Who Owns PGX?
Invesco Preferred ETF — Institutional Ownership & 13F Holdings
$11.15
-0.04 (-0.31%)
Market Cap
$4.0B
Shares Outstanding
337,392,676
Institutional Holders
439
Total Inst. Value
$2.8B
% of Float Held
—
QoQ Holder Change
+143
Institutional data as of Q1 2025
New Positions
113
Closed Positions
57
Increased
102
Decreased
146
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $747.8M | 66,645,345 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $588.0M | 52,406 |
| 3 | Bank Julius Baer & Co. Ltd, Zurich | $328.2M | 25,880 |
| 4 | WELLS FARGO & COMPANY/MN | $176.7M | 15,745,410 |
| 5 | MORGAN STANLEY | $97.6M | 8,697,382 |
| 6 | FIRST TRUST ADVISORS LP | $81.4M | 7,251,553 |
| 7 | UBS Group AG | $62.0M | 5,526,051 |
| 8 | AMERIPRISE FINANCIAL INC | $57.1M | 5,090,455 |
| 9 | Spectrum Asset Management, Inc.New | $40.8M | 3,635,591 |
| 10 | ROYAL BANK OF CANADA | $40.7M | 3,629,127 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +3.2M | $747.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +3K | $588.0M |
| MORGAN STANLEY | +350 | $97.6M |
| Spectrum Asset Management, Inc.New | +3.6M | $40.8M |
| GAMMA Investing LLC | +368K | $35.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COHEN & STEERS, INC. | -4.4M | $6.9M |
| FIRST TRUST ADVISORS LP | -2.4M | $81.4M |
| Iowa State Bank | -1.0M | $1.1M |
| UBS Group AG | -876K | $62.0M |
| JPMORGAN CHASE & CO | -738K | $38.3M |
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Frequently Asked Questions
How many institutional investors hold PGX?
As of Q1 2025, 439 institutional investors report holding PGX (Invesco Preferred ETF) in their 13F filings.
Which hedge fund owns the most PGX?
The largest institutional holder of PGX is BANK OF AMERICA CORP /DE/ with $747.8M in shares.
Are institutions buying or selling PGX?
This quarter, 113 institutions opened new positions in PGX and 57 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.