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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$10.85 -0.01 (-0.09%)
As of 07/10/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Preferred ETF (NYSEARCA:PGX)

Current
Institutional Ownership
Percentage
8.60%
Number of
Institutional Buyers
(last 12 months)
217
Total
Institutional Inflows
(last 12 months)
$352.46M
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$238.93M
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PGX Institutional Buying and Selling by Quarter

Invesco Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Investors Research Corp609,077$6.60M1.2%+5.3%0.169%
7/10/2026 Butensky & Cohen Financial Security Inc.41,953$455K0.1%-8.9%0.012%
7/10/2026 Wealthcare Advisory Partners LLC47,432$514K0.0%+15.6%0.013%
7/9/2026 Sapient Capital LLC12,232$133K0.0%N/A0.003%
7/9/2026 Aletheian Wealth Advisors LLC62,759$680K0.3%+16.0%0.017%
7/9/2026 Sax Wealth Advisors LLC13,059$142K0.0%-20.2%0.004%
7/9/2026 Valeo Financial Advisors LLC20,091$218K0.0%-16.3%0.006%
7/7/2026 Brighton Securities CORP.176,237$1.91M0.8%+5.0%0.050%
7/2/2026 MassMutual Private Wealth & Trust FSB104,483$1.13M0.0%-1.6%0.030%
6/18/2026Western Wealth Management LLC12,742$139K0.0%-53.4%0.004%
6/3/2026NewEdge Advisors LLC132,673$1.44M0.0%+9.1%0.038%
5/29/2026Ramiah Investment Group40,002$435K0.4%-3.8%0.011%
5/19/2026Western Wealth Management LLC12,742$139K0.0%-53.4%0.004%
5/19/2026NewEdge Advisors LLC126,695$1.38M0.0%+4.2%0.036%
5/19/2026Bank of America Corp DE81,133,531$882.73M0.1%+3.4%23.036%
5/19/2026Arkadios Wealth Advisors77,538$844K0.0%N/A0.022%
5/18/2026Adalta Capital Management LLC14,596$159K0.1%+25.9%0.004%
5/18/2026Royal Bank of Canada2,956,073$32.16M0.0%-20.6%0.839%
5/16/2026KCM Investment Advisors LLC248,499$2.70M0.1%-3.4%0.071%
5/15/2026Gateway Wealth Partners LLC26,316$286K0.0%+84.4%0.007%
5/15/2026Waverly Advisors LLC100,804$1.10M0.0%-5.2%0.029%
5/14/2026Lido Advisors LLC60,281$656K0.0%-1.6%0.017%
5/13/2026Cetera Investment Advisers362,745$3.95M0.0%-5.3%0.103%
5/13/2026NewEdge Wealth LLC13,323$145K0.0%-63.2%0.004%
5/7/2026Spartan Wealth Advisory Services LLC10,200$111K0.0%N/A0.003%
5/6/2026Simon Quick Advisors LLC65,535$713K0.0%+30.0%0.019%
5/6/2026Gould Asset Management LLC CA94,608$1.03M0.2%+15.0%0.027%
5/6/2026Main Street Group LTD5,077$55K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC57,191$622K0.0%N/A0.016%
5/6/2026Prosperity Consulting Group LLC48,719$530K0.0%-9.6%0.014%
5/5/2026Noesis Capital Mangement Corp405,487$4.41M0.7%-0.4%0.115%
5/5/2026D.A. Davidson & CO.75,610$823K0.0%+6.8%0.021%
5/5/2026Geneos Wealth Management Inc.310,360$3.38M0.1%-14.0%0.088%
5/5/2026Sigma Planning Corp19,239$209K0.0%-20.5%0.005%
5/5/2026Checchi Capital Advisers LLC1,389,774$15.12M0.8%+3.3%0.395%
5/5/2026Avantax Planning Partners Inc.166,453$1.81M0.0%-2.3%0.047%
5/4/2026Principal Financial Group Inc.94,347$1.03M0.0%-83.5%0.027%
5/4/2026Spectrum Asset Management Inc.3,902,745$42.46M84.8%-27.4%1.108%
5/2/2026Global Assets Advisory LLC4,812$52K0.0%N/A0.001%
5/1/2026Fifth Third Bancorp146,141$1.59M0.0%+25,538.8%0.041%
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5/1/2026American Trust21,618$235K0.0%-5.1%0.006%
5/1/2026WealthShield Partners LLC4,550$50K0.0%-32.9%0.001%
5/1/2026Sequoia Financial Advisors LLC51,374$559K0.0%-7.3%0.015%
5/1/2026Independence Bank of Kentucky19,585$213K0.0%-9.1%0.006%
5/1/2026Stonebridge Advisors LLC1,223,779$13.32M15.7%+54.4%0.348%
