Invesco Preferred ETFPGXETF
13F holders, Q1 2025 (March 31)451holders −23
36new positions
53sold out
3famous investors
$11.23avg. 13F price*
At the end of Q1 2025, 451 institutions reported holding Invesco Preferred ETF (PGX) in their 13F filings, down 23 from Q4 2024. 36 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($747.8M), Wells Fargo & Company ($176.7M) and LPL Financial LLC ($170.5M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Invesco Preferred ETF
- CUSIP
- 46138E511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $29.3M |
| Exits | 53 | $36.8M |
All 13F filers, Q4 2024 → Q1 2025: 9,432,297 shares bought and 23,419,355 shares sold, net −13,987,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| Bank of America Corp. | 0.07% | Add +5.1% | 66,645,345 | $747.8M |
| Wells Fargo & Company | 0.04% | Reduce -2.1% | 15,745,410 | $176.7M |
| LPL Financial LLC | 0.07% | Add +3.3% | 15,193,057 | $170.5M |
| Morgan Stanley | 0.01% | Add +0.0% | 8,697,382 | $97.6M |
| First Trust Advisors LP | 0.07% | Reduce -24.5% | 7,251,553 | $81.4M |
| UBS Group AG | 0.01% | Reduce -13.7% | 5,526,051 | $62.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.3% | 5,090,455 | $57.1M |
| Spectrum Asset Management, Inc. | 82.34% | Reduce -37.0% | 3,635,591 | $40.8M |
| Royal Bank of Canada | 0.01% | Reduce -5.9% | 3,629,127 | $40.7M |
| Bessemer Group Inc. | 0.07% | No change | 3,482,215 | $39.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.8% | 3,410,126 | $38.3M |
| Raymond James Financial Inc. | 0.01% | Add +8.1% | 2,769,857 | $31.1M |
| Allworth Financial LP | 0.16% | Add +4.7% | 2,627,449 | $29.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +57.4% | 1,874,427 | $21.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -17.9% | 1,685,846 | $18.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.8% | 1,421,724 | $16.0M |
| Checchi Capital Advisers, LLC | 1.11% | Add +20.9% | 1,393,688 | $15.6M |
| Bank of Montreal | 0.01% | Reduce -11.4% | 889,286 | $10.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +65.7% | 862,074 | $9.7M |
| Intrepid Financial Planning Group LLC | 4.44% | Reduce -3.5% | 855,037 | $9.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | New | 850,000 | $9.5M |
| Creative Planning | 0.01% | Reduce -4.3% | 849,390 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.9% | 846,024 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.8% | 811,128 | $9.1M |
| Clearstead Advisors, LLC | 0.13% | Reduce -3.1% | 716,037 | $8.0M |
| Live Oak Investment Partners | 5.98% | New | 675,578 | $7.6M |
| Private Advisor Group, LLC | 0.05% | Add +14.1% | 674,509 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +1.4% | 660,337 | $7.4M |
| First National Bank & Trust Co. of Newtown | 1.53% | Reduce -1.2% | 648,894 | $7.3M |
| Arkos Global Advisors | 1.02% | Reduce -0.1% | 619,572 | $7.0M |
| Prairiewood Capital, LLC | 2.81% | Add +10.1% | 615,424 | $6.9M |
| Cohen & Steers, Inc. | 0.01% | Reduce -87.8% | 611,592 | $6.9M |
| MAI Capital Management | 0.05% | Reduce -4.6% | 581,394 | $6.5M |
| Manske Wealth Management | 2.34% | Add +2.1% | 551,015 | $6.2M |
| RFG Advisory, LLC | 0.17% | Add +12.7% | 550,221 | $6.2M |
| Garrett Wealth Advisory Group, LLC | 1.34% | Add +3.4% | 534,289 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -0.6% | 531,047 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +2.0% | 522,310 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.1% | 502,872 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.9% | 489,633 | $5.5M |
| McAdam, LLC | 0.34% | Reduce -16.2% | 487,953 | $5.5M |
| Sound Income Strategies, LLC | 0.31% | Add +3.1% | 466,621 | $5.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -20.8% | 454,332 | $5.1M |
| Investors Research Corp | 1.08% | Add +12.1% | 443,852 | $5.0M |
| Noesis Capital Mangement Corp. | 0.98% | Add +0.9% | 438,796 | $4.9M |
