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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.05 +0.06 (+0.55%)
As of 03:39 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
245
Total
Institutional Inflows
(last 12 months)
$665.36M
Number of
Institutional Sellers
(last 12 months)
221
Total
Institutional Outflows
(last 12 months)
$243.40M
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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
5/15/2025MAI Capital Management581,394$6.52M0.0%-4.6%0.162%
5/15/2025 Calton & 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%
5/13/2025 Cascade Financial Partners LLC248,495$2.79M0.4%+179.0%0.069%
5/13/2025 Steward Partners Investment Advisory LLC522,310$5.86M0.1%+2.0%0.145%
5/13/2025 Intrepid Financial Planning Group LLC855,037$9.59M4.4%-3.4%0.237%
5/13/2025 Raymond James Financial Inc.2,769,857$31.08M0.0%+8.1%0.767%
5/13/2025 HighTower Advisors LLC118,591$1.33M0.0%-38.8%0.033%
5/12/2025 Invesco Ltd.110,913$1.24M0.0%-7.1%0.031%
5/12/2025 Beam Wealth Advisors Inc.93,662$1.05M0.4%-11.9%0.026%
5/12/2025 AlphaCore Capital LLC83,483$937K0.1%N/A0.023%
5/12/2025 WealthPlan Investment Management LLC16,047$180K0.0%+7.0%0.004%
5/9/2025 Wealthspire Advisors LLC55,074$618K0.0%-31.1%0.015%
5/9/2025 Atria Wealth Solutions Inc.49,950$560K0.0%+32.9%0.014%
5/9/2025 Cary 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%
5/9/2025 Commonwealth Equity Services LLC1,421,724$15.95M0.0%-1.8%0.394%
5/9/2025 Beta Wealth Group Inc.31,580$354K0.1%-54.4%0.009%
5/9/2025 PNC Financial Services Group Inc.16,064$180K0.0%-17.6%0.004%
5/8/2025 Baker Avenue Asset Management LP249,332$2.80M0.1%-39.6%0.069%
5/8/2025 Commerce Bank25,720$289K0.0%N/A0.007%
5/8/2025 Shufro Rose & Co. LLC68,977$774K0.1%+16.0%0.019%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,423$162K0.0%N/A0.004%
5/8/2025 Harbour Investments Inc.5,720$64K0.0%+25.5%0.002%
5/8/2025 CAP Partners LLC14,293$160K0.1%-17.3%0.004%
5/8/2025 Portland Financial Advisors Inc28,670$322K0.8%-12.3%0.008%
5/8/2025 Geneos Wealth Management Inc.401,069$4.50M0.1%+7.2%0.111%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC15,389$173K0.0%N/A0.004%
5/7/2025 Sheaff Brock Investment Advisors LLC11,433$128K0.0%-59.8%0.003%
5/7/2025 LPL Financial LLC15,193,057$170.47M0.1%+3.3%4.207%
5/7/2025 Texas Yale Capital Corp.15,800$177K0.0%+20.6%0.004%
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5/6/2025 Cetera Investment Advisers411,582$4.62M0.0%+5.5%0.114%
5/6/2025 Avantax Advisory Services Inc.36,531$410K0.0%+3.8%0.010%
5/6/2025 Glaxis Capital Management LLC105,000$1.18M4.5%+31.3%0.029%
5/6/2025 Pinnacle Associates Ltd.24,018$269K0.0%+18.1%0.007%
5/6/2025 Noesis Capital Mangement Corp438,796$4.92M1.0%+0.9%0.121%
5/6/2025 AE Wealth Management LLC80,812$907K0.0%-60.1%0.022%
5/6/2025 J. W. Coons Advisors LLC21,535$242K0.1%-16.5%0.006%
5/6/2025 Jackson Grant Investment Advisers Inc.47,601$534K0.2%+41.7%0.013%
5/5/2025 Gries Financial LLC41,914$470K0.1%-46.7%0.012%
5/5/2025 Coastwise Capital Group LLC56,994$639K0.5%-2.2%0.016%
5/5/2025 IFP Advisors Inc193,438$2.17M0.1%-16.5%0.054%
5/5/2025 Calton & Associates Inc.17,169$193K0.0%N/A0.005%
5/5/2025 Kestra Private Wealth Services LLC22,888$257K0.0%-7.6%0.006%
5/5/2025 Carnegie Lake Advisors LLC13,052$146K0.1%-21.1%0.004%
5/5/2025 Csenge Advisory Group29,006$317K0.0%+8.6%0.008%
5/5/2025 Private Advisor Group LLC674,509$7.57M0.0%+14.1%0.187%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.850,000$9.54M0.1%N/A0.235%
5/2/2025 Independent Wealth Network Inc.101,122$1.14M0.5%+11.8%0.028%
5/2/2025 Kingsview Wealth Management LLC81,107$910K0.0%-5.4%0.022%
5/2/2025 Apollon Wealth Management LLC29,414$330K0.0%-91.0%0.008%
5/2/2025 Sigma Planning Corp83,508$937K0.0%-52.3%0.023%
5/1/2025 Gould Asset Management LLC CA77,195$866K0.2%+2.6%0.021%
5/1/2025 Oxbow Advisors LLC25,688$288K0.0%+69.5%0.007%
5/1/2025 Stephens Inc. AR181,797$2.04M0.0%-24.8%0.050%
5/1/2025 Gateway 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%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
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%
4/23/2025 Live Oak Investment Partners675,578$7.58M6.0%+1.2%0.187%
(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, 495 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 PGX's institutional investors.

Which institutional investors have been buying Invesco Preferred ETF stock?

Of the 375 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 ($28.68M), 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 132,530,064 shares in the last 24 months. This purchase volume represents approximately $1.52B in transactions.

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

Of the 314 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: Stonebridge Advisors LLC ($4.62M), Apollon Wealth Management LLC ($2.41M), Allworth Financial LP ($2.38M), Spectrum Asset Management Inc. ($2.37M), Ameriprise Financial Inc. ($1.73M), Iowa State Bank ($1.38M), and Advisors Management Group Inc. ADV ($1.27M).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 39,144,722 shares in the last 24 months. This volume of shares sold represents approximately $449.45M in transactions.



This page (NYSEARCA:PGX) was last updated on 5/15/2025 by MarketBeat.com Staff
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