Invesco Preferred ETF (PGX) Institutional Ownership

$11.04 +0.02 (+0.18%)

As of 03:52 PM Eastern

Current Institutional Ownership Percentage: 8.60%
Number of Institutional Buyers (last 12 months): 218
Total Institutional Inflows (last 12 months): $357.28M

Number of Institutional Sellers (last 12 months): 205
Total Institutional Outflows (last 12 months): $240.24M

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PGX Institutional Buying and Selling by Quarter

Invesco Preferred ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	12,742	$139K	0.0%	-53.4%	0.004%
5/19/2026	NewEdge Advisors LLC	126,695	$1.38M	0.0%	+4.2%	0.036%
5/19/2026	Bank of America Corp DE	81,133,531	$882.73M	0.1%	+3.4%	23.036%
5/19/2026	Arkadios Wealth Advisors	77,538	$844K	0.0%	N/A	0.022%
5/18/2026	Adalta Capital Management LLC	14,596	$159K	0.1%	+25.9%	0.004%
5/18/2026	Royal Bank of Canada	2,956,073	$32.16M	0.0%	-20.6%	0.839%
5/16/2026	KCM Investment Advisors LLC	248,499	$2.70M	0.1%	-3.4%	0.071%
5/15/2026	Gateway Wealth Partners LLC	26,316	$286K	0.0%	+84.4%	0.007%
5/15/2026	Waverly Advisors LLC	100,804	$1.10M	0.0%	-5.2%	0.029%
5/14/2026	Lido Advisors LLC	60,281	$656K	0.0%	-1.6%	0.017%
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5/13/2026	Cetera Investment Advisers	362,745	$3.95M	0.0%	-5.3%	0.103%
5/13/2026	NewEdge Wealth LLC	13,323	$145K	0.0%	-63.2%	0.004%
5/7/2026	Spartan Wealth Advisory Services LLC	10,200	$111K	0.0%	N/A	0.003%
5/6/2026	Simon Quick Advisors LLC	65,535	$713K	0.0%	+30.0%	0.019%
5/6/2026	Gould Asset Management LLC CA	94,608	$1.03M	0.2%	+15.0%	0.027%
5/6/2026	Main Street Group LTD	5,077	$55K	0.0%	N/A	0.001%
5/6/2026	Independent Financial Group LLC	57,191	$622K	0.0%	N/A	0.016%
5/6/2026	Prosperity Consulting Group LLC	48,719	$530K	0.0%	-9.6%	0.014%
5/5/2026	Noesis Capital Mangement Corp	405,487	$4.41M	0.7%	-0.4%	0.115%
5/5/2026	D.A. Davidson & CO.	75,610	$823K	0.0%	+6.8%	0.021%
5/5/2026	Geneos Wealth Management Inc.	310,360	$3.38M	0.1%	-14.0%	0.088%
5/5/2026	Sigma Planning Corp	19,239	$209K	0.0%	-20.5%	0.005%
5/5/2026	Checchi Capital Advisers LLC	1,389,774	$15.12M	0.8%	+3.3%	0.395%
5/5/2026	Avantax Planning Partners Inc.	166,453	$1.81M	0.0%	-2.3%	0.047%
5/4/2026	Principal Financial Group Inc.	94,347	$1.03M	0.0%	-83.5%	0.027%
5/4/2026	Spectrum Asset Management Inc.	3,902,745	$42.46M	84.8%	-27.4%	1.108%
5/2/2026	Global Assets Advisory LLC	4,812	$52K	0.0%	N/A	0.001%
5/1/2026	Fifth Third Bancorp	146,141	$1.59M	0.0%	+25,538.8%	0.041%
5/1/2026	American Trust	21,618	$235K	0.0%	-5.1%	0.006%
5/1/2026	WealthShield Partners LLC	4,550	$50K	0.0%	-32.9%	0.001%
5/1/2026	Sequoia Financial Advisors LLC	51,374	$559K	0.0%	-7.3%	0.015%
5/1/2026	Independence Bank of Kentucky	19,585	$213K	0.0%	-9.1%	0.006%
5/1/2026	Stonebridge Advisors LLC	1,223,779	$13.32M	15.7%	+54.4%	0.348%
4/30/2026	First National Bank & Trust Co. of Newtown	530,142	$5.77M	1.2%	-12.0%	0.151%
4/30/2026	Ibex Wealth Advisors	121,097	$1.32M	0.1%	+0.8%	0.034%
