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Invesco Preferred ETF (PGX) Institutional Ownership

$11.66
+0.05 (+0.43%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
218
Total
Institutional Inflows
(last 12 months)
$470.83M
Number of
Institutional Sellers
(last 12 months)
218
Total
Institutional Outflows
(last 12 months)
$199.59M
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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
7/26/2024Aletheian Wealth Advisors LLC51,588$596K0.3%-2.2%0.014%
7/26/2024Checchi Capital Advisers LLC1,234,217$14.26M0.7%+4.7%0.329%
7/26/2024LS Investment Advisors LLC22,405$259K0.0%+24.5%0.006%
7/26/2024Cambridge Investment Research Advisors Inc.872,548$10.08M0.0%-3.6%0.233%
7/26/2024Wealth Advisory Solutions LLC34,164$395K0.1%+12.1%0.009%
7/26/2024Crew Capital Management Ltd.72,938$842K0.7%+125.5%0.019%
7/25/2024 Independence Bank of Kentucky63,177$730K0.2%-4.6%0.017%
7/25/2024 Community Financial Services Group LLC72,800$841K0.2%-33.1%0.019%
7/25/2024 Field & Main Bank289,139$3.34M1.3%+7.3%0.077%
7/25/2024 Etesian Wealth Advisors Inc.152,328$1.76M1.0%-3.5%0.041%
7/24/2024 McAdam LLC699,511$8.08M0.5%+4.3%0.187%
7/23/2024 Geneos Wealth Management Inc.375,730$4.34M0.2%+38.6%0.100%
7/23/2024 Boothe Investment Group Inc.197,859$2.28M1.1%+9.7%0.053%
7/23/2024 GYL Financial Synergies LLC202,636$2.34M0.2%-4.7%0.054%
7/23/2024 Plimoth Trust Co. LLC485,688$5.61M1.5%-3.5%0.130%
7/23/2024 1620 Investment Advisors Inc.63,179$730K0.6%+2.9%0.017%
7/23/2024 First National Bank & Trust Co. of Newtown670,519$7.74M1.6%+0.6%0.179%
7/23/2024 NewSquare Capital LLC78,892$911K0.1%+15.6%0.021%
7/23/2024 Iowa State Bank1,314,877$15.19M3.4%+3.6%0.351%
7/23/2024 KG&L Capital Management LLC206,386$2.38M0.8%-8.3%0.055%
7/22/2024 Argus Investors Counsel Inc.41,526$480K0.3%+3.1%0.011%
7/22/2024Focus Financial Network Inc.27,236$321K0.0%-11.1%0.007%
7/22/2024Sanibel Captiva Trust Company Inc.231,730$2.68M0.1%-33.4%0.062%
7/22/2024 Carnegie Investment Counsel12,000$139K0.0%-46.8%0.003%
7/20/2024 First Horizon Advisors Inc.31,518$364K0.0%-3.1%0.008%
7/20/2024 Madrona Financial Services LLC23,259$269K0.1%-16.3%0.006%
7/20/2024 Raymond James Financial Services Advisors Inc.1,382,375$15.97M0.0%+4.9%0.369%
7/20/2024 Apollon Wealth Management LLC2,439,962$28.18M0.9%+2,034.9%0.651%
7/19/2024 MONECO Advisors LLC20,545$237K0.0%-20.6%0.005%
7/19/2024 Western Wealth Management LLC26,991$312K0.0%-9.0%0.007%
7/19/2024 Garrett Wealth Advisory Group LLC697,033$8.05M3.0%+0.7%0.186%
7/19/2024 Raymond James & Associates925,476$10.69M0.0%+4.1%0.247%
7/19/2024 Stonebridge Advisors LLC658,886$7.61M1.7%-60.8%0.176%
7/18/2024 Brookstone Capital Management39,959$471K0.0%-2.6%0.011%
7/18/2024 Old Port Advisors17,564$203K0.1%-19.7%0.005%
7/18/2024 Prairiewood Capital LLC495,144$5.72M2.7%+3.1%0.132%
7/18/2024 O ROURKE & COMPANY Inc24,023$277K0.2%-87.0%0.006%
7/17/2024 Atticus Wealth Management LLC23,538$272K0.1%-4.6%0.006%
7/17/2024 Whitener Capital Management Inc.13,751$159K0.0%-15.0%0.004%
7/17/2024 First PREMIER Bank295,231$3.41M0.9%-9.4%0.079%
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7/17/2024 Robbins Farley6,322$73K0.0%-12.6%0.002%
7/17/2024 AdvisorNet Financial Inc18,520$214K0.0%-13.3%0.005%
7/16/2024 Envestnet Portfolio Solutions Inc.13,122$152K0.0%-42.8%0.004%
7/16/2024 GPS Wealth Strategies Group LLC34,554$399K0.1%-16.1%0.009%
7/16/2024 Wealth Enhancement Advisory Services LLC155,293$1.79M0.0%+43.2%0.041%
7/16/2024 BCS Wealth Management28,604$330K0.2%-2.9%0.008%
7/16/2024 Friedenthal Financial39,192$453K0.3%+5.5%0.010%
7/16/2024 Sequoia Financial Advisors LLC87,976$1.02M0.0%-12.4%0.023%
7/15/2024Dynamic Advisor Solutions LLC11,480$133K0.0%N/A0.003%
7/15/2024 Fifth Third Securities Inc.22,716$262K0.0%-79.3%0.006%
7/15/2024 Granite Bay Wealth Management LLC152,728$1.77M0.0%N/A0.041%
7/15/2024 RFG Advisory LLC483,631$5.59M0.2%+8.5%0.129%
