INVESCO PREFERRED ETF (PGX) Institutional Ownership Changes & 13F Activity

INVESCO PREFERRED ETF (PGX) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-4,03751,374$558,948
Q4 2025Renaissance Technologies LLCSell-1,423,22396,600$1,085,784
Q4 2025Sequoia Financial AdvisorsSell-6,52755,411$622,816
Q3 2025Sequoia Financial AdvisorsSell-8,85361,938$718,481
Q2 2025Renaissance Technologies LLCBuy1,488,2231,519,823$16,915,630
Q2 2025Sequoia Financial AdvisorsSell-9,71370,791$787,904
Q1 2025Sequoia Financial AdvisorsSell-6,09080,504$903,259
Q4 2024Sequoia Financial AdvisorsBuy2,39986,594$998,426
Q3 2024Renaissance Technologies LLCSell-78,20031,600$390,260
Q3 2024Sequoia Financial AdvisorsSell-3,78184,195$1,039,808
Q2 2024Renaissance Technologies LLCSell-40,600109,800$1,268,190
Q2 2024Sequoia Financial AdvisorsSell-12,46587,976$1,016,124
Q1 2024Renaissance Technologies LLCSell-129,400150,400$1,787
Q1 2024Sequoia Financial AdvisorsBuy5,551100,441$1,193,239
Q4 2023Renaissance Technologies LLCBuy136,948279,800$3,209
Q4 2023Sequoia Financial AdvisorsSell-39,07794,890$1,088,387
Q3 2023Sequoia Financial AdvisorsBuy19,335133,967$1,466,938
Q2 2023Renaissance Technologies LLCSell-87,898142,852$1,624
Q2 2023Sequoia Financial AdvisorsBuy3,931114,632$1,303,365
Q1 2023Sequoia Financial AdvisorsBuy9,374110,701$1,270,843
Q4 2022Renaissance Technologies LLCSell-353,350230,750$2,580
Q4 2022Sequoia Financial AdvisorsBuy3,974101,327$1,132,835
Q3 2022Sequoia Financial AdvisorsSell-39,75697,353$1,157
Q2 2022Sequoia Financial AdvisorsSell-40,237137,109$1,692
Q1 2022Renaissance Technologies LLCBuy489,929584,100$7,926
Q1 2022Sequoia Financial AdvisorsSell-248,098177,346$2,407
Q1 2022Matrix Private Capital GroupBuy115$0
Q4 2021Renaissance Technologies LLCSell-645,69094,171$1,413
Q4 2021Sequoia Financial AdvisorsBuy342,057425,444$6,382
Q3 2021Sequoia Financial AdvisorsSell-340,90283,387$1,253

Frequently asked questions about PGX activity

  • Which institutional owners are buying PGX?

    Institutional owners buying PGX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PGX activity?

    "Buy" means an investor increased their reported position in PGX compared to the prior reporting period. This reflects growing exposure to INVESCO PREFERRED ETF (PGX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PGX increasing?

    Institutional interest in PGX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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