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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Cohen & Steers, Inc., Ameriprise Financial Inc, Wells Fargo & Company/Mn, and Bramshill Investments, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +313,045 | +47.2% | 976,257 | $10.58M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -27 | -0.2% | 16,752 | $181.59K | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +6,090 | — | 6,090 | $66.02K | Q2 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -9,453 | -14.5% | 55,673 | $603.50K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +47,971 | +11.6% | 461,448 | $5.00M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -5,130 | -19.8% | 20,773 | $225.18K | Q2 2026 | Aug 27, 2026 |
| Bernard Wealth Management Corp. | Sell | -20 | -1.4% | 1,384 | $15.01K | Q2 2026 | Aug 21, 2026 |
| Field & Main Bank | Buy | +8,258 | +2.1% | 401,291 | $4.35M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +1,606 | +2.9% | 57,718 | $625.66K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -91 | -0.2% | 39,069 | $423.51K | Q2 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Buy | +1,550 | — | 1,550 | $16.80K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -18,091 | -59.2% | 12,481 | $135.29K | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +1,820 | +7.3% | 26,611 | $288.46K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +1,029 | +7.2% | 15,368 | $166.59K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +6 | +0.1% | 10,615 | $114.96K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +5,969,123 | +7.4% | 87,102,654 | $944.19M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +5,263,632 | +1736.3% | 5,566,778 | $60.34M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +4,211,587 | — | 4,211,587 | $45.75M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -3,901,721 | -25.8% | 11,223,526 | $121.66M | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, Llc | Buy | +1,211,727 | +11.8% | 11,489,931 | $124.55M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +233,025 | +8.5% | 2,970,097 | $32.20M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +171,538 | +15.2% | 1,297,425 | $14.06M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -127,297 | -4.3% | 2,828,776 | $30.66M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +97,846 | — | 97,846 | $1.06M | Q2 2026 | Aug 14, 2026 |
| Arkos Global Advisors | Sell | -87,497 | -28.0% | 225,179 | $2.44M | Q2 2026 | Aug 14, 2026 |
| Shepherd Kaplan Krochuk, Llc | Buy | +50,677 | +34.8% | 196,205 | $2.13M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +39,203 | +4.2% | 978,076 | $10.60M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +34,915 | +90.3% | 73,589 | $797.70K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -18,501 | -14.2% | 112,055 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +17,727 | +174.9% | 27,861 | $302.00K | Q2 2026 | Aug 14, 2026 |
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.