NYSEARCA:PGX

Invesco Preferred ETF - PGX Institutional Ownership

$11.28

+0.01 (+0.09%)

(As of 03/28/2023 11:26 AM ET)

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Today's Range: $11.20
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$11.29
50-Day Range: $10.99
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$12.77
52-Week Range: $10.93
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$13.57

Volume: 908,657 shs
Average Volume: 7.13 million shs
Market Capitalization: $4.47 billion

Assets Under Management: $4.56 billion
Dividend Yield: 6.29%
Net Expense Ratio: 0.50%

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Institutional Ownership

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Number of Institutional Buyers (last 12 months): 316
Total Institutional Inflows (last 12 months): $476.91 M
Number of Institutional Sellers (last 12 months): 302
Total Institutional Outflows (last 12 months): $588.43 M

PGX Institutional Buying and Selling by Quarter

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Invesco Preferred ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/23/2023	Prostatis Group LLC	12,980	$0.15M	0.1%	+11.9%	0.003%
3/15/2023	B. Riley Wealth Advisors Inc.	40,031	$0.45M	0.0%	-9.0%	0.010%
3/8/2023	Sheets Smith Wealth Management	17,668	$0.20M	0.0%	-5.4%	0.004%
3/6/2023	Rockefeller Capital Management L.P.	1,165,547	$13.03M	0.1%	+19.6%	0.294%
3/6/2023	OLD Mission Capital LLC	50,307	$0.56M	0.0%	+289.0%	0.013%
3/2/2023	Leading Edge Financial Planning LLC	24,336	$0.27M	0.2%	N/A	0.006%

3/1/2023	Whitener Capital Management Inc.	29,825	$0.33M	0.1%	-7.2%	0.008%
2/24/2023	SRS Capital Advisors Inc.	100,864	$1.13M	0.2%	-17.7%	0.025%
2/24/2023	Natixis	45,184	$0.51M	0.0%	N/A	0.011%
2/22/2023	CVA Family Office LLC	17,000	$0.19M	0.0%	-22.5%	0.004%
2/21/2023	Northwestern Mutual Wealth Management Co.	186,009	$2.08M	0.0%	-28.6%	0.047%
2/21/2023	B. Riley Wealth Advisors Inc.	40,031	$0.45M	0.0%	-9.0%	0.010%
2/17/2023	Truist Financial Corp	332,140	$3.71M	0.0%	-16.6%	0.083%
2/17/2023	Sterling Group Wealth Management LLC	13,177	$0.15M	0.1%	N/A	0.003%
2/16/2023	Bensler LLC	22,881	$0.26M	0.1%	-15.8%	0.006%
2/16/2023	American Trust	25,967	$0.29M	0.0%	N/A	0.006%
2/16/2023	AlphaQ Advisors LLC	81,837	$0.92M	0.8%	N/A	0.020%
2/16/2023	Pacific Capital Wealth Advisors Inc.	170,785	$1.91M	0.5%	-8.4%	0.043%
2/16/2023	RFG Advisory LLC	320,777	$4.04M	0.2%	+56.7%	0.080%
2/16/2023	Resurgent Financial Advisors LLC	7,893	$88K	0.0%	N/A	0.002%
2/16/2023	United Capital Financial Advisers LLC	17,066	$0.19M	0.0%	+10.4%	0.004%
2/16/2023	Wellington Shields Capital Management LLC	9,706	$0.11M	0.0%	-33.9%	0.002%
2/16/2023	Live Oak Investment Partners	164,891	$1.84M	1.7%	N/A	0.041%
2/15/2023	Steward Partners Investment Advisory LLC	198,385	$2.22M	0.0%	-7.9%	0.050%
2/15/2023	WealthPLAN Partners LLC	73,316	$0.92M	0.1%	N/A	0.018%
2/15/2023	Landaas & Co. WI ADV	74,116	$0.83M	0.5%	-25.0%	0.019%
2/15/2023	Atlas Capital Advisors LLC	19,597	$0.22M	0.0%	N/A	0.005%
2/15/2023	Apollon Wealth Management LLC	19,402	$0.22M	0.0%	+60.5%	0.005%
2/15/2023	Captrust Financial Advisors	65,326	$0.73M	0.0%	-30.7%	0.016%
2/15/2023	IHT Wealth Management LLC	13,279	$0.15M	0.0%	-15.3%	0.003%
2/15/2023	Jane Street Group LLC	947,164	$10.59M	0.0%	+206.7%	0.237%
2/15/2023	Patriot Investment Management Group Inc.	75,461	$0.94M	0.1%	-20.5%	0.019%
2/15/2023	McIlrath & Eck LLC	2,754	$31K	0.0%	-22.8%	0.001%
2/15/2023	Proquility Private Wealth Partners LLC	32,068	$0.36M	0.1%	-12.1%	0.008%
2/15/2023	Cerity Partners LLC	1,047,554	$11.71M	0.1%	N/A	0.262%
2/15/2023	Shepherd Kaplan Krochuk LLC	153,768	$1.72M	1.0%	-11.1%	0.038%
2/15/2023	Stonebridge Advisors LLC	1,272,578	$14.23M	4.7%	N/A	0.318%
2/15/2023	Strategic Investment Solutions Inc. IL	42,812	$0.55M	0.3%	N/A	0.011%
2/15/2023	Mcmillion Capital Management Inc.	16,730	$0.19M	0.2%	-7.3%	0.004%
2/15/2023	Money Concepts Capital Corp	181,216	$2.03M	0.1%	-49.2%	0.045%

