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Invesco Preferred ETF (PGX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco Preferred ETF (NYSEARCA:PGX)

Number of
Institutional Buyers
(last 12 months)
255
Total
Institutional Inflows
(last 12 months)
$931.99M
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$290.82M
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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
4/25/2024 Summit Financial LLC48,320$574K0.0%+56.8%0.013%
4/25/2024 Cambridge Investment Research Advisors Inc.905,287$10.76M0.0%-3.6%0.243%
4/24/2024 CENTRAL TRUST Co57,866$687K0.0%-19.0%0.016%
4/24/2024 Newbridge Financial Services Group Inc.15,059$179K0.1%-11.8%0.004%
4/24/2024 Trinity Legacy Partners LLC20,846$248K0.1%-97.2%0.006%
4/24/2024 Simplicity Wealth LLC16,773$199K0.0%N/A0.004%
4/23/2024 Iowa State Bank1,268,750$15.07M3.3%-9.0%0.340%
4/23/2024 Global Retirement Partners LLC99,514$1.18M0.0%-12.4%0.027%
4/23/2024 Wealth Advisory Solutions LLC30,465$362K0.1%+55.2%0.008%
4/23/2024 Community Financial Services Group LLC108,804$1.29M0.3%N/A0.029%
4/23/2024 Nations Financial Group Inc. IA ADV41,546$494K0.0%-4.8%0.011%
4/23/2024 McAdam LLC670,793$7.97M0.5%+7.9%0.180%
4/23/2024 Duncker Streett & Co. Inc.9,000$107K0.0%+63.6%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.1,318,029$15.66M0.0%+53.9%0.353%
4/23/2024 StoneCrest Wealth Management Inc.182,235$2.17M1.9%+34.5%0.049%
4/22/2024 PFG Investments LLC17,460$207K0.0%N/A0.005%
4/22/2024 Raymond James & Associates888,952$10.56M0.0%+7.8%0.238%
4/22/2024Ashton Thomas Private Wealth LLC61,070$726K0.0%-1.8%0.016%
4/19/2024 Accel Wealth Management72,625$863K0.4%-6.4%0.019%
4/19/2024 Albion Financial Group UT96,024$1.14M0.1%+8.7%0.026%
4/18/2024 Plimoth Trust Co. LLC503,478$5.98M1.6%+3.8%0.135%
4/18/2024 O ROURKE & COMPANY Inc184,212$2.19M1.3%-3.9%0.049%
4/17/2024 Atticus Wealth Management LLC24,661$293K0.1%-4.7%0.007%
4/17/2024 Private Ocean LLC7,920$94K0.0%N/A0.002%
4/16/2024 Trifecta Capital Advisors LLC3,535$42K0.0%-40.8%0.001%
4/16/2024 Independence Bank of Kentucky66,227$787K0.2%-4.7%0.018%
4/16/2024 Edge Wealth Management LLC30,167$358K0.1%-24.0%0.008%
4/16/2024 Wealth Enhancement Advisory Services LLC108,465$1.29M0.0%+21.3%0.029%
4/15/2024 Stonebridge Advisors LLC1,682,794$19.99M4.2%-9.9%0.408%
4/15/2024 Sunbelt Securities Inc.10,030$119K0.0%-37.5%0.002%
4/15/2024 Sound Income Strategies LLC390,825$4.64M0.3%+9.9%0.095%
4/15/2024 Etesian Wealth Advisors Inc.157,928$1.88M1.1%-3.3%0.038%
4/15/2024 Columbia Advisory Partners LLC14,256$169K0.2%-7.6%0.003%
4/12/2024 Charles Schwab Trust Co219,725$2.61M0.2%-4.6%0.053%
4/12/2024 Worth Asset Management LLC30,946$368K0.2%+23.4%0.008%
4/12/2024 Global Assets Advisory LLC59,726$710K0.0%N/A0.014%
4/12/2024 AdvisorNet Financial Inc21,373$254K0.0%-5.4%0.005%
4/12/2024 First PREMIER Bank325,881$3.87M1.0%+14.0%0.079%
4/11/2024 RDA Financial Network30,650$364K0.1%-16.4%0.007%
4/11/2024 International Assets Investment Management LLC45,609$542K0.0%+17.4%0.011%
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4/11/2024 DHJJ Financial Advisors Ltd.2,300$27K0.0%-53.5%0.001%
4/11/2024 SignalPoint Asset Management LLC19,493$232K0.1%+11.4%0.005%
4/11/2024 RFG Advisory LLC445,604$5.29M0.2%+50.2%0.108%
4/10/2024 BCS Wealth Management29,460$350K0.1%-5.4%0.007%
4/10/2024 Bank of New Hampshire14,750$175K0.0%+13.0%0.004%
4/10/2024 Perennial Advisors LLC21,352$254K0.1%-4.6%0.005%
4/9/2024 Massmutual Trust Co. FSB ADV17,425$207K0.0%-29.6%0.004%
4/8/2024 Tompkins Financial Corp4,588$55K0.0%-20.1%0.001%
4/8/2024 RVW Wealth LLC27,305$324K0.0%-19.1%0.007%
4/5/2024 First Hawaiian Bank294,148$3.49M0.1%-4.9%0.071%
4/5/2024 Butensky & Cohen Financial Security Inc.81,713$971K0.3%-6.6%0.020%
4/5/2024 NBC Securities Inc.32,876$391K0.0%+5.3%0.008%
4/3/2024 Strategic Advocates LLC17,180$204K0.1%-44.0%0.004%
3/28/2024 Newbridge Financial Services Group Inc.17,074$196K0.1%-15.4%0.004%
3/22/2024PNC Financial Services Group Inc.72,668$834K0.0%-3.6%0.018%
