Invesco DWA Emerging Markets Momentum ETF (PIE) Institutional Ownership

$21.50
-0.12 (-0.56%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco DWA Emerging Markets Momentum ETF (NASDAQ:PIE)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$18.16M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$25.76M
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PIE Institutional Buying and Selling by Quarter

Invesco DWA Emerging Markets Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Kingsview Wealth Management LLC44,880$935K0.0%+1.9%0.748%
5/8/2024 Avantax Advisory Services Inc.73,967$1.54M0.0%-38.9%1.233%
5/7/2024 Wealthspire Advisors LLC30,173$629K0.0%-40.0%0.503%
4/29/2024 Benjamin F. Edwards & Company Inc.11,687$243K0.0%-88.2%0.187%
4/26/2024 Trueblood Wealth Management LLC32,214$671K0.4%-3.9%0.515%
4/23/2024 Lunt Capital Management Inc.13,843$288K0.1%+4.6%0.221%
4/23/2024 Raymond James Financial Services Advisors Inc.431,317$8.98M0.0%-0.8%6.901%
4/22/2024 PFG Investments LLC14,305$298K0.0%-67.8%0.229%
4/18/2024 MorganRosel Wealth Management LLC30,767$641K0.2%+4.1%0.492%
4/16/2024 Maltin Wealth Management Inc.257,005$5.35M3.0%+8.7%4.112%
2/9/2024Wells Fargo & Company MN545,733$10.75M0.0%-14.3%8.732%
2/8/2024 Kingsview Wealth Management LLC44,064$868K0.0%-9.5%0.705%
2/7/2024 Avantax Advisory Services Inc.120,976$2.38M0.0%-28.0%1.936%
2/7/2024 Wealthspire Advisors LLC50,301$990K0.0%+2.3%0.805%
2/6/2024 Private Advisor Group LLC11,101$219K0.0%N/A0.178%
2/6/2024National Bank of Canada FI34,750$673K0.0%-1.7%0.556%
2/6/2024 Benjamin F. Edwards & Company Inc.99,318$1.96M0.0%-9.5%1.589%
2/1/2024 NewSquare Capital LLC702,008$13.82M1.3%+261.9%11.232%
1/30/2024 Lunt Capital Management Inc.13,235$261K0.1%-52.1%0.212%
1/25/2024 International Assets Investment Management LLC21,309$420K0.0%N/A0.341%
1/24/2024 International Assets Investment Management LLC21,309$420K0.0%N/A0.341%
1/18/2024 Trueblood Wealth Management LLC33,514$660K0.4%N/A0.536%
1/18/2024 Maltin Wealth Management Inc.236,538$4.66M3.0%+0.3%3.785%
1/17/2024 PFG Investments LLC44,429$875K0.2%+228.0%0.711%
1/16/2024 Raymond James Financial Services Advisors Inc.434,786$8.56M0.0%+1.3%6.957%
1/16/2024 Raymond James & Associates199,743$3.93M0.0%-1.6%3.196%
11/24/2023EP Wealth Advisors LLC19,554$363K0.0%+182.2%0.290%
11/13/2023Kestra Advisory Services LLC13,789$256K0.0%+5.0%0.204%
11/9/2023UBS Group AG212,337$3.94M0.0%-2.6%3.146%
11/8/2023 Avantax Advisory Services Inc.168,038$3.12M0.0%-4.5%2.489%
11/7/2023 Kingsview Wealth Management LLC48,669$903K0.0%-1.2%0.721%
11/6/2023 Wealthspire Advisors LLC49,180$912K0.0%N/A0.729%
11/6/2023 PFG Investments LLC13,544$251K0.0%-70.7%0.201%
11/3/2023 NewSquare Capital LLC193,962$3.60M0.4%-73.3%2.874%
10/31/2023 Lunt Capital Management Inc.27,647$513K0.3%N/A0.410%
10/30/2023 MorganRosel Wealth Management LLC29,599$549K0.2%-2.3%0.439%
10/25/2023 Monument Capital Management12,095$224K0.1%-20.3%0.179%
10/24/2023 Raymond James Financial Services Advisors Inc.429,179$7.96M0.0%-8.8%6.220%
10/24/2023 Raymond James & Associates203,026$3.77M0.0%+1.1%2.942%
10/24/2023 Cambridge Investment Research Advisors Inc.62,508$1.16M0.0%+2.2%0.906%
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10/11/2023 Maltin Wealth Management Inc.235,739$4.37M2.9%+1.5%3.417%
10/10/2023Savior LLC1,446$27K0.2%-88.5%0.021%
10/10/2023National Bank of Canada FI35,350$654K0.0%-2.9%0.512%
9/26/2023M Holdings Securities Inc.11,523$219K0.0%-78.2%0.143%
8/11/2023O Shaughnessy Asset Management LLC4,712$89K0.0%+133.4%0.059%
8/9/2023Flow Traders U.S. LLC82,704$1.57M0.1%+58.1%1.027%
