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 510 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
427,010
shares
|
$4.69 Million
1.27% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
420,120
shares
|
$4.62 Million
0.0% of portfolio
|
Q1 2025
Added 181.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
411,582
shares
|
$4.52 Million
0.01% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
399,728
shares
|
$4.39 Million
0.06% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
398,596
shares
|
$4.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
396,645
shares
|
$4.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
395,460
shares
|
$4.35 Million
0.19% of portfolio
|
Q1 2025
Reduced 91.09%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
394,423
shares
|
$4.33 Million
1.59% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
384,558
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
376,110
shares
|
$4.13 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
306,874
shares
|
$3.37 Million
3.54% of portfolio
|
Q3 2023
Added 2.69%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
283,644
shares
|
$3.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
268,392
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
264,662
shares
|
$2.91 Million
0.75% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
257,400
shares
|
$2.83 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
249,835
shares
|
$2.75 Million
1.46% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
249,332
shares
|
$2.74 Million
0.09% of portfolio
|
Q1 2025
Reduced 39.57%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
248,495
shares
|
$2.73 Million
0.35% of portfolio
|
Q1 2025
Added 179.01%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
241,109
shares
|
$2.65 Million
1.42% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
227,445
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
First Hawaiian Bank
|
Jun 04, 2025 Q1 2025 |
225,419
shares
|
$2.48 Million
0.37% of portfolio
|
Q1 2025
Reduced 25.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
224,673
shares
|
$2.47 Million
0.04% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
210,758
shares
|
$2.32 Million
0.79% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
210,610
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
202,047
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|