4/30/2026First National Bank & Trust Co. of Newtown530,142$5.77M1.2%-12.0%0.151%
4/30/2026Ibex Wealth Advisors121,097$1.32M0.1%+0.8%0.034%
4/30/2026Kestra Advisory Services LLC304,303$3.31M0.0%+71.7%0.086%
4/30/2026Beam Wealth Advisors Inc.80,150$872K0.2%-9.1%0.023%
4/30/2026Weitzel Financial Services Inc.14,843$162K0.1%N/A0.004%
4/29/2026 Brighton Securities CORP.167,863$1.83M0.9%+9.6%0.048%
4/28/2026Ascentis Independent Advisors25,992$283K0.0%+100.0%0.007%
4/28/2026Stephens Inc. AR199,079$2.17M0.0%+1.4%0.057%
4/28/2026Argus Investors Counsel Inc.36,854$401K0.4%-20.4%0.010%
4/27/2026HB Wealth Management LLC10,851$118K0.0%N/A0.003%
4/27/2026World Investment Advisors193,447$2.11M0.0%-3.6%0.055%
4/27/2026Private Advisor Group LLC954,689$10.39M0.0%+0.2%0.272%
4/27/2026Sound Income Strategies LLC451,487$4.95M0.2%-2.6%0.129%
4/24/2026 Palouse Capital Management Inc.5,100$55K0.0%-23.1%0.001%
4/24/2026Cane Capital Partners LLC83,574$909K0.4%-2.5%0.024%
4/23/2026Balanced Wealth Group LLC41,237$449K0.2%+2.4%0.012%
4/22/2026Janney Montgomery Scott LLC494,356$5.38M0.0%-8.5%0.141%
4/22/2026Ramiah Investment Group40,002$435K0.4%-3.8%0.011%
4/21/2026Pinnacle Wealth Management Advisory Group LLC10,730$117K0.0%-32.6%0.003%
4/21/2026First United Bank & Trust4,343$47K0.0%+32.1%0.001%
4/21/2026OLD National Bancorp IN31,122$339K0.0%-35.9%0.009%
4/20/2026Christensen King & Associates Investment Services Inc.54,139$589K0.3%-2.1%0.015%
4/20/2026Greenup Street Wealth Management LLC61,159$665K0.1%+5.9%0.017%
4/20/2026First PREMIER Bank174,328$1.90M0.4%-18.2%0.050%
4/20/2026RFG Advisory LLC116,043$1.26M0.0%+4.9%0.033%
4/20/2026 Apella Capital LLC19,507$220K0.0%+5.0%0.006%
4/20/2026Brandywine Oak Private Wealth LLC10,628$116K0.0%N/A0.003%
4/17/2026Brookstone Capital Management37,040$403K0.0%-9.0%0.011%
4/17/2026Everstar Asset Management LLC36,551$398K0.2%-8.5%0.010%
4/16/2026Prairiewood Capital LLC680,404$7.40M2.1%+3.8%0.194%
4/15/2026Nations Financial Group Inc. IA ADV25,214$274K0.0%+7.3%0.007%
3/17/2026Rockefeller Capital Management L.P.758,057$8.52M0.0%-6.9%0.215%
3/13/2026World Investment Advisors200,697$2.26M0.0%+4.5%0.057%
3/6/2026 Brighton Securities CORP.153,110$1.72M0.8%-44.3%0.044%
3/5/2026Bayban4,600$52K0.0%N/A0.001%
3/4/2026Compass Financial Group Inc. Ohio335,068$3.77M2.8%N/A0.095%
3/2/2026Amicus Financial Advisors LLC68,310$768K0.2%N/A0.019%
2/19/2026Rare Wolf Capital LLC42,853$482K0.3%N/A0.012%
2/18/2026Ameriflex Group Inc.4,430$50K0.0%-47.2%0.001%
2/18/2026Mercer Global Advisors Inc. ADV84,104$945K0.0%-23.7%0.024%
2/18/2026Coastal Bridge Advisors LLC14,119$159K0.0%-29.2%0.004%
2/18/2026NewEdge Advisors LLC121,568$1.37M0.0%-13.1%0.035%
2/18/2026VestGen Advisors LLC37,862$426K0.0%-33.0%0.011%
2/18/2026Quadrature Capital Ltd600,848$6.75M0.1%+349.6%0.171%
2/18/2026Hyposwiss Advisors SA47,070$529K0.5%N/A0.013%
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2/18/2026IHT Wealth Management LLC22,000$247K0.0%-5.2%0.006%
2/18/2026Gotham Asset Management LLC181,647$2.04M0.0%+48.7%0.052%
2/17/2026Guggenheim Capital LLC148,268$1.67M0.0%+7.4%0.042%
2/17/2026Camarda Financial Advisors LLC23,097$260K0.1%-14.2%0.007%
2/17/2026Cetera Investment Advisers383,145$4.31M0.0%-1.7%0.109%
2/17/2026Equitable Holdings Inc.11,399$128K0.0%N/A0.003%
2/17/2026Kovack Advisors Inc.14,697$165K0.0%N/A0.004%
2/17/2026GeoWealth Management LLC161,971$1.82M0.1%N/A0.046%
2/17/2026Osaic Holdings Inc.1,349,776$15.17M0.0%-21.4%0.384%
2/17/2026Private Advisor Group LLC953,170$10.71M0.1%+5.5%0.271%


