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PGX · Invesco Preferred ETF ETF

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$10.49 -0.03 (-0.29%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $461,491
Total Shares: 42,573

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2025
Top Holder
48.8%
Mar 2020 → Jun 2026 · range 25.5% – 100.0%
−51.2 pts
Top 5
100.0%
Mar 2020 → Jun 2026 · range 58.7% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2020 → Jun 2026 · range 70.4% – 100.0%
0.0 pts
HHI
3,693
Mar 2020 → Jun 2026 · range 1,024 – 10,000
Highly concentrated−6,307

Quarterly Activity

vs Mar 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +241.3%
Shares held: +253.3%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 20,773 $225,179
CITADEL ADVISORS LLC 11,200 $121,408
Financial Insights, Inc. 10,600 $114,904

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 12,051 $135,212
Filter: New 3 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC PGX $225,179 48.79% 20,773
CITADEL ADVISORS LLC PGX $121,408 26.31% 11,200
Financial Insights, Inc. PGX $114,904 24.90% 10,600