Invesco Preferred ETFPGXETF
13F holders, Q2 2025 (June 30)428holders −23
39new positions
60sold out
3famous investors
$11.18avg. 13F price*
At the end of Q2 2025, 428 institutions reported holding Invesco Preferred ETF (PGX) in their 13F filings, down 23 from Q1 2025. 39 opened new positions and 60 sold out. The largest holders were Bank of America Corp. ($719.4M), Wells Fargo & Company ($173.5M) and Morgan Stanley ($86.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Invesco Preferred ETF
- CUSIP
- 46138E511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $39.2M |
| Exits | 60 | $36.9M |
All 13F filers, Q1 2025 → Q2 2025: 8,646,593 shares bought and 24,839,763 shares sold, net −16,193,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 428 holders
| Bank of America Corp. | 0.06% | Reduce -3.0% | 64,640,088 | $719.4M |
| Wells Fargo & Company | 0.04% | Reduce -1.0% | 15,587,399 | $173.5M |
| Morgan Stanley | 0.01% | Reduce -10.9% | 7,751,993 | $86.3M |
| LPL Financial LLC | 0.03% | Reduce -54.8% | 6,861,034 | $76.4M |
| UBS Group AG | 0.01% | Reduce -5.7% | 5,212,678 | $58.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.8% | 4,898,208 | $54.4M |
| Spectrum Asset Management, Inc. | 86.12% | Add +28.4% | 4,669,495 | $52.0M |
| JPMorgan Chase & Co. | 0.00% | Add +21.4% | 4,139,050 | $46.1M |
| Bessemer Group Inc. | 0.06% | Add +0.0% | 3,483,513 | $38.8M |
| First Trust Advisors LP | 0.03% | Reduce -53.4% | 3,379,539 | $37.6M |
| Royal Bank of Canada | 0.01% | Reduce -14.9% | 3,089,632 | $34.4M |
| Allworth Financial LP | 0.15% | Add +8.4% | 2,848,588 | $31.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.3% | 2,706,998 | $30.1M |
| Osaic Holdings, Inc. | 0.03% | Add +3.9% | 1,751,764 | $19.5M |
| Renaissance Technologies | 0.02% | New | 1,519,823 | $16.9M |
| Checchi Capital Advisers, LLC | 1.13% | Add +4.5% | 1,457,054 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.5% | 1,400,851 | $15.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.9% | 1,088,556 | $12.1M |
| Cary Street Partners Financial LLC | 0.32% | Add +739.4% | 1,034,211 | $11.5M |
| Private Advisor Group, LLC | 0.06% | Add +40.4% | 947,056 | $10.5M |
| Centiva Capital, LP | 0.66% | New | 900,000 | $10.0M |
| Creative Planning | 0.01% | Add +2.4% | 869,625 | $9.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -39.8% | 519,399 | $9.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | No change | 850,000 | $9.5M |
| Intrepid Financial Planning Group LLC | 3.93% | Reduce -1.7% | 840,224 | $9.4M |
| MAI Capital Management | 0.06% | Add +39.8% | 812,895 | $9.0M |
| Bank of Montreal | 0.00% | Reduce -8.8% | 810,834 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.7% | 805,910 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 790,888 | $8.8M |
| Clearstead Advisors, LLC | 0.12% | Add +10.0% | 787,541 | $8.8M |
| First National Bank & Trust Co. of Newtown | 1.44% | Reduce -0.6% | 645,312 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -4.5% | 630,329 | $7.0M |
| Prairiewood Capital, LLC | 2.55% | Add +0.2% | 616,576 | $6.9M |
| Arkos Global Advisors | 0.90% | Reduce -6.1% | 581,671 | $6.5M |
| Manske Wealth Management | 2.05% | Add +0.9% | 555,855 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +0.9% | 535,948 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.6% | 531,518 | $5.9M |
| Investors Research Corp | 1.05% | Add +8.4% | 481,270 | $5.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +19.8% | 478,826 | $5.3M |
| McAdam, LLC | 0.29% | Reduce -3.4% | 471,310 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.6% | 464,815 | $5.2M |
| Sound Income Strategies, LLC | 0.29% | Reduce -1.0% | 461,867 | $5.1M |
| Plimoth Trust Co. LLC | 1.21% | Add +6.2% | 453,260 | $5.0M |
| Exchange Traded Concepts, LLC | 0.06% | New | 446,029 | $5.0M |
| Field & Main Bank | 1.49% | Add +4.5% | 412,187 | $4.6M |