2/15/2023	Morgan Stanley	11,412,032	$127.59M	0.0%	+1.5%	2.854%
2/15/2023	Mariner LLC	95,365	$1.07M	0.0%	+202.3%	0.024%
2/15/2023	FinTrust Capital Advisors LLC	84,365	$0.94M	0.2%	-57.1%	0.021%
2/15/2023	Aspire Private Capital LLC	1,756	$19.63B	0.0%	-41.2%	0.000%
2/15/2023	Atlas Private Wealth Advisors	15,203	$0.17M	0.1%	-87.5%	0.004%
2/14/2023	Arkos Global Advisors	339,260	$3.79M	1.0%	+10.0%	0.085%
2/14/2023	Heron Financial Group LLC	191,226	$2.24M	1.5%	-51.0%	0.048%
2/14/2023	Cetera Advisor Networks LLC	227,605	$2.55M	0.0%	+59.3%	0.057%
2/14/2023	Cetera Investment Advisers	625,857	$7M	0.1%	+2.8%	0.157%
2/14/2023	Cetera Advisors LLC	101,658	$1.14M	0.0%	+74.5%	0.025%
2/14/2023	Cary Street Partners Asset Management LLC	20,000	$0.22M	0.0%	+25.0%	0.005%
2/14/2023	Laurel Wealth Advisors Inc.	23,272	$0.26M	0.0%	-11.7%	0.006%
2/14/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	27,248	$0.30M	0.0%	-2.9%	0.007%
2/14/2023	Quantitative Advantage LLC	16,961	$0.19M	0.0%	N/A	0.004%
2/13/2023	Prio Wealth Limited Partnership	38,560	$0.43M	0.0%	N/A	0.010%
2/13/2023	Charles Schwab Investment Advisory Inc.	60,590	$0.68M	0.0%	+67.3%	0.015%
2/13/2023	Deutsche Bank AG	25,000	$0.28M	0.0%	N/A	0.006%
2/13/2023	GeoWealth Management LLC	9,299	$0.10M	0.0%	-10.0%	0.002%
2/13/2023	Baird Financial Group Inc.	657,014	$7.35M	0.0%	-30.9%	0.164%
2/13/2023	Kingsview Wealth Management LLC	25,718	$0.29M	0.0%	-10.1%	0.006%
2/13/2023	Wealthcare Advisory Partners LLC	32,521	$0.36M	0.0%	-18.2%	0.008%
2/13/2023	Integrated Wealth Concepts LLC	358,516	$4.01M	0.1%	+70.1%	0.090%
2/13/2023	Wells Fargo & Company MN	13,237,278	$147.99M	0.0%	-37.3%	3.310%
2/13/2023	O ROURKE & COMPANY Inc	195,472	$2.19M	1.7%	+28.3%	0.049%
2/13/2023	Heritage Wealth Management LLC	14,000	$0.16M	0.0%	+100.0%	0.004%
2/13/2023	Renaissance Technologies LLC	230,750	$2.58M	0.0%	N/A	0.058%
2/13/2023	Atria Wealth Solutions Inc.	66,001	$0.74M	0.0%	+33.5%	0.017%
2/13/2023	CIBC Private Wealth Group LLC	208,120	$2.33M	0.0%	-30.1%	0.052%
2/13/2023	JPMorgan Chase & Co.	1,340,505	$14.99M	0.0%	+251.8%	0.335%
2/13/2023	M&T Bank Corp	52,843	$0.99M	0.0%	+8.7%	0.013%
2/13/2023	Beta Wealth Group Inc.	87,951	$0.98M	0.7%	N/A	0.022%
2/10/2023	Good Life Advisors LLC	17,600	$0.20M	0.0%	-6.3%	0.004%
2/10/2023	Bank of America Corp DE	57,289,724	$640.50M	0.1%	+13.9%	14.326%
2/10/2023	Creative Planning	924,289	$10.33M	0.0%	+3.6%	0.231%
2/10/2023	Checchi Capital Advisers LLC	767,025	$8.58M	0.9%	+98.3%	0.192%
2/10/2023	Sei Investments Co.	82,092	$0.92M	0.0%	+5.3%	0.021%
2/10/2023	Wealth Advisory Solutions LLC	41,125	$0.46M	0.1%	-19.0%	0.010%
2/10/2023	Beacon Bridge Wealth Partners LLC	27,356	$0.31M	0.2%	N/A	0.007%
2/10/2023	Ameritas Advisory Services LLC	48,266	$0.54M	0.0%	-5.5%	0.012%
2/10/2023	Evoke Wealth LLC	19,848	$0.22M	0.0%	+329.6%	0.005%
2/10/2023	Sequoia Financial Advisors LLC	103,228	$1.15M	0.0%	+6.0%	0.026%
2/10/2023	White Pine Capital LLC	12,388	$0.14M	0.1%	-8.2%	0.003%
2/10/2023	Rehmann Capital Advisory Group	10,866	$0.12M	0.0%	-23.5%	0.003%
2/10/2023	CoreCap Advisors LLC	3,472	$39K	0.0%	N/A	0.001%
2/10/2023	Advisor Group Holdings Inc.	2,103,999	$23.52M	0.0%	+3.9%	0.526%
2/10/2023	SVB Wealth LLC	89,036	$1M	0.0%	N/A	0.022%
2/10/2023	Vickerman Investment Advisors Inc.	14,295	$0.16M	0.1%	N/A	0.004%
2/10/2023	PNC Financial Services Group Inc.	78,574	$0.88M	0.0%	-12.6%	0.020%
2/10/2023	Blair William & Co. IL	264,595	$2.96M	0.0%	+20.0%	0.066%
2/10/2023	Commerce Bank	29,246	$0.33M	0.0%	-27.3%	0.007%