4/30/2026	Kestra Advisory Services LLC	304,303	$3.31M	0.0%	+71.7%	0.086%
4/30/2026	Beam Wealth Advisors Inc.	80,150	$872K	0.2%	-9.1%	0.023%
4/30/2026	Weitzel Financial Services Inc.	14,843	$162K	0.1%	N/A	0.004%
4/29/2026	Brighton Securities CORP.	167,863	$1.83M	0.9%	+9.6%	0.048%
4/28/2026	Ascentis Independent Advisors	25,992	$283K	0.0%	+100.0%	0.007%
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4/28/2026	Stephens Inc. AR	199,079	$2.17M	0.0%	+1.4%	0.057%
4/28/2026	Argus Investors Counsel Inc.	36,854	$401K	0.4%	-20.4%	0.010%
4/27/2026	HB Wealth Management LLC	10,851	$118K	0.0%	N/A	0.003%
4/27/2026	World Investment Advisors	193,447	$2.11M	0.0%	-3.6%	0.055%
4/27/2026	Private Advisor Group LLC	954,689	$10.39M	0.0%	+0.2%	0.272%
4/27/2026	Sound Income Strategies LLC	451,487	$4.95M	0.2%	-2.6%	0.129%
4/24/2026	Palouse Capital Management Inc.	5,100	$55K	0.0%	-23.1%	0.001%
4/24/2026	Cane Capital Partners LLC	83,574	$909K	0.4%	-2.5%	0.024%
4/23/2026	Balanced Wealth Group LLC	41,237	$449K	0.2%	+2.4%	0.012%
4/22/2026	Janney Montgomery Scott LLC	494,356	$5.38M	0.0%	-8.5%	0.141%
4/22/2026	Ramiah Investment Group	40,002	$435K	0.4%	-3.8%	0.011%
4/21/2026	Pinnacle Wealth Management Advisory Group LLC	10,730	$117K	0.0%	-32.6%	0.003%
4/21/2026	First United Bank & Trust	4,343	$47K	0.0%	+32.1%	0.001%
4/21/2026	OLD National Bancorp IN	31,122	$339K	0.0%	-35.9%	0.009%
4/20/2026	Christensen King & Associates Investment Services Inc.	54,139	$589K	0.3%	-2.1%	0.015%
4/20/2026	Greenup Street Wealth Management LLC	61,159	$665K	0.1%	+5.9%	0.017%
4/20/2026	First PREMIER Bank	174,328	$1.90M	0.4%	-18.2%	0.050%
4/20/2026	RFG Advisory LLC	116,043	$1.26M	0.0%	+4.9%	0.033%
4/20/2026	Apella Capital LLC	19,507	$220K	0.0%	+5.0%	0.006%
4/20/2026	Brandywine Oak Private Wealth LLC	10,628	$116K	0.0%	N/A	0.003%
4/17/2026	Brookstone Capital Management	37,040	$403K	0.0%	-9.0%	0.011%
4/17/2026	Everstar Asset Management LLC	36,551	$398K	0.2%	-8.5%	0.010%
4/16/2026	Prairiewood Capital LLC	680,404	$7.40M	2.1%	+3.8%	0.194%
4/15/2026	Nations Financial Group Inc. IA ADV	25,214	$274K	0.0%	+7.3%	0.007%
3/17/2026	Rockefeller Capital Management L.P.	758,057	$8.52M	0.0%	-6.9%	0.215%
3/13/2026	World Investment Advisors	200,697	$2.26M	0.0%	+4.5%	0.057%
3/6/2026	Brighton Securities CORP.	153,110	$1.72M	0.8%	-44.3%	0.044%
3/5/2026	Bayban	4,600	$52K	0.0%	N/A	0.001%
3/4/2026	Compass Financial Group Inc. Ohio	335,068	$3.77M	2.8%	N/A	0.095%
3/2/2026	Amicus Financial Advisors LLC	68,310	$768K	0.2%	N/A	0.019%
2/19/2026	Rare Wolf Capital LLC	42,853	$482K	0.3%	N/A	0.012%
2/18/2026	Ameriflex Group Inc.	4,430	$50K	0.0%	-47.2%	0.001%
2/18/2026	Mercer Global Advisors Inc. ADV	84,104	$945K	0.0%	-23.7%	0.024%
2/18/2026	Coastal Bridge Advisors LLC	14,119	$159K	0.0%	-29.2%	0.004%
2/18/2026	NewEdge Advisors LLC	121,568	$1.37M	0.0%	-13.1%	0.035%
2/18/2026	VestGen Advisors LLC	37,862	$426K	0.0%	-33.0%	0.011%
2/18/2026	Quadrature Capital Ltd	600,848	$6.75M	0.1%	+349.6%	0.171%
2/18/2026	Hyposwiss Advisors SA	47,070	$529K	0.5%	N/A	0.013%
