Institutional Ownership Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX). We have compiled data on the 499 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
66,645,345
shares
|
$755 Million
0.06% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,745,410
shares
|
$178 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,697,382
shares
|
$98.5 Million
0.01% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,861,034
shares
|
$77.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 54.84%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,526,051
shares
|
$62.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,090,455
shares
|
$57.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Spectrum Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,669,495
shares
|
$52.9 Million
86.12% of portfolio
|
Q2 2025
Added 28.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,629,127
shares
|
$41.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
3,483,513
shares
|
$39.5 Million
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,410,126
shares
|
$38.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
3,379,539
shares
|
$38.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 53.4%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,848,588
shares
|
$32.3 Million
0.16% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,769,857
shares
|
$31.4 Million
0.01% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,995,477
shares
|
$22.6 Million
0.05% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,874,427
shares
|
$21.2 Million
0.0% of portfolio
|
Q1 2025
Added 57.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,616,028
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
1,519,823
shares
|
$17.2 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
1,457,054
shares
|
$16.5 Million
0.91% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,400,851
shares
|
$15.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,338,813
shares
|
$15.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,061,804
shares
|
$12 Million
0.05% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,034,211
shares
|
$11.7 Million
0.32% of portfolio
|
Q2 2025
Added 739.39%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
947,056
shares
|
$10.7 Million
0.06% of portfolio
|
Q2 2025
Added 40.41%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
900,000
shares
|
$10.2 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
869,625
shares
|
$9.85 Million
0.01% of portfolio
|
Q2 2025
Added 2.38%
|