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 Form 13F filings. 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
Q2 2021Renaissance Technologies LLCBuy193,761739,861$11,335
Q2 2021Sequoia Financial AdvisorsBuy50,928424,289$6,500
Q1 2021Renaissance Technologies LLCSell-72,597546,100$8,192
Q1 2021Sequoia Financial AdvisorsBuy35,727373,361$5,600
Q1 2021Matrix Private Capital GroupSell-4514$0
Q4 2020Renaissance Technologies LLCBuy293,497618,697$9,441
Q4 2020Sequoia Financial AdvisorsBuy47,882337,634$5,152
Q3 2020Sequoia Financial AdvisorsBuy289,752289,752$4,268
Q3 2020Renaissance Technologies LLCBuy54,900325,200$4,790
Q2 2020Renaissance Technologies LLCSell-352,678270,300$3,817
Q2 2020Sequoia Financial AdvisorsSell-217,1750$3,254
Q1 2020Sequoia Financial AdvisorsBuy9,453217,175$2,858
Q4 2019Renaissance Technologies LLCBuy266,582622,978$9,351
Q4 2019Sequoia Financial AdvisorsBuy97,874207,722$3,118
Q4 2019Matrix Private Capital GroupBuy5959$1
Q3 2019Renaissance Technologies LLCBuy276,696356,396$5,353
Q2 2019Renaissance Technologies LLCSell-187,04579,700$1,166
Q2 2019Sequoia Financial AdvisorsSell-8,975109,848$1,607
Q1 2019Sequoia Financial AdvisorsSell-380,849118,823$1,723
Q1 2019Renaissance Technologies LLCSell-35,255266,745$3,868
Q4 2018Renaissance Technologies LLCBuy238,604302,000$4,068
Q4 2018Sequoia Financial AdvisorsSell-31,444499,672$6,731
Q3 2018Renaissance Technologies LLCBuy63,39663,396$908
Q3 2018Sequoia Financial AdvisorsBuy2,585531,116$7,606
Q2 2018Sequoia Financial AdvisorsBuy528,531528,531$7,695

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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