Invesco Preferred ETF (PGX) Institutional Ownership

$11.59
-0.01 (-0.09%)
(As of 05/17/2024 08:54 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
240
Total
Institutional Inflows
(last 12 months)
$855.92M
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$205.98M
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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
5/17/2024 WealthPlan Investment Management LLC23,482$279K0.0%-4.7%0.006%
5/17/2024 Comerica Bank177,530$2.11M0.0%+28.3%0.047%
5/17/2024 Consultiva Wealth Management CORP.8,093$96K0.9%N/A0.002%
5/16/2024 B. Riley Wealth Advisors Inc.25,470$279K0.0%+22.7%0.007%
5/16/2024 Waverly Advisors LLC143,211$1.70M0.0%N/A0.038%
5/15/2024 Quadrature Capital Ltd65,331$777K0.0%N/A0.017%
5/14/2024 Sheaff Brock Investment Advisors LLC25,487$303K0.0%-19.0%0.007%
5/14/2024 EP Wealth Advisors LLC19,401$230K0.0%N/A0.005%
5/14/2024 CreativeOne Wealth LLC19,485$232K0.0%+91.1%0.005%
5/13/2024 Hilltop Partners LLC18,238$217K0.1%-13.2%0.005%
5/13/2024 Balanced Rock Investment Advisors LLC23,430$278K0.2%-49.5%0.006%
5/10/2024 Osaic Holdings Inc.2,027,101$24.08M0.1%+10.4%0.541%
5/10/2024 Glaxis Capital Management LLC75,000$891K1.6%+2.7%0.020%
5/9/2024 Orion Portfolio Solutions LLC207,188$2.46M0.0%+3.4%0.055%
5/9/2024 Blair William & Co. IL355,240$4.22M0.0%+17.5%0.095%
5/9/2024 HBK Sorce Advisory LLC195,070$2.32M0.1%+5.8%0.052%
5/9/2024 Landaas & 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%
5/8/2024 Advisors Preferred LLC865,646$10.29M1.7%+155.1%0.231%
5/8/2024 Bleakley Financial Group LLC16,773$199K0.0%-30.9%0.004%
5/8/2024 Avantax Advisory Services Inc.109,968$1.31M0.0%+2.3%0.029%
5/8/2024 US Bancorp DE30,017$357K0.0%+9.8%0.008%
5/8/2024 Headlands Technologies LLC10,839$129K0.0%+48.9%0.003%
5/7/2024 KCM Investment Advisors LLC431,554$5.13M0.2%-7.9%0.115%
5/7/2024 Oppenheimer & Co. Inc.211,020$2.51M0.0%+16.4%0.056%
5/7/2024 Wealthspire Advisors LLC117,108$1.39M0.0%-38.5%0.031%
5/7/2024 Howard Wealth Management LLC157,566$1.87M1.5%-4.7%0.042%
5/6/2024 Envestnet Portfolio Solutions Inc.22,930$272K0.0%-3.9%0.006%
5/6/2024 Kades & Cheifetz LLC273,846$3.25M2.1%-0.7%0.073%
5/6/2024 Oxbow Advisors LLC21,295$253K0.0%-24.6%0.006%
5/6/2024 Advisory Alpha LLC151,292$1.80M0.1%-9.1%0.040%
5/4/2024 Beacon Bridge Wealth Partners LLC10,630$126K0.1%-44.0%0.003%
5/4/2024 Noesis Capital Mangement Corp435,220$5.17M1.1%+0.5%0.116%
5/4/2024 Geneos Wealth Management Inc.271,062$3.22M0.1%+12.3%0.072%
5/4/2024 Buck Wealth Strategies LLC34,560$411K0.1%N/A0.009%
5/4/2024 Team Hewins LLC31,206$371K0.1%N/A0.008%
5/4/2024 Csenge Advisory Group25,418$302K0.0%-12.2%0.007%
5/3/2024 Wellington Shields Capital Management LLC5,614$67K0.0%-30.9%0.001%
5/3/2024 Central Pacific Bank Trust Division3,840$46K0.0%N/A0.001%
5/2/2024 FinTrust Capital Advisors LLC12,215$145K0.0%-18.2%0.003%
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5/2/2024 Greenwood Capital Associates LLC16,865$200K0.0%-5.6%0.005%
5/1/2024 Stone Point Wealth LLC29,525$351K0.1%-55.7%0.008%
5/1/2024 Cherry Tree Wealth Management LLC499,824$5.94M1.5%+0.3%0.134%
5/1/2024 Janney Montgomery Scott LLC478,233$5.68M0.0%-56.8%0.128%
5/1/2024 Mirae Asset Global Investments Co. Ltd.49,030$582K0.0%-21.9%0.013%
5/1/2024 Concourse Financial Group Securities Inc.3,300$39K0.0%-45.7%0.001%
5/1/2024 Wambolt & Associates LLC14,191$169K0.1%-63.6%0.004%
5/1/2024 Sequoia Financial Advisors LLC100,441$1.19M0.0%+5.8%0.027%
5/1/2024 Diversify Advisory Services LLC17,824$212K0.0%N/A0.005%
4/30/2024 Private Advisor Group LLC598,677$7.11M0.1%-16.8%0.160%
4/30/2024 Saxony Capital Management LLC10,425$124K0.1%N/A0.003%
4/30/2024 Beam Wealth Advisors Inc.108,385$1.29M0.8%-0.8%0.029%
4/30/2024 Garrett Wealth Advisory Group LLC692,159$8.22M3.4%+2.1%0.185%
4/30/2024 Perigon Wealth Management LLC26,623$316K0.0%+5.8%0.007%
4/30/2024 Madison Wealth Partners Inc100,811$1.20M0.4%-2.2%0.027%
4/29/2024Commonwealth Equity Services LLC1,066,841$12.67M0.0%+3.6%0.286%
4/29/2024 Field & Main Bank269,475$3.20M1.2%+149.5%0.072%
4/29/2024 Spectrum Asset Management Inc.3,518,408$41.80M73.0%-4.8%0.943%
4/29/2024 Crew Capital Management Ltd.32,349$384K0.3%N/A0.009%
4/29/2024 First National Bank & Trust Co. of Newtown666,249$7.92M1.6%-0.8%0.179%
4/26/2024 Prairiewood Capital LLC480,080$5.70M2.7%+9.8%0.129%
4/26/2024 Advisors Management Group Inc. ADV1,150,641$13.67M3.4%+3.1%0.308%
4/26/2024 Narwhal Capital Management43,000$511K0.1%-6.5%0.012%
4/26/2024 MONECO Advisors LLC25,880$307K0.0%-79.7%0.007%
4/26/2024 KG&L Capital Management LLC225,066$2.67M1.1%-3.1%0.060%
4/26/2024 Checchi Capital Advisers LLC1,179,185$14.01M1.1%+11.4%0.316%
4/25/2024 Allworth Financial LP3,380,662$40.16M0.3%+7.0%0.906%
4/25/2024 Capital Investment Advisory Services LLC6,531$78K0.0%-22.9%0.002%
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%
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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%
(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, 525 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 400 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 114,520,595 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

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

Of the 340 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), Stonebridge Advisors LLC ($3.60M), Advisory Alpha LLC ($2.89M), 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 60,703,859 shares in the last 24 months. This volume of shares sold represents approximately $704.95M in transactions.


This page (NYSEARCA:PGX) was last updated on 5/20/2024 by MarketBeat.com Staff

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