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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.24 -0.01 (-0.09%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$11.25 +0.01 (+0.09%)
As of 07/18/2025 06:46 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)
252
Total
Institutional Inflows
(last 12 months)
$669.58M
Number of
Institutional Sellers
(last 12 months)
222
Total
Institutional Outflows
(last 12 months)
$235.88M
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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
7/18/2025Madrona Financial Services LLC24,846$277K0.1%+6.6%0.007%
7/18/2025Rogco LP3,805$42K0.0%-69.8%0.001%
7/18/2025Consolidated Portfolio Review Corp17,850$199K0.0%-5.3%0.005%
7/18/2025O ROURKE & COMPANY Inc11,420$127K0.1%N/A0.003%
7/18/2025Truist Financial Corp535,948$5.97M0.0%+0.9%0.154%
7/18/2025First 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%
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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%
5/20/2025Belpointe Asset Management LLC53,149$596K0.0%+120.7%0.015%
5/20/2025Fortis 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%
5/15/2025Paragon Private Wealth Management LLC11,939$134K0.1%-51.3%0.003%
5/15/2025Focus Partners Advisor Solutions LLC12,767$143K0.0%N/A0.004%
5/15/2025Royal Bank of Canada3,629,127$40.72M0.0%-5.9%1.009%
5/15/2025MAI Capital Management581,394$6.52M0.0%-4.6%0.162%
5/15/2025Calton & Associates Inc.16,846$189K0.0%N/A0.005%
5/15/2025Baird Financial Group Inc.174,443$1.96M0.0%-4.1%0.048%
5/14/2025Comerica Bank194,783$2.19M0.0%-18.9%0.054%
5/14/2025SVB Wealth LLC3,860$43K0.0%N/A0.001%
5/14/2025Northwestern Mutual Wealth Management Co.52,406$588K0.0%+5.8%0.015%
5/14/2025Trinity Legacy Partners LLC21,606$239K0.1%-94.5%0.006%
5/14/2025Sax Wealth Advisors LLC19,056$214K0.0%-13.2%0.005%
5/14/2025Kestra Advisory Services LLC227,445$2.55M0.0%-50.0%0.063%
5/14/2025Ameriprise Financial Inc.5,090,455$57.09M0.0%-7.3%1.415%
5/14/2025Mosaic Financial Group LLC98,002$1.10M0.9%-7.2%0.027%
5/14/2025Summit Financial LLC53,599$601K0.0%-2.6%0.015%
5/13/2025Cascade Financial Partners LLC248,495$2.79M0.4%+179.0%0.069%
5/13/2025Steward Partners Investment Advisory LLC522,310$5.86M0.1%+2.0%0.145%
5/13/2025Intrepid Financial Planning Group LLC855,037$9.59M4.4%-3.4%0.237%
5/13/2025Raymond James Financial Inc.2,769,857$31.08M0.0%+8.1%0.767%
5/13/2025HighTower Advisors LLC118,591$1.33M0.0%-38.8%0.033%
5/12/2025Invesco Ltd.110,913$1.24M0.0%-7.1%0.031%
5/12/2025Beam Wealth Advisors Inc.93,662$1.05M0.4%-11.9%0.026%
5/12/2025AlphaCore Capital LLC83,483$937K0.1%N/A0.023%
5/12/2025WealthPlan Investment Management LLC16,047$180K0.0%+7.0%0.004%
5/9/2025Wealthspire Advisors LLC55,074$618K0.0%-31.1%0.015%
5/9/2025Atria Wealth Solutions Inc.49,950$560K0.0%+32.9%0.014%
5/9/2025Cary Street Partners Financial LLC123,210$1.38M0.0%-7.0%0.034%
5/9/2025 Strategic Investment Solutions Inc. IL2,899$33K0.0%-28.0%0.001%
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5/9/2025Commonwealth Equity Services LLC1,421,724$15.95M0.0%-1.8%0.394%
5/9/2025Beta Wealth Group Inc.31,580$354K0.1%-54.4%0.009%
5/9/2025PNC Financial Services Group Inc.16,064$180K0.0%-17.6%0.004%
5/8/2025Baker Avenue Asset Management LP249,332$2.80M0.1%-39.6%0.069%
5/8/2025Commerce Bank25,720$289K0.0%N/A0.007%
5/8/2025Shufro Rose & Co. LLC68,977$774K0.1%+16.0%0.019%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,423$162K0.0%N/A0.004%
5/8/2025Harbour Investments Inc.5,720$64K0.0%+25.5%0.002%
5/8/2025CAP Partners LLC14,293$160K0.1%-17.3%0.004%
5/8/2025Portland Financial Advisors Inc28,670$322K0.8%-12.3%0.008%
(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, 489 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), Bessemer Group Inc. ($57.89M), Cohen & Steers Inc. ($57.60M), and Ameriprise Financial Inc. ($57.09M).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 366 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: Bank Julius Baer & Co. Ltd Zurich ($28.68M), Cohen & Steers Inc. ($12.39M), First Trust Advisors LP ($9.61M), LPL Financial LLC ($9.04M), Bank of America Corp DE ($8.21M), Raymond James Financial Inc. ($5.33M), and Bessemer Group Inc. ($5.09M).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 57,877,339 shares in the last 24 months. This purchase volume represents approximately $669.58M in transactions.

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

Of the 220 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 ($1.21M), 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 20,413,885 shares in the last 24 months. This volume of shares sold represents approximately $235.88M in transactions.



This page (NYSEARCA:PGX) was last updated on 7/19/2025 by MarketBeat.com Staff
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