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 494 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
64,640,088
shares
|
$732 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,587,399
shares
|
$177 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,751,993
shares
|
$87.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
5,212,678
shares
|
$59.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,898,208
shares
|
$55.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
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%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,089,632
shares
|
$35 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
2,706,998
shares
|
$30.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
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%
|
|
|
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%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,088,556
shares
|
$12.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.93%
|
|
|
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%
|