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Invesco Preferred ETF (PGX) Institutional Ownership

Invesco Preferred ETF logo
$11.11 +0.01 (+0.09%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Preferred ETF (NYSEARCA:PGX)

Current
Institutional Ownership
Percentage
8.60%
Number of
Institutional Buyers
(last 12 months)
236
Total
Institutional Inflows
(last 12 months)
$350.71M
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$255.60M
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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
5/5/2026Geneos Wealth Management Inc.310,360$3.38M0.1%-14.0%0.088%
5/5/2026 Sigma Planning Corp19,239$209K0.0%-20.5%0.005%
5/5/2026 Checchi Capital Advisers LLC1,389,774$15.12M0.8%+3.3%0.395%
5/5/2026 Avantax Planning Partners Inc.166,453$1.81M0.0%-2.3%0.047%
5/4/2026 Principal Financial Group Inc.94,347$1.03M0.0%-83.5%0.027%
5/4/2026 Spectrum Asset Management Inc.3,902,745$42.46M84.8%-27.4%1.108%
5/2/2026 Global Assets Advisory LLC4,812$52K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp146,141$1.59M0.0%+25,538.8%0.041%
5/1/2026 American Trust21,618$235K0.0%-5.1%0.006%
5/1/2026 WealthShield Partners LLC4,550$50K0.0%-32.9%0.001%
5/1/2026 Sequoia Financial Advisors LLC51,374$559K0.0%-7.3%0.015%
5/1/2026 Independence Bank of Kentucky19,585$213K0.0%-9.1%0.006%
5/1/2026 Stonebridge Advisors LLC1,223,779$13.32M15.7%+54.4%0.348%
4/30/2026 First National Bank & Trust Co. of Newtown530,142$5.77M1.2%-12.0%0.151%
4/30/2026 Ibex Wealth Advisors121,097$1.32M0.1%+0.8%0.034%
4/30/2026 Kestra Advisory Services LLC304,303$3.31M0.0%+71.7%0.086%
4/30/2026 Beam Wealth Advisors Inc.80,150$872K0.2%-9.1%0.023%
4/30/2026 Weitzel 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%
4/28/2026 Ascentis Independent Advisors25,992$283K0.0%+100.0%0.007%
4/28/2026 Stephens Inc. AR199,079$2.17M0.0%+1.4%0.057%
4/28/2026 Argus Investors Counsel Inc.36,854$401K0.4%-20.4%0.010%
4/27/2026 HB Wealth Management LLC10,851$118K0.0%N/A0.003%
4/27/2026 World Investment Advisors193,447$2.11M0.0%-3.6%0.055%
4/27/2026 Private Advisor Group LLC954,689$10.39M0.0%+0.2%0.272%
4/27/2026 Sound 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%
4/24/2026 Cane Capital Partners LLC83,574$909K0.4%-2.5%0.024%
4/23/2026 Balanced Wealth Group LLC41,237$449K0.2%+2.4%0.012%
4/22/2026 Janney Montgomery Scott LLC494,356$5.38M0.0%-8.5%0.141%
4/22/2026 Ramiah Investment Group40,002$435K0.4%-3.8%0.011%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC10,730$117K0.0%-32.6%0.003%
4/21/2026 First United Bank & Trust4,343$47K0.0%+32.1%0.001%
4/21/2026 OLD National Bancorp IN31,122$339K0.0%-35.9%0.009%
4/20/2026 Christensen King & Associates Investment Services Inc.54,139$589K0.3%-2.1%0.015%
4/20/2026 Greenup Street Wealth Management LLC61,159$665K0.1%+5.9%0.017%
4/20/2026 First PREMIER Bank174,328$1.90M0.4%-18.2%0.050%
4/20/2026 RFG Advisory LLC116,043$1.26M0.0%+4.9%0.033%
4/20/2026 Apella Capital LLC19,507$220K0.0%+5.0%0.006%
4/20/2026 Brandywine Oak Private Wealth LLC10,628$116K0.0%N/A0.003%
4/17/2026 Brookstone Capital Management37,040$403K0.0%-9.0%0.011%
4/17/2026 Everstar Asset Management LLC36,551$398K0.2%-8.5%0.010%
4/16/2026 Prairiewood Capital LLC680,404$7.40M2.1%+3.8%0.194%
4/15/2026 Nations 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%
3/13/2026 World 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%
3/5/2026 Bayban4,600$52K0.0%N/A0.001%
3/4/2026Compass Financial Group Inc. Ohio 335,068$3.77M2.8%N/A0.095%
3/2/2026 Amicus 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%
2/18/2026 Hyposwiss Advisors SA47,070$529K0.5%N/A0.013%
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%
