Who Owns Invesco Preferred ETF (PGX)?Hedge Fund & Institutional Holders

$11.16-0.05 (-0.45%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.3900012000094e+224T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$10.78$11.21$11.65$12.08$12.52Sep 24Jun 25Mar 26

PGX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bramshill Investments, LLCNew Position+7.3M+$82.3M
Spectrum Asset Management, Inc.New Position+5.4M+$60.4M
BESSEMER GROUP INCNew Position+3.5M+$39.0M
COHEN & STEERS, INC.Increased+2.0M+$23.0M
FIRST TRUST ADVISORS LPNew Position+2.0M+$22.0M
Checchi Capital Advisers, LLCNew Position+1.3M+$15.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.2M+$13.0M
Sanctuary Advisors, LLCNew Position+1.0M+$11.5M
STONEBRIDGE ADVISORS LLCNew Position+792K+$8.9M
Trinity Legacy Partners, LLCNew Position+718K+$8.1M
FIRST NATIONAL BANK & TRUST CO OF NEWTOWNNew Position+602K+$6.8M
PRINCIPAL FINANCIAL GROUP INCNew Position+571K+$6.4M
Janney Montgomery Scott LLCNew Position+540K+$6.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+604K+$6.0M
TRUIST FINANCIAL CORPNew Position+520K+$5.8M

PGX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-574K-$90.9B
LPL Financial LLCDecreased-787K-$75.5B
RAYMOND JAMES FINANCIAL INCDecreased-191K-$33.6B
Manske Wealth ManagementDecreased-1.7M-$25.5B
OSAIC HOLDINGS, INC.Decreased-367K-$19.7B
HUNTINGTON NATIONAL BANKDecreased-52K-$15.4B
CARY STREET PARTNERS FINANCIAL LLCDecreased-27K-$12.7B
GOLDMAN SACHS GROUP INCDecreased-992K-$11.8B
Creative PlanningDecreased-362K-$10.2B
Rockefeller Capital Management L.P.Decreased-56K-$9.4B
BANK OF MONTREAL /CAN/Decreased-20K-$9.2B
Intrepid Financial Planning Group LLCDecreased-103K-$8.0B
STIFEL FINANCIAL CORPDecreased-38K-$7.0B
Advisors Preferred, LLCClosed Position-548K-$6.4B
Integrated Wealth Concepts LLCDecreased-66K-$5.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/65,825,056$739.0M0.05%Share
2WELLS FARGO & COMPANY/MN10,724,946$120.0M0.02%Share
3BANK OF AMERICA CORP /DE/8,407,230$94.0M0.01%Share
4Bramshill Investments, LLC7,321,189$82.3M4.65%Share
5MORGAN STANLEY7,271,166$81.0M0.00%Share
6LPL Financial LLC5,725,667$64.0M0.02%Share
7Spectrum Asset Management, Inc.5,372,426$60.4M75.99%Share
8JPMORGAN CHASE & CO5,141,400$57.0M0.00%Share
9WELLS FARGO & COMPANY/MN4,093,062$46.0M0.01%Share
10AMERIPRISE FINANCIAL INC4,108,220$46.0M0.01%Share
11UBS Group AG3,670,888$41.3M0.01%Share
12ROYAL BANK OF CANADA3,534,925$39.0M0.01%Share
13BESSEMER GROUP INC3,482,215$39.0M0.06%Share
14Allworth Financial LP3,192,137$35.9M0.15%Share
15BANK OF AMERICA CORP /DE/2,500,000$28.0M0.00%Share
16COHEN & STEERS, INC.2,157,935$24.3M0.04%Share
17FIRST TRUST ADVISORS LP1,966,427$22.0M0.02%Share
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO578,008$18.8M0.01%Share
19Clearstead Advisors, LLC1,682,990$18.0M0.23%Share
20RAYMOND JAMES FINANCIAL INC1,666,234$18.0M0.01%Share
21BANK OF AMERICA CORP /DE/1,644,184$18.0M0.00%Share
22Checchi Capital Advisers, LLC1,345,619$15.1M0.77%Share
23UBS Group AG1,301,106$14.6M0.00%Share
24Mader & Shannon Wealth Management, Inc.1,245,561$14.4M7.08%Share
25OSAIC HOLDINGS, INC.1,330,014$14.0M0.02%Share
26New England Private Wealth Advisors LLC1,227,261$13.8M0.83%Share
27HUNTINGTON NATIONAL BANK1,211,397$13.0M0.08%Share
28COMMONWEALTH EQUITY SERVICES, LLC1,235,557$13.0M0.02%Share
29CARY STREET PARTNERS FINANCIAL LLC1,065,901$12.0M0.30%Share
30RAYMOND JAMES FINANCIAL INC1,022,773$11.0M0.00%Share
31Private Advisor Group, LLC953,170$10.0M0.05%Share
32MAI Capital Management919,286$10.0M0.06%Share
33STONEBRIDGE ADVISORS LLC792,408$8.9M4.88%Share
34Trinity Legacy Partners, LLC717,856$8.1M1.85%Share
35Cambridge Investment Research Advisors, Inc.752,227$8.0M0.02%Share
36Sierra Capital LLC169,868$7.9M0.84%Share
37Prairiewood Capital, LLC655,646$7.4M2.29%Share
38Manske Wealth Management590,010$6.6M1.96%Share
39Intrepid Financial Planning Group LLC589,411$6.6M2.52%Share
40FIRST NATIONAL BANK & TRUST CO OF NEWTOWN574,780$6.5M1.18%Share
41PRINCIPAL FINANCIAL GROUP INC570,695$6.4M0.00%Share
42Investors Research Corp540,521$6.1M1.11%Share
43Janney Montgomery Scott LLC540,225$6.0M0.01%Share
44STIFEL FINANCIAL CORP534,141$6.0M0.01%Share
45ENVESTNET ASSET MANAGEMENT INC604,249$6.0M0.00%Share
46Sound Income Strategies, LLC463,329$5.3M0.25%Share
47Sanctuary Advisors, LLC454,332$5.1M0.04%Share
48Sanctuary Advisors, LLC454,332$5.1M0.03%Share
49WEALTH ENHANCEMENT ADVISORY SERVICES, LLC443,273$5.0M0.01%Share
50WELLS FARGO & COMPANY/MN474,868$5.0M0.00%Share

PGX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025418$2.2B+193
Q3 2025225$1.7T-163
Q2 2025388$1.7T-52
Q1 2025440$2.0T+57
Q4 2024383$64.7T+79
Q3 2024304$1534.9T+9
Q2 2024295$1441.7T-3
Q1 2024298$1447.1T—

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As of Q4 2025, 50 institutional investors hold PGX (Invesco Preferred ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $739.0M in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PGX?

As of Q4 2025, 50 institutional investors report holding PGX (Invesco Preferred ETF) in their 13F filings.

Who is the largest institutional holder of PGX?

The largest institutional holder of PGX is BANK OF AMERICA CORP /DE/ with $739.0M in shares.

Is institutional ownership of PGX increasing or decreasing?

This quarter, 14 institutions opened new positions in PGX and 1 closed their positions.