Who owns Invesco Preferred ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PGX from SEC Form 13F filings across 413 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 413 institutions disclosed 212.9M shares of Invesco Preferred ETF worth $2.31B — about 59.4% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
413
13F holders
$2.31B
value, 2026 filers
59.4%
of shares outstanding (212.9M sh)
55
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PGX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 87.1M | $944.2M | 0.1% | 24.3% | +7.4% |
| 2 | Bramshill Investments, LLC | 11.5M | $124.6M | 9.5% | 3.2% | +11.8% |
| 3 | WELLS FARGO & COMPANY/MN | 11.2M | $121.7M | 0.0% | 3.1% | -25.8% |
| 4 | UBS Group AG | 9.5M | $103.0M | 0.0% | 2.7% | +2.7% |
| 5 | JPMORGAN CHASE & CO | 7.1M | $77.0M | 0.0% | 2% | +74.3% |
| 6 | Centiva Capital, LPNEW | 6.9M | $74.9M | 0.7% | 1.9% | new |
| 7 | MORGAN STANLEY | 6.2M | $67.5M | 0.0% | 1.7% | -1.9% |
| 8 | COHEN & STEERS, INC. | 5.6M | $60.3M | 0.1% | 1.6% | +1736.3% |
| 9 | LPL Financial LLC | 5.0M | $53.8M | 0.0% | 1.4% | -6.6% |
| 10 | Spectrum Asset Management, Inc. | 5.0M | $53.7M | 77.1% | 1.4% | +26.9% |
| 11 | AMERIPRISE FINANCIAL INC | 4.2M | $45.8M | 0.0% | 1.2% | +1.9% |
| 12 | BESSEMER GROUP INC | 3.5M | $37.7M | 0.1% | 1% | 0.0% |
| 13 | Allworth Financial LP | 3.4M | $37.3M | 0.2% | 1% | +2.1% |
| 14 | RAYMOND JAMES FINANCIAL INC | 3.0M | $32.2M | 0.0% | 0.8% | +8.5% |
| 15 | ROYAL BANK OF CANADA | 2.8M | $30.7M | 0.0% | 0.8% | -4.3% |
| 16 | FIRST TRUST ADVISORS LPNEW | 1.8M | $19.5M | 0.0% | 0.5% | new |
| 17 | Checchi Capital Advisers, LLC | 1.6M | $17.0M | 0.8% | 0.4% | +13.0% |
| 18 | Clearstead Advisors, LLC | 1.6M | $17.0M | 0.2% | 0.4% | -7.7% |
| 19 | OSAIC HOLDINGS, INC. | 1.3M | $14.1M | 0.0% | 0.4% | +15.2% |
| 20 | STONEBRIDGE ADVISORS LLC | 1.2M | $13.3M | 16.1% | 0.3% | +0.6% |
| 21 | HUNTINGTON NATIONAL BANK | 1.2M | $12.7M | 0.1% | 0.3% | -3.7% |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.0M | $11.4M | 0.0% | 0.3% | -14.8% |
| 23 | MAI Capital Management | 978,076 | $10.6M | 0.0% | 0.3% | +4.2% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 976,257 | $10.6M | 0.0% | 0.3% | +47.2% |
| 25 | Private Advisor Group, LLC | 961,695 | $10.4M | 0.0% | 0.3% | +0.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.