2/17/2026 Private Advisor Group LLC953,170$10.71M0.1%+5.5%0.271%
2/17/2026 Ibex Wealth Advisors120,188$1.35M0.1%-7.5%0.034%
2/17/2026Captrust Financial Advisors71,222$801K0.0%-1.8%0.020%
2/17/2026&PARTNERS109,798$1.23M0.0%+3.2%0.031%
2/17/2026Blair William & Co. IL348,977$3.92M0.0%-14.9%0.099%
2/17/2026Royal Bank of Canada3,722,216$41.84M0.0%+14.6%1.058%
2/17/2026Adalta Capital Management LLC11,596$130K0.1%N/A0.003%
2/17/2026Gould Asset Management LLC CA82,263$925K0.2%+9.7%0.023%
2/17/2026Bluedoor Private Wealth LLC10,030$113K0.1%N/A0.003%
2/16/2026 MML Investors Services LLC215,753$2.43M0.0%+5.0%0.061%
2/16/2026Mariner LLC106,648$1.20M0.0%-8.6%0.030%
2/16/2026Focus Partners Wealth385,159$4.40M0.0%-8.9%0.109%
2/16/2026KCM Investment Advisors LLC257,166$2.89M0.1%-2.9%0.073%
2/16/2026Arax Advisory Partners22,825$257K0.0%N/A0.006%
2/16/2026Arkos Global Advisors402,698$4.53M0.6%-11.0%0.114%
2/13/2026CreativeOne Wealth LLC35,233$396K0.0%-39.6%0.010%
2/13/2026 Kestra Advisory Services LLC177,259$1.99M0.0%-14.4%0.050%
2/13/2026 Cordoba Advisory Partners LLC292,922$3.29M0.8%N/A0.083%
2/13/2026Shepherd Kaplan Krochuk LLC155,834$1.75M1.4%+1.8%0.044%
2/13/2026 GM Advisory Group LLC21,121$237K0.0%N/A0.006%
2/13/2026Stifel Financial Corp564,536$6.35M0.0%-6.4%0.160%
2/13/2026Commerce Bank33,125$372K0.0%-27.8%0.009%
2/13/2026 Creekside Partners29,850$336K0.1%-13.3%0.008%
2/13/2026Morgan Stanley7,271,262$81.73M0.0%-7.3%2.066%
2/13/2026First Trust Advisors LP1,966,427$22.10M0.0%N/A0.559%
2/13/2026Integrated Wealth Concepts LLC381,129$4.28M0.1%-14.8%0.108%
2/13/2026OpenArc Corporate Advisory LLC12,998$146K0.0%N/A0.004%
2/13/2026New England Private Wealth Advisors LLC58,682$660K0.1%+1.6%0.017%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC204,352$2.30M0.0%N/A0.058%
2/13/2026Wells Fargo & Company MN15,374,528$172.81M0.0%+4.2%4.368%
2/13/2026Cohen & Steers Inc.2,157,935$24.26M0.0%+1,881.8%0.613%
2/13/2026Tudor Financial Inc.128,005$1.44M0.7%+7.8%0.036%
2/13/2026 Wealthspire Advisors LLC17,830$200K0.0%-55.2%0.005%


PGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGX shares?

During the previous two years, 471 institutional investors and hedge funds held shares of Invesco Preferred ETF. The most heavily invested institutionals were Bank of America Corp DE ($765.29M), 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.

What percentage of Invesco Preferred ETF's stock is owned by institutional investors?

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

Which institutional investors have been buying Invesco Preferred ETF's stock?

Of the 370 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: First Trust Advisors LP ($11.57M), Bank of America Corp DE ($9.54M), 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).

How much institutional buying is happening at Invesco Preferred ETF?

Institutional investors have bought a total of 31,092,337 shares in the last 24 months. This purchase volume represents approximately $350.71M in transactions.

Which of Invesco Preferred ETF's major shareholders have been selling company stock?

Of the 213 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), Ameriprise Financial Inc. ($1.41M), UBS Group AG ($1.17M), Goldman Sachs Group Inc. ($992K), and LPL Financial LLC ($786.75K).

How much institutional selling is happening at Invesco Preferred ETF?

Institutional investors have sold a total of 22,759,152 shares in the last 24 months. This volume of shares sold represents approximately $255.60M in transactions.


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This page (NYSEARCA:PGX) was last updated on 5/5/2026 by MarketBeat.com Staff.
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