PGX Institutional Ownership - Frequently Asked Questions

During the previous two years, 469 institutional investors and hedge funds held shares of Invesco Preferred ETF. The most heavily invested institutionals were Bank of America Corp DE ($882.73M), Wells Fargo & Company MN ($172.81M), Morgan Stanley ($81.73M), LPL Financial LLC ($64.36M), UBS Group AG ($60.08M), JPMorgan Chase & Co. ($59.67M), and Ameriprise Financial Inc. ($47.23M).Learn more on Invesco Preferred ETF's institutional investors.

8.60% of Invesco Preferred ETF's stock is owned by institutional investors. Learn more on PGX's institutional investor holdings.

Of the 368 institutional investors that purchased Invesco Preferred ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($12.22M), First Trust Advisors LP ($11.57M), Cohen & Steers Inc. ($7.04M), Raymond James Financial Inc. ($5.53M), JPMorgan Chase & Co. ($5.30M), Spectrum Asset Management Inc. ($5.04M), and LPL Financial LLC ($3.58M).

Institutional investors have bought a total of 31,334,123 shares in the last 24 months. This purchase volume represents approximately $352.46M in transactions.

Of the 205 institutional investors that sold Invesco Preferred ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($3.87M), Spectrum Asset Management Inc. ($2.51M), Bank of America Corp DE ($2.01M), UBS Group AG ($1.17M), Ameriprise Financial Inc. ($1.01M), Goldman Sachs Group Inc. ($992K), and LPL Financial LLC ($786.75K).

Institutional investors have sold a total of 21,299,323 shares in the last 24 months. This volume of shares sold represents approximately $238.93M in transactions.


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This page (NYSEARCA:PGX) was last updated on 7/11/2026 by MarketBeat.com Staff.
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