8/9/2023 Coastal Investment Advisors Inc.3,521$67K0.0%N/A0.044%
8/8/2023Prospera Financial Services Inc582,173$11.04M0.4%-3.8%7.232%
8/3/2023 PFG Investments LLC46,236$877K0.2%-6.1%0.574%
8/3/2023 Maltin Wealth Management Inc.232,275$4.41M0.8%+0.9%2.885%
8/3/2023 NewSquare Capital LLC726,041$13.77M1.4%+0.1%9.019%
7/31/2023LPL Financial LLC107,645$2.04M0.0%-29.0%1.337%
7/26/2023National Bank of Canada FI36,400$688K0.0%-4.5%0.452%
7/25/2023 Raymond James Financial Services Advisors Inc.470,664$8.93M0.0%+0.5%5.847%
7/18/2023 Monument Capital Management15,183$288K0.1%-60.2%0.189%
7/13/2023 Cambridge Investment Research Advisors Inc.61,144$1.16M0.0%-8.5%0.746%
7/7/2023Savior LLC12,561$238K1.0%-92.2%0.153%
6/5/2023EP Wealth Advisors LLC19,788$306K0.0%N/A0.241%
5/12/2023Prospera Financial Services Inc604,957$11.21M0.5%-0.9%7.378%
5/11/2023 PFG Investments LLC49,215$912K0.2%N/A0.600%
5/10/2023Resources Investment Advisors LLC.27,638$512K0.0%+4.9%0.337%
5/10/2023LPL Financial LLC151,655$2.81M0.0%-14.3%1.849%
5/1/2023 NewSquare Capital LLC725,371$13.44M1.6%+8.4%8.484%
4/28/2023 Avantax Advisory Services Inc.181,497$3.36M0.0%+131.9%2.123%
4/28/2023Ameritas Advisory Services LLC1,492$27K0.0%N/A0.017%
4/28/2023 Janney Montgomery Scott LLC11,181$207K0.0%N/A0.131%
4/21/2023 Monument Capital Management38,109$706K0.2%-15.8%0.446%
4/20/2023 Daymark Wealth Partners LLC12,191$226K0.0%N/A0.143%
4/20/2023 Maltin Wealth Management Inc.230,264$4.27M3.1%+1.4%2.693%
4/14/2023 Raymond James Financial Services Advisors Inc.468,163$8.68M0.0%+9.8%5.476%
4/14/2023 Raymond James & Associates200,936$3.72M0.0%+31.1%2.350%
4/13/2023 MorganRosel Wealth Management LLC30,765$570K0.2%-5.5%0.360%
3/6/2023OLD Mission Capital LLC55,742$992K0.0%-68.2%0.680%
2/17/2023 Maltin Wealth Management Inc.227,144$4.04M2.9%+5.8%2.770%
2/14/2023Heron Financial Group LLC52,367$937K0.6%-33.3%0.639%
2/13/2023 Wealthcare Advisory Partners LLC18,813$335K0.0%-10.1%0.229%
2/13/2023M Holdings Securities Inc.22,415$399K0.0%N/A0.273%
2/10/2023O Shaughnessy Asset Management LLC2,022$36K0.0%-57.3%0.025%
2/10/2023 Blair William & Co. IL10,580$188K0.0%-12.1%0.129%
2/8/2023 Raymond James Financial Services Advisors Inc.426,503$7.59M0.0%+1.8%5.201%
2/8/2023 Raymond James & Associates153,288$2.73M0.0%-7.1%1.869%
2/8/2023UBS Group AG227,177$4.04M0.0%-25.6%2.770%
2/8/2023 Belpointe Asset Management LLC7,607$135K0.0%-10.9%0.093%
2/8/2023Prospera Financial Services Inc610,332$10.86M0.5%+327.2%7.443%
2/8/2023 Cambridge Investment Research Advisors Inc.60,791$1.08M0.0%-31.8%0.741%
2/7/2023Commonwealth Equity Services LLC13,671$243K0.0%-58.7%0.167%
2/7/2023LPL Financial LLC176,868$3.15M0.0%-57.3%2.157%
2/7/2023Envestnet Asset Management Inc.22,653$403K0.0%+20.3%0.276%
2/7/2023 NewSquare Capital LLC669,371$11.91M1.5%+423.6%8.163%
1/31/2023Kestra Advisory Services LLC12,209$217K0.0%-4.5%0.149%
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1/30/2023 International Assets Investment Management LLC16,068$413K0.0%N/A0.196%
1/27/2023 Monument Capital Management45,243$805K0.3%-25.5%0.552%
1/25/2023 Cyndeo Wealth Partners LLC11,623$207K0.0%N/A0.142%
1/24/2023 International Assets Investment Management LLC16,068$413K0.1%N/A0.196%
1/20/2023 MorganRosel Wealth Management LLC32,546$579K0.3%+15.1%0.399%
1/18/2023 Private Advisor Group LLC15,113$269K0.0%-25.7%0.185%
1/13/2023Savior LLC160,997$2.86M2.6%-2.2%1.975%
1/13/2023 Dynamic Advisor Solutions LLC10,063$179K0.0%-13.9%0.123%
11/15/2022 Belpointe Asset Management LLC8,542$140K0.0%-11.2%0.108%
11/14/2022OLD Mission Capital LLC175,308$2.87M0.1%+351.4%2.219%
(Data available from 1/1/2016 forward)

