Who owns Invesco Preferred ETF?
Institutional ownership of PGX from SEC Form 13F filings across 264 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.
264
13F holders
$1.86B
value, 2026 filers
50.9%
of shares outstanding (182.4M sh)
37
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 | WELLS FARGO & COMPANY/MN | 11.2M | $121.7M | 0.0% | 3.1% | -25.8% |
| 3 | UBS Group AG | 9.5M | $103.0M | 0.0% | 2.7% | +2.7% |
| 4 | JPMORGAN CHASE & CO | 7.1M | $77.0M | 0.0% | 2% | +74.3% |
| 5 | Centiva Capital, LPNEW | 6.9M | $74.9M | 0.7% | 1.9% | new |
| 6 | MORGAN STANLEY | 6.2M | $67.5M | 0.0% | 1.7% | -1.9% |
| 7 | COHEN & STEERS, INC. | 5.6M | $60,344 | 0.1% | 1.6% | +1736.3% |
| 8 | LPL Financial LLC | 5.0M | $53.8M | 0.0% | 1.4% | -6.6% |
| 9 | AMERIPRISE FINANCIAL INC | 4.2M | $45.8M | 0.0% | 1.2% | +1.9% |
| 10 | BESSEMER GROUP INC | 3.5M | $37,747 | 0.1% | 1% | 0.0% |
| 11 | Allworth Financial LP | 3.4M | $37.3M | 0.2% | 1% | +2.1% |
| 12 | RAYMOND JAMES FINANCIAL INC | 3.0M | $32.2M | 0.0% | 0.8% | +8.5% |
| 13 | ROYAL BANK OF CANADA | 2.8M | $30.7M | 0.0% | 0.8% | -4.3% |
| 14 | FIRST TRUST ADVISORS LPNEW | 1.8M | $19.5M | 0.0% | 0.5% | new |
| 15 | Clearstead Advisors, LLC | 1.6M | $17.0M | 0.2% | 0.4% | -7.7% |
| 16 | Cambridge Investment Research Advisors, Inc. | 1.4M | $15,088 | 0.0% | 0.4% | +101.1% |
| 17 | OSAIC HOLDINGS, INC. | 1.3M | $14.1M | 0.0% | 0.4% | +15.2% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.0M | $11.4M | 0.0% | 0.3% | -14.8% |
| 19 | MAI Capital Management | 978,076 | $10.6M | 0.0% | 0.3% | +4.2% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 976,257 | $10.6M | 0.0% | 0.3% | +47.2% |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | 932,608 | $10.1M | 0.2% | 0.3% | -8.3% |
| 22 | Integrated Wealth Concepts LLC | 901,059 | $9.8M | 0.0% | 0.3% | +117.9% |
| 23 | Cetera Investment Advisers | 862,477 | $9.3M | 0.0% | 0.2% | +137.8% |
| 24 | Rockefeller Capital Management L.P. | 711,465 | $7.7M | 0.0% | 0.2% | -5.3% |
| 25 | BANK OF MONTREAL /CAN/ | 653,421 | $7.1M | 0.0% | 0.2% | -2.9% |
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.