| Plimoth Trust Co. LLC | 1.25% | Reduce -3.5% | 427,010 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +181.6% | 420,120 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +5.5% | 411,582 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +1.2% | 399,728 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -19.9% | 398,596 | $4.5M |
| Atria Investments, Inc | 0.06% | Reduce -23.0% | 396,645 | $4.5M |
| Field & Main Bank | 1.56% | Add +7.8% | 394,423 | $4.4M |
| Blair William & Co. | 0.01% | Add +0.1% | 384,558 | $4.3M |
| Geneos Wealth Management Inc. | 0.14% | Add +0.5% | 376,110 | $4.2M |
| Focus Partners Wealth | 0.01% | Reduce -5.8% | 357,673 | $4.0M |
| Brighton Securities Corp. | 1.67% | Add +11.2% | 305,740 | $3.4M |
| KCM Investment Advisors LLC | 0.12% | Reduce -17.4% | 283,644 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -29.6% | 268,392 | $3.0M |
| First PREMIER Bank | 0.75% | Add +1.0% | 264,662 | $3.0M |
| Modern Wealth Management, LLC | 0.09% | Add +9.8% | 24,490 | $2.9M |
| Avantax Planning Partners, Inc. | 0.10% | Reduce -1.2% | 257,400 | $2.9M |
| Boothe Investment Group, Inc. | 1.28% | Add +12.3% | 249,835 | $2.8M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -39.6% | 249,332 | $2.8M |
| Cascade Financial Partners, LLC | 0.35% | Add +179.0% | 248,495 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -50.0% | 227,445 | $2.6M |
| First Hawaiian Bank | 0.37% | Reduce -25.1% | 225,419 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.6% | 224,673 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -0.8% | 202,047 | $2.4M |
| KG Capital Management | 0.77% | Add +3.9% | 210,758 | $2.4M |
| World Investment Advisors | 0.06% | Add +0.0% | 210,610 | $2.4M |
| Comerica Bank | 0.01% | Reduce -18.9% | 194,783 | $2.2M |
| IFP Advisors, Inc | 0.07% | Reduce -16.5% | 193,438 | $2.2M |
| White Pine Capital LLC | 0.75% | Add +1.6% | 193,093 | $2.2M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -2.9% | 192,548 | $2.2M |
| Florida Trust Wealth Management Co | 0.07% | Reduce -4.1% | 191,025 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +2.1% | 185,563 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -24.8% | 181,797 | $2.0M |
| Transatlantique Private Wealth LLC | 0.80% | Add +10.7% | 178,226 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 176,424 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 176,424 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.1% | 174,443 | $2.0M |
| StoneCrest Wealth Management, Inc. | 1.18% | Reduce -11.8% | 165,349 | $1.9M |
| Albion Financial Group | 0.13% | Add +56.6% | 165,223 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +22.8% | 152,826 | $1.7M |
| Tudor Financial Inc. | 1.03% | Reduce -2.4% | 152,370 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -11.5% | 149,525 | $1.7M |
| Hilton Capital Management, LLC | 0.14% | Add +0.7% | 148,910 | $1.7M |
| Waverly Advisors, LLC | 0.02% | Add +0.8% | 148,224 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.2% | 151,302 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +2.9% | 146,932 | $1.6M |
| Shepherd Kaplan Krochuk, LLC | 1.40% | Reduce -3.8% | 145,469 | $1.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -1.3% | 143,822 | $1.6M |
| Fiduciary Advisors, Inc. | 1.53% | Add +1.3% | 137,741 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.35% | Reduce -73.6% | 131,120 | $1.5M |
| Ibex Wealth Advisors | 0.19% | Reduce -4.2% | 128,617 | $1.4M |
| Gotham Asset Management | 0.01% | Add +2.9% | 125,878 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -7.0% | 123,210 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +6.8% | 122,774 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.7% | 121,946 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -18.1% | 121,856 | $1.4M |
"% of holder's portfolio" is PGX's weight in each manager's 13F, not the share of Invesco Preferred ETF the manager owns.