| Noesis Capital Mangement Corp. | 0.79% | Reduce -7.0% | 407,975 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +78.0% | 404,876 | $4.5M |
| Bluefin Capital Management, LLC | 3.53% | Add +1928.5% | 400,000 | $4.5M |
| Cetera Investment Advisers | 0.01% | Reduce -5.2% | 390,385 | $4.3M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -0.6% | 373,775 | $4.2M |
| Blair William & Co. | 0.01% | Reduce -5.5% | 363,558 | $4.0M |
| Focus Partners Wealth | 0.01% | Reduce -11.7% | 315,730 | $3.5M |
| Modern Wealth Management, LLC | 0.08% | Add +3.3% | 25,287 | $3.4M |
| Global Retirement Partners, LLC | 0.08% | — | 300,722 | $3.3M |
| KCM Investment Advisors LLC | 0.10% | Reduce -3.9% | 272,722 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +17.1% | 263,178 | $2.9M |
| First PREMIER Bank | 0.69% | Reduce -3.3% | 255,975 | $2.8M |
| Baker Avenue Asset Management, LP | 0.08% | Add +0.8% | 251,292 | $2.8M |
| Charles Schwab Trust Co | 0.20% | Add +116.1% | 244,667 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +4.3% | 210,740 | $2.5M |
| First Hawaiian Bank | 0.34% | Reduce -1.4% | 222,207 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -46.0% | 215,421 | $2.4M |
| Principal Financial Group Inc. | 0.00% | Add +317.0% | 214,012 | $2.4M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -18.2% | 210,558 | $2.3M |
| KG Capital Management | 0.67% | Reduce -2.6% | 205,191 | $2.3M |
| Cascade Financial Partners, LLC | 0.27% | Reduce -18.1% | 203,478 | $2.3M |
| IFP Advisors, Inc | 0.06% | Add +2.3% | 197,955 | $2.2M |
| White Pine Capital LLC | 0.70% | Add +2.1% | 197,193 | $2.2M |
| World Investment Advisors | 0.05% | Reduce -6.4% | 197,073 | $2.2M |
| Stephens Inc. | 0.03% | Add +7.3% | 195,090 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -63.9% | 188,700 | $2.1M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -3.2% | 186,413 | $2.1M |
| Comerica Bank | 0.01% | Reduce -5.6% | 183,867 | $2.0M |
| Transatlantique Private Wealth LLC | 0.75% | Add +2.9% | 183,385 | $2.0M |
| SG Americas Securities, LLC | 0.01% | New | 182,300 | $2.0M |
| Buck Wealth Strategies, LLC | 0.30% | Add +55.1% | 174,938 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 170,060 | $1.9M |
| RFG Advisory, LLC | 0.04% | Reduce -69.4% | 168,236 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.4% | 168,004 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.6% | 166,514 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +9.1% | 166,685 | $1.9M |
| Brighton Securities Corp. | 1.01% | Reduce -45.7% | 165,972 | $1.8M |
| Albion Financial Group | 0.12% | Reduce -2.4% | 161,347 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.9% | 154,165 | $1.7M |
| Cohen & Steers, Inc. | 0.00% | Reduce -75.0% | 152,655 | $1.7M |
| Shepherd Kaplan Krochuk, LLC | 1.47% | Add +4.6% | 152,164 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +5.6% | 151,817 | $1.7M |
| NewSquare Capital LLC | 0.12% | Add +28.5% | 142,689 | $1.6M |
| Fiduciary Advisors, Inc. | 1.38% | Add +2.5% | 141,247 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Reduce -8.9% | 134,965 | $1.5M |
| Principal Securities, Inc. | 0.03% | Reduce -28.5% | 132,720 | $1.5M |
| Ibex Wealth Advisors | 0.16% | Add +2.3% | 131,620 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.32% | Reduce -5.9% | 123,383 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +4.0% | 123,356 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -18.3% | 122,149 | $1.4M |
| Tudor Financial Inc. | 0.75% | Reduce -21.7% | 119,370 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 118,618 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -4.2% | 116,803 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -22.9% | 113,327 | $1.3M |
| Gotham Asset Management | 0.01% | Reduce -10.4% | 112,722 | $1.3M |
"% of holder's portfolio" is PGX's weight in each manager's 13F, not the share of Invesco Preferred ETF the manager owns.