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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+313,045+47.2%976,257$10.58MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-27-0.2%16,752$181.59KQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+6,090—6,090$66.02KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcSell-9,453-14.5%55,673$603.50KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+47,971+11.6%461,448$5.00MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-5,130-19.8%20,773$225.18KQ2 2026Aug 27, 2026
Bernard Wealth Management Corp.Sell-20-1.4%1,384$15.01KQ2 2026Aug 21, 2026
Field & Main BankBuy+8,258+2.1%401,291$4.35MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+1,606+2.9%57,718$625.66KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-91-0.2%39,069$423.51KQ2 2026Aug 19, 2026
Jdm Financial Group LlcBuy+1,550—1,550$16.80KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-18,091-59.2%12,481$135.29KQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+1,820+7.3%26,611$288.46KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+1,029+7.2%15,368$166.59KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+6+0.1%10,615$114.96KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+5,969,123+7.4%87,102,654$944.19MQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+5,263,632+1736.3%5,566,778$60.34MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+4,211,587—4,211,587$45.75MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-3,901,721-25.8%11,223,526$121.66MQ2 2026Aug 14, 2026
Bramshill Investments, LlcBuy+1,211,727+11.8%11,489,931$124.55MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+233,025+8.5%2,970,097$32.20MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+171,538+15.2%1,297,425$14.06MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-127,297-4.3%2,828,776$30.66MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+97,846—97,846$1.06MQ2 2026Aug 14, 2026
Arkos Global AdvisorsSell-87,497-28.0%225,179$2.44MQ2 2026Aug 14, 2026
Shepherd Kaplan Krochuk, LlcBuy+50,677+34.8%196,205$2.13MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+39,203+4.2%978,076$10.60MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+34,915+90.3%73,589$797.70KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-18,501-14.2%112,055$1.21MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+17,727+174.9%27,861$302.00KQ2 2026Aug 14, 2026
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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.