3/15/2024B. Riley Wealth Advisors Inc.20,758$238K0.0%-18.5%0.005%
3/14/2024 Walden Wealth Partners LLC10,200$117K0.1%N/A0.002%
3/8/2024ICA Group Wealth Management LLC11,023$126K0.0%N/A0.003%
3/5/2024Fisher Asset Management LLC16,630$191K0.0%N/A0.004%
2/26/2024Integrated Advisors Network LLC208,350$2.39M0.1%-2.7%0.051%
2/23/2024Chicago Partners Investment Group LLC11,607$135K0.0%-79.8%0.003%
2/17/2024Madison Wealth Partners Inc103,070$1.18M0.5%N/A0.025%
2/16/2024D L Carlson Investment Group Inc.109,888$1.30M0.3%-70.4%0.027%
2/15/2024Cohen & Steers Inc.6,707,643$76.94M0.2%+1,074,842.8%1.627%
2/15/2024Comerica Bank138,404$1.59M0.0%-20.9%0.034%
2/14/2024Coastwise Capital Group LLC71,448$820K0.8%-16.6%0.017%
2/14/2024Basso Capital Management L.P.10,319$118K0.1%N/A0.003%
2/13/2024Stephens Inc. AR179,183$2.06M0.0%-20.8%0.043%
2/13/2024Oppenheimer & Co. Inc.181,264$2.08M0.0%+14.4%0.044%
2/13/2024Tower Research Capital LLC TRC7,849$90K0.0%+238.8%0.002%
2/13/2024Holderness Investments Co.10,050$115K0.0%N/A0.002%
2/13/2024CIBC Private Wealth Group LLC179,315$2.06M0.0%-6.6%0.043%
2/13/2024Beacon Bridge Wealth Partners LLC18,971$218K0.1%-20.6%0.005%
2/13/2024Belpointe Asset Management LLC23,661$271K0.0%N/A0.006%
2/13/2024Intrepid Financial Planning Group LLC1,181,755$13.56M6.5%-9.9%0.287%
2/13/2024United Community Bank13,248$152K0.1%-65.5%0.003%
2/13/2024FinTrust Capital Advisors LLC14,940$171K0.0%-27.2%0.004%
2/12/2024Evoke Wealth LLC19,848$228K0.0%-34.5%0.005%
2/12/2024J. W. Coons Advisors LLC36,670$421K0.1%-40.0%0.009%
2/12/2024Focus Financial Network Inc. ADV37,777$433K0.0%N/A0.009%
2/12/2024Stifel Financial Corp440,480$5.05M0.0%+7.1%0.107%
2/12/2024Steward Partners Investment Advisory LLC193,529$2.22M0.0%-8.2%0.047%
2/12/2024 CAP Partners LLC17,371$199K0.2%N/A0.004%
2/12/2024Landaas & Co. WI ADV33,824$388K0.1%-48.1%0.008%
2/12/2024Parallel Advisors LLC9,483$109K0.0%-49.5%0.002%
2/12/2024Beta Wealth Group Inc.173,913$2.00M1.0%-2.7%0.042%
2/12/2024Godshalk Welsh Capital Management Inc.53,000$608K0.4%-46.6%0.013%
2/9/2024 Nations Financial Group Inc. IA ADV43,621$500K0.0%+11.3%0.011%
2/9/2024Advisory Services Network LLC27,533$316K0.0%-15.0%0.007%
2/9/2024Orion Portfolio Solutions LLC200,327$2.32M0.0%-10.0%0.049%
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2/9/2024Avantax Planning Partners Inc.354,626$4.07M0.2%-67.2%0.086%
2/9/2024FineMark National Bank & Trust12,190$140K0.0%-46.7%0.003%
2/9/2024Commerce Bank26,571$305K0.0%-16.1%0.006%
2/9/2024 Cambridge Investment Research Advisors Inc.939,158$10.77M0.0%-3.9%0.228%
2/9/20241620 Investment Advisors Inc.59,612$684K0.7%-12.1%0.014%
2/9/2024CreativeOne Wealth LLC10,195$117K0.0%-29.3%0.002%
2/9/2024D.A. Davidson & CO.75,587$867K0.0%+1.7%0.018%
2/9/2024Wells Fargo & Company MN15,353,490$176.11M0.0%-0.5%3.724%
2/9/2024Paragon Private Wealth Management LLC44,125$506K0.4%-6.8%0.011%
2/9/2024Gladstone Institutional Advisory LLC19,334$222K0.0%+64.7%0.005%
(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, 551 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 ($160.33M), 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 424 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 ($8.88M), 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. ($3.75M).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 116,878,083 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 357 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 ($8.73M), Bank of America Corp DE ($6.33M), Huntington National Bank ($4.72M), Stonebridge Advisors LLC ($3.60M), Advisory Alpha LLC ($2.88M), Bank of Montreal Can ($2.73M), and Envestnet Asset Management Inc. ($2.58M).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 70,037,736 shares in the last 24 months. This volume of shares sold represents approximately $833.92M in transactions.


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This page (NYSEARCA:PGX) was last updated on 4/25/2024 by MarketBeat.com Staff

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