2/18/2026	IHT Wealth Management LLC	22,000	$247K	0.0%	-5.2%	0.006%
2/18/2026	Gotham Asset Management LLC	181,647	$2.04M	0.0%	+48.7%	0.052%
2/17/2026	Guggenheim Capital LLC	148,268	$1.67M	0.0%	+7.4%	0.042%
2/17/2026	Camarda Financial Advisors LLC	23,097	$260K	0.1%	-14.2%	0.007%
2/17/2026	Cetera Investment Advisers	383,145	$4.31M	0.0%	-1.7%	0.109%
2/17/2026	Equitable Holdings Inc.	11,399	$128K	0.0%	N/A	0.003%
2/17/2026	Kovack Advisors Inc.	14,697	$165K	0.0%	N/A	0.004%
2/17/2026	GeoWealth Management LLC	161,971	$1.82M	0.1%	N/A	0.046%
2/17/2026	Osaic Holdings Inc.	1,349,776	$15.17M	0.0%	-21.4%	0.384%
2/17/2026	Private Advisor Group LLC	953,170	$10.71M	0.1%	+5.5%	0.271%
2/17/2026	Ibex Wealth Advisors	120,188	$1.35M	0.1%	-7.5%	0.034%
2/17/2026	Captrust Financial Advisors	71,222	$801K	0.0%	-1.8%	0.020%
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2/17/2026	&PARTNERS	109,798	$1.23M	0.0%	+3.2%	0.031%
2/17/2026	Blair William & Co. IL	348,977	$3.92M	0.0%	-14.9%	0.099%
2/17/2026	Royal Bank of Canada	3,722,216	$41.84M	0.0%	+14.6%	1.058%
2/17/2026	Adalta Capital Management LLC	11,596	$130K	0.1%	N/A	0.003%
2/17/2026	Gould Asset Management LLC CA	82,263	$925K	0.2%	+9.7%	0.023%
2/17/2026	Bluedoor Private Wealth LLC	10,030	$113K	0.1%	N/A	0.003%
2/16/2026	MML Investors Services LLC	215,753	$2.43M	0.0%	+5.0%	0.061%
2/16/2026	Mariner LLC	106,648	$1.20M	0.0%	-8.6%	0.030%
2/16/2026	Focus Partners Wealth	385,159	$4.40M	0.0%	-8.9%	0.109%
2/16/2026	KCM Investment Advisors LLC	257,166	$2.89M	0.1%	-2.9%	0.073%

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 367 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 31,765,179 shares in the last 24 months. This purchase volume represents approximately $357.28M 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 21,416,027 shares in the last 24 months. This volume of shares sold represents approximately $240.24M in transactions.

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This page (NYSEARCA:PGX) was last updated on 5/28/2026 by MarketBeat.com Staff.

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Invesco Preferred ETF (PGX) Institutional Ownership

PGX Institutional Buying and Selling by Quarter

Invesco Preferred ETF Major Shareholders & Ownership History

PGX Institutional Ownership - Frequently Asked Questions

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Invesco Preferred ETF (PGX) Institutional Ownership

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

PGX Institutional Buying and Selling by Quarter

Invesco Preferred ETF Major Shareholders & Ownership History

PGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGX shares?

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

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

How much institutional buying is happening at Invesco Preferred ETF?

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

How much institutional selling is happening at Invesco Preferred ETF?

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