7/12/2024 Sound Income Strategies LLC422,794$4.88M0.3%+8.2%0.113%
7/12/2024 Cypress Wealth Services LLC10,002$116K0.0%-16.7%0.003%
7/12/2024 Diversify Advisory Services LLC12,185$141K0.0%-31.6%0.003%
7/12/2024 Optimum Investment Advisors52,012$601K0.3%-7.8%0.014%
7/12/2024 Sax Wealth Advisors LLC17,565$203K0.0%+9.4%0.005%
7/12/2024 Lion Street Advisors LLC40,382$466K0.2%-7.1%0.011%
7/12/2024 Register Financial Advisors LLC7,546$87K0.0%-33.1%0.002%
7/12/2024 Capital Investment Advisors LLC17,712$205K0.0%-33.4%0.005%
7/12/2024Accel Wealth Management67,109$775K0.3%-7.6%0.018%
7/11/2024 OLD National Bancorp IN67,432$779K0.0%-53.7%0.018%
7/11/2024 Worth Asset Management LLC44,117$510K0.3%+42.6%0.012%
7/11/2024 Butensky & Cohen Financial Security Inc.78,076$902K0.3%-4.5%0.021%
7/10/2024Simplicity Wealth LLC10,995$127K0.0%-34.4%0.003%
7/10/2024 RDA Financial Network22,605$261K0.1%-26.2%0.006%
7/10/2024 Albion Financial Group UT93,728$1.08M0.1%-2.4%0.025%
7/10/2024 CWM LLC32,039$370K0.0%+7.8%0.009%
7/10/2024 CVA Family Office LLC15,903$184K0.0%-9.3%0.004%
7/10/2024 Apella Capital LLC28,148$326K0.0%-7.8%0.008%
7/9/2024 Kingswood Wealth Advisors LLC26,499$306K0.0%N/A0.007%
7/8/2024 RVW Wealth LLC17,938$207K0.0%-34.3%0.005%
7/2/2024 First Hawaiian Bank291,506$3.37M0.1%-0.9%0.078%
7/2/2024 GAMMA Investing LLC13,321$154K0.0%N/A0.004%
7/2/2024 Transcend Capital Advisors LLC157,460$1.82M0.1%+4.5%0.042%
7/1/2024 Bank of New Hampshire13,800$159K0.0%-6.4%0.004%
6/26/2024 Old Port Advisors21,883$260K0.1%-27.4%0.006%
5/24/2024Cetera Advisors LLC27,125$322K0.0%+119.5%0.007%
5/24/2024Cetera Investment Advisers742,883$8.83M0.0%+120.5%0.198%
5/21/2024Atria Investments Inc282,990$3.36M0.0%+1.8%0.076%
5/21/2024Sanibel Captiva Trust Company Inc.347,825$4.13M0.1%-7.8%0.093%
5/20/2024Bluefin Capital Management LLC327,270$3.89M0.6%N/A0.087%
5/17/2024WealthPlan Investment Management LLC23,482$279K0.0%-4.7%0.006%
5/17/2024Comerica Bank177,530$2.11M0.0%+28.3%0.047%
5/17/2024Consultiva Wealth Management CORP.8,093$96K0.9%N/A0.002%
5/16/2024B. Riley Wealth Advisors Inc.25,470$279K0.0%+22.7%0.007%
5/16/2024Waverly Advisors LLC143,211$1.70M0.0%N/A0.038%
5/15/2024Quadrature Capital Ltd65,331$777K0.0%N/A0.017%
5/14/2024Sheaff Brock Investment Advisors LLC25,487$303K0.0%-19.0%0.007%
5/14/2024EP Wealth Advisors LLC19,401$230K0.0%N/A0.005%
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5/14/2024CreativeOne Wealth LLC19,485$232K0.0%+91.1%0.005%
5/13/2024Hilltop Partners LLC18,238$217K0.1%-13.2%0.005%
5/13/2024Balanced Rock Investment Advisors LLC23,430$278K0.2%-49.5%0.006%
5/10/2024Osaic Holdings Inc.2,027,101$24.08M0.1%+10.4%0.541%
5/10/2024Glaxis Capital Management LLC75,000$891K1.6%+2.7%0.020%
5/9/2024Orion Portfolio Solutions LLC207,188$2.46M0.0%+3.4%0.055%
5/9/2024Blair William & Co. IL355,240$4.22M0.0%+17.5%0.095%
5/9/2024HBK Sorce Advisory LLC195,070$2.32M0.1%+5.8%0.052%
5/9/2024Landaas & Co. WI ADV28,987$344K0.1%-14.3%0.008%
5/9/2024 Koshinski Asset Management Inc.12,885$153K0.0%-71.0%0.003%
(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, 515 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 389 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. ($3.13M).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 116,087,586 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 339 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 ($4.97M), Stonebridge Advisors LLC ($4.62M), Advisory Alpha LLC ($2.88M), Bank of Montreal Can ($2.24M), Huntington National Bank ($1.86M), and Janney Montgomery Scott LLC ($1.62M).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 58,306,083 shares in the last 24 months. This volume of shares sold represents approximately $672.15M in transactions.


This page (NYSEARCA:PGX) was last updated on 7/27/2024 by MarketBeat.com Staff

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