PIE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PIE shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Invesco DWA Emerging Markets Momentum ETF. The most heavily invested institutionals were NewSquare Capital LLC ($13.82M), Prospera Financial Services Inc ($11.04M), Wells Fargo & Company MN ($10.75M), Raymond James Financial Services Advisors Inc. ($8.98M), Maltin Wealth Management Inc. ($5.35M), Northwestern Mutual Wealth Management Co. ($4.11M), and UBS Group AG ($3.94M).Learn more on PIE's institutional investors.

Which institutional investors have been buying Invesco DWA Emerging Markets Momentum ETF stock?

Of the 42 institutional investors that purchased Invesco DWA Emerging Markets Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewSquare Capital LLC ($1.11M), Prospera Financial Services Inc ($469.85K), Avantax Advisory Services Inc. ($265.22K), LPL Financial LLC ($195.60K), Wells Fargo & Company MN ($181.17K), OLD Mission Capital LLC ($156.13K), and Cetera Investment Advisers ($106.61K).

How much institutional buying is happening at Invesco DWA Emerging Markets Momentum ETF?

Institutional investors have bought a total of 3,293,217 shares in the last 24 months. This purchase volume represents approximately $105.94M in transactions.

Which Invesco DWA Emerging Markets Momentum ETF major shareholders have been selling company stock?

Of the 37 institutional investors that sold Invesco DWA Emerging Markets Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewSquare Capital LLC ($558.37K), LPL Financial LLC ($306.21K), Savior LLC ($173.10K), UBS Group AG ($168.47K), Monument Capital Management ($121.19K), OLD Mission Capital LLC ($119.57K), and Avantax Advisory Services Inc. ($101.96K).

How much institutional selling is happening at Invesco DWA Emerging Markets Momentum ETF?

Institutional investors have sold a total of 2,200,551 shares in the last 24 months. This volume of shares sold represents approximately $57.27M in transactions.


This page (NASDAQ:PIE) was last updated on 5/10/2024 by MarketBeat.com Staff

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