2/10/2023	Avantax Planning Partners Inc.	718,368	$8.03M	0.3%	+30.4%	0.180%
2/10/2023	Tempus Wealth Planning LLC	31,475	$0.35M	0.2%	N/A	0.008%
2/10/2023	Moors & Cabot Inc.	43,726	$0.49M	0.0%	-8.8%	0.011%
2/9/2023	Running Point Capital Advisors LLC	24,085	$0.27M	0.2%	+58.9%	0.006%
2/9/2023	Tocqueville Asset Management L.P.	39,000	$0.44M	0.0%	N/A	0.010%
2/9/2023	First Trust Advisors LP	1,272,578	$14.23M	0.0%	+244.4%	0.318%
2/9/2023	Sowell Financial Services LLC	37,359	$0.42M	0.0%	+3.5%	0.009%
2/9/2023	Principal Financial Group Inc.	1,083,869	$12.12M	0.0%	+318.6%	0.271%
2/9/2023	Huntington National Bank	2,675,748	$29.92M	0.3%	-23.9%	0.669%
2/9/2023	HBK Sorce Advisory LLC	482,060	$5.39M	0.1%	+100.6%	0.121%

(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, 620 institutional investors and hedge funds held shares of Invesco Preferred ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($798.66B), Aspire Private Capital LLC ($19.63B), Bank of America Corp DE ($640.50M), Wells Fargo & Company MN ($147.99M), Ameriprise Financial Inc. ($133.57M), Bessemer Group Inc. ($127.78M), and Morgan Stanley ($127.59M).Learn more on PGX's institutional investors.
Which institutional investors have been buying Invesco Preferred ETF stock?: Of the 531 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 of America Corp DE ($16.81M), Bessemer Group Inc. ($8.34M), Bank of Montreal Can ($4.59M), Allworth Financial LP ($4.16M), First Trust Advisors LP ($2.90M), Advisory Alpha LLC ($2.82M), and Spectrum Asset Management Inc. ($2.30M).
How much institutional buying is happening at Invesco Preferred ETF?: Institutional investors have bought a total of 101,933,709 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

Which Invesco Preferred ETF major shareholders have been selling company stock?: Of the 400 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 ($10.57M), Royal Bank of Canada ($4.83M), Huntington National Bank ($4.41M), Envestnet Asset Management Inc. ($3.98M), Bank of Montreal Can ($3.96M), Advisory Alpha LLC ($2.85M), and Hilton Capital Management LLC ($2.31M).
How much institutional selling is happening at Invesco Preferred ETF?: Institutional investors have sold a total of 76,931,840 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.

This page (NYSEARCA:PGX) was last updated on 3/28/2023 by MarketBeat.com Staff

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Invesco Preferred ETF - PGX Institutional Ownership

PGX Institutional Buying and Selling by Quarter

Invesco Preferred ETF Major Shareholders & Ownership History

PGX Institutional Ownership - Frequently Asked Questions

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Invesco Preferred ETF - PGX Institutional Ownership

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

PGX Institutional Buying and Selling by Quarter

Invesco Preferred ETF Major Shareholders & Ownership History

PGX Institutional Ownership - Frequently Asked Questions