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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.23 -0.04 (-0.35%)
Closing price 07/7/2025 04:10 PM Eastern
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$11.33 +0.10 (+0.89%)
As of 07/7/2025 06:51 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)
246
Total
Institutional Inflows
(last 12 months)
$665.58M
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$249.87M
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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
7/7/2025Investors Research Corp481,270$5.36M1.1%+8.4%0.137%
7/7/2025Thurston Springer Miller Herd & Titak Inc.5,430$60K0.0%+94.4%0.002%
7/7/2025Aletheian 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%
5/21/2025McAdam 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%
5/16/2025Wilson & 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%
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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%
5/9/2025Strategic Investment Solutions Inc. IL2,899$33K0.0%-28.0%0.001%
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%
5/8/2025Geneos Wealth Management Inc.401,069$4.50M0.1%+7.2%0.111%
5/7/2025Pinnacle Wealth Management Advisory Group LLC15,389$173K0.0%N/A0.004%
5/7/2025Sheaff Brock Investment Advisors LLC11,433$128K0.0%-59.8%0.003%
5/7/2025LPL Financial LLC15,193,057$170.47M0.1%+3.3%4.207%
5/7/2025Texas Yale Capital Corp.15,800$177K0.0%+20.6%0.004%
5/6/2025Cetera Investment Advisers411,582$4.62M0.0%+5.5%0.114%
5/6/2025Avantax Advisory Services Inc.36,531$410K0.0%+3.8%0.010%
5/6/2025Glaxis Capital Management LLC105,000$1.18M4.5%+31.3%0.029%
5/6/2025Pinnacle Associates Ltd.24,018$269K0.0%+18.1%0.007%
5/6/2025Noesis Capital Mangement Corp438,796$4.92M1.0%+0.9%0.121%
5/6/2025AE Wealth Management LLC80,812$907K0.0%-60.1%0.022%
5/6/2025J. W. Coons Advisors LLC21,535$242K0.1%-16.5%0.006%
5/6/2025Jackson Grant Investment Advisers Inc.47,601$534K0.2%+41.7%0.013%
5/5/2025Gries Financial LLC41,914$470K0.1%-46.7%0.012%
5/5/2025Coastwise Capital Group LLC56,994$639K0.5%-2.2%0.016%
5/5/2025IFP Advisors Inc193,438$2.17M0.1%-16.5%0.054%
5/5/2025Calton & Associates Inc.17,169$193K0.0%N/A0.005%
5/5/2025Kestra Private Wealth Services LLC22,888$257K0.0%-7.6%0.006%
5/5/2025Carnegie Lake Advisors LLC13,052$146K0.1%-21.1%0.004%
5/5/2025Csenge Advisory Group29,006$317K0.0%+8.6%0.008%
5/5/2025Private Advisor Group LLC674,509$7.57M0.0%+14.1%0.187%
5/5/2025Migdal Insurance & Financial Holdings Ltd.850,000$9.54M0.1%N/A0.235%
5/2/2025Independent Wealth Network Inc.101,122$1.14M0.5%+11.8%0.028%
5/2/2025Kingsview Wealth Management LLC81,107$910K0.0%-5.4%0.022%
5/2/2025Apollon Wealth Management LLC29,414$330K0.0%-91.0%0.008%
5/2/2025Sigma Planning Corp83,508$937K0.0%-52.3%0.023%
5/1/2025Gould Asset Management LLC CA77,195$866K0.2%+2.6%0.021%
5/1/2025Oxbow Advisors LLC25,688$288K0.0%+69.5%0.007%
5/1/2025Stephens Inc. AR181,797$2.04M0.0%-24.8%0.050%
5/1/2025Gateway Wealth Partners LLC69,099$775K0.2%+13.9%0.019%
4/30/2025Cerity Partners LLC119,226$1.34M0.0%-4.5%0.033%
4/30/2025Allworth Financial LP2,627,449$29.09M0.2%+4.7%0.728%
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4/30/2025Ramiah Investment Group43,805$491K0.5%N/A0.012%
4/30/2025Wealth Advisory Solutions LLC57,155$641K0.2%+9.9%0.016%
4/30/2025Principal Securities Inc.185,563$2.14M0.0%+2.1%0.051%
4/30/2025First National Bank & Trust Co. of Newtown648,894$7.28M1.5%-1.2%0.180%
4/30/2025Optimum Investment Advisors40,862$458K0.2%-15.9%0.011%
4/30/2025Stratos Wealth Partners LTD.83,666$939K0.0%-7.1%0.023%
4/30/2025Garrett Wealth Advisory Group LLC534,289$6.00M1.3%+3.4%0.148%
4/30/2025Alpha Cubed Investments LLC11,752$132K0.0%N/A0.003%
4/29/2025Envestnet Asset Management Inc.811,128$9.10M0.0%-14.8%0.225%
4/29/2025Crew Capital Management Ltd.104,190$1.17M1.0%-1.4%0.029%
(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, 497 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 374 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 57,504,121 shares in the last 24 months. This purchase volume represents approximately $665.58M in transactions.

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

Of the 224 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), Stonebridge Advisors LLC ($1.02M), and LPL Financial LLC ($770.24K).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 21,614,783 shares in the last 24 months. This volume of shares sold represents approximately $249.87M in transactions.


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This page (NYSEARCA:PGX) was last updated on 7/8/2025 by MarketBeat.com Staff
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