstone Financial Management Corp21,470$241K0.1%N/A0.006%
4/15/2025 Integrated Advisors Network LLC23,811$267K0.0%N/A0.006%
4/15/2025 Sanibel Captiva Trust Company Inc.191,025$2.14M0.1%-4.1%0.052%
4/15/2025 Ibex Wealth Advisors128,617$1.44M0.2%-4.2%0.035%
4/15/2025 GAMMA Investing LLC35,246$395K0.0%+27.3%0.010%
4/14/2025 Northstar Advisory Group LLC32,333$363K0.2%+3.4%0.009%
4/14/2025 Farther Finance Advisors LLC26,802$302K0.0%+1,730.7%0.007%
4/14/2025 Daymark Wealth Partners LLC27,510$309K0.0%-81.0%0.008%
4/14/2025 NewSquare Capital LLC111,046$1.25M0.1%+32.6%0.030%
4/14/2025 BCS Wealth Management17,587$197K0.1%-29.8%0.005%
4/14/2025 OLD National Bancorp IN51,923$583K0.0%-6.6%0.014%
4/14/2025 RDA Financial Network18,605$209K0.1%-7.5%0.005%
4/11/2025 Piscataqua Savings Bank3,211$36K0.0%-29.1%0.001%
4/11/2025 Joule Financial LLC12,229$137K0.0%-29.7%0.003%
4/11/2025 Independence Bank of Kentucky39,235$440K0.1%-14.3%0.011%
4/11/2025 Butensky & Cohen Financial Security Inc.66,521$746K0.2%-4.5%0.018%
4/11/2025 StoneCrest Wealth Management Inc.165,349$1.86M1.2%-11.7%0.045%
4/11/2025 Pines Wealth Management LLC33,706$368K0.2%+11.2%0.009%
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4/11/2025 Edge Wealth Management LLC30,145$338K0.1%+7.9%0.008%
4/10/2025 Charles Schwab Trust Co113,238$1.27M0.1%-15.3%0.031%
4/10/2025 Accel Wealth Management49,727$558K0.2%-9.6%0.013%
4/9/2025 RFG Advisory LLC550,221$6.17M0.2%+12.7%0.148%
4/9/2025 Merit Financial Group LLC13,085$147K0.0%-36.9%0.004%
4/9/2025 Shulman DeMeo Asset Management LLC106,253$1.19M0.3%-0.9%0.029%
4/9/2025 NBC Securities Inc.35,247$395K0.0%+110,046.9%0.010%
4/9/2025 Iowa State Bank101,415$1.14M0.2%-90.9%0.027%
4/8/2025 Investors Research Corp443,852$4.98M1.1%+12.1%0.120%
4/7/2025 GAMMA Investing LLC395,460$44.37M0.0%+1,328.8%0.107%
(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, 510 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), Ameriprise Financial Inc. ($63.29M), and Bessemer Group Inc. ($57.89M).Learn more on PGX's institutional investors.

Which institutional investors have been buying Invesco Preferred ETF stock?

Of the 383 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), Bank of America Corp DE ($8.21M), Raymond James Financial Inc. ($5.12M), and Bessemer Group Inc. ($5.09M).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 136,031,420 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

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

Of the 316 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), Apollon Wealth Management LLC ($2.41M), Allworth Financial LP ($2.38M), Spectrum Asset Management Inc. ($2.37M), Principal Financial Group Inc. ($1.73M), and Iowa State Bank ($1.38M).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 45,986,874 shares in the last 24 months. This volume of shares sold represents approximately $528.45M in transactions.


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This page (NYSEARCA:PGX) was last updated on 5/2/2025 by MarketBeat.com Staff
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