Invesco Preferred ETF (PGX)

ETF ยท NYSE Arca

Invesco Preferred ETF (PGX) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 31, 2008.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
January 31, 2008

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 409 institutions reported holding PGX, with 213.2 million shares worth $2.3 billion in aggregate. The largest reported holder was Bank of America, with 87.1 million shares worth $944.2 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Bank of America87,102,654$944MAdded 7.36%
Bramshill Investments11,489,931$125MAdded 11.79%
Wells Fargo & Company/MN11,223,526$122MReduced 25.8%
UBS Group10,553,993$114MAdded 0.62%
JPMorgan Chase7,080,319$77MAdded 74.33%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is PGX?

Invesco Preferred ETF (PGX) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 31, 2008.

Who are the largest institutional holders of PGX?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of PGX were Bank of America, Bramshill Investments and Wells Fargo & Company/MN.

How many institutions own PGX?

409 institutions reported a position in PGX for the quarter ended June 30, 2026, worth $2.3 billion in total.

Did institutions buy or sell PGX last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for PGX.

Every reported institutional holder, plus insider and congressional trades in PGX, on SentiSense.