Who owns PGX?
Invesco Preferred ETF · Invesco
411 institutions reported holding PGX, worth $2.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PGX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $944.2M | 87,102,654 | +5,969,123 shares |
| Bramshill Investments, LLC | Naples, FL | $124.6M | 11,489,931 | +1,211,727 shares |
| Wells Fargo & Company | San Francisco, CA | $121.7M | 11,223,526 | −3,901,721 shares |
| UBS Group AG | Zurich, Switzerland | $103.0M | 9,505,898 | +247,003 shares |
| JPMorgan Chase & Co | New York, NY | $77.0M | 7,080,319 | +3,018,810 shares |
| Centiva Capital, LP | New York, NY | $74.9M | 6,910,000 | New position |
| Morgan Stanley | New York, NY | $67.5M | 6,224,145 | −123,606 shares |
| Cohen & Steers, Inc. | New York, NY | $60.3M | 5,566,778 | +5,263,632 shares |
| LPL Financial LLC | Fort Mill, SC | $53.8M | 4,960,339 | −352,395 shares |
| Spectrum Asset Management, Inc. | Stamford, CT | $53.7M | 4,953,026 | +1,050,281 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: PGX vs JHCR, PGX vs SMTH, PGX vs BILS, PGX vs HYMB.
Frequently asked questions
Who owns PGX?
411 institutional managers reported holding PGX in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by Bank of America Corp., at $944.2M.
Did institutions buy or sell PGX last quarter?
Reported 13F value rose 10.8% from March 31, 2026, which includes price moves as well as buying and selling. 55 firms reported a new position and 51 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PGX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.