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Invesco Dorsey Wright Energy Momentum ETF (PXI) Institutional Ownership

$43.18 -0.28 (-0.64%)
Closing price 03:53 PM Eastern
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$43.19 +0.01 (+0.03%)
As of 04:12 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Energy Momentum ETF (NASDAQ:PXI)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$5.64M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$9.81M
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PXI Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Energy Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025 Clear Creek Financial Management LLC59,751$2.58M0.2%N/A5.801%
7/23/2025 Trueblood Wealth Management LLC9,763$421K0.2%+13.2%0.948%
7/18/2025 Truist Financial Corp7,529$325K0.0%-3.1%0.731%
7/17/2025 Janney Montgomery Scott LLC6,246$269K0.0%-35.8%0.606%
6/27/2025Goldman Sachs Group Inc.9,331$408K0.0%-91.0%0.778%
5/16/2025Goldman Sachs Group Inc.9,331$408K0.0%-91.0%0.778%
5/7/2025LPL Financial LLC40,447$1.77M0.0%-14.3%3.371%
5/6/2025Cetera Investment Advisers21,713$948K0.0%-3.1%1.809%
5/2/2025Kingsview Wealth Management LLC15,677$685K0.0%-11.6%1.306%
4/15/2025 Trueblood Wealth Management LLC8,623$377K0.2%+59.9%0.707%
4/14/2025 Farther Finance Advisors LLC1,267$56K0.0%N/A0.104%
4/14/2025 One Plus One Wealth Management LLC93,426$4.08M2.2%-0.9%7.658%
2/17/2025Cetera Investment Advisers22,413$994K0.0%-9.2%1.698%
2/17/2025Bank of America Corp DE72,875$3.23M0.0%-3.9%5.521%
2/14/2025IHT Wealth Management LLC35,917$1.59M0.1%+4.4%2.721%
2/14/2025Tower Research Capital LLC TRC4,191$186K0.0%-45.6%0.318%
2/13/2025Raymond James Financial Inc.19,960$885K0.0%N/A1.512%
2/13/2025Wells Fargo & Company MN93,096$4.13M0.0%-4.1%7.053%
2/11/2025LPL Financial LLC47,218$2.09M0.0%+6.3%3.577%
2/6/2025Raymond James Financial Inc.19,960$885K0.0%N/A1.512%
1/31/2025Global Retirement Partners LLC1,013$45K0.0%N/A0.076%
1/31/2025 Truist Financial Corp7,763$344K0.0%-7.1%0.584%
1/29/2025 One Plus One Wealth Management LLC94,258$4.18M2.5%-2.5%7.087%
1/17/2025 Janney Montgomery Scott LLC9,769$433K0.0%-11.9%0.735%
1/16/2025 Trueblood Wealth Management LLC5,393$239K0.1%N/A0.405%
12/26/2024JPMorgan Chase & Co.616$27K0.0%N/A0.041%
11/25/2024Sanctuary Advisors LLC3,895$168K0.0%-23.2%0.261%
11/15/2024IHT Wealth Management LLC34,396$1.48M0.0%-3.9%2.308%
11/13/2024Transamerica Financial Advisors Inc.1,711$74K0.0%-20.2%0.115%
11/12/2024Kingsview Wealth Management LLC17,727$765K0.0%-2.6%1.190%
10/30/2024 One Plus One Wealth Management LLC96,693$4.17M2.5%+3.0%6.489%
10/22/2024Private Advisor Group LLC5,867$253K0.0%+9.3%0.391%
9/5/2024Sanctuary Advisors LLC5,070$253K0.0%N/A0.325%
8/22/2024Cetera Investment Advisers26,190$1.24M0.0%-6.1%1.679%
7/30/2024International Assets Investment Management LLC3,320$157K0.0%N/A0.213%
5/9/2024Kingsview Wealth Management LLC23,493$1.15M0.0%-17.3%1.609%
5/1/2024 Janney Montgomery Scott LLC11,292$553K0.0%-92.2%0.748%
2/12/2024Scotia Capital Inc.12,580$562K0.0%-1.9%0.547%
2/9/2024Cambridge Investment Research Advisors Inc.28,361$1.27M0.0%+12.4%1.233%
2/8/2024Kingsview Wealth Management LLC28,418$1.27M0.0%-2.2%1.236%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

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2/8/2024 Janney Montgomery Scott LLC144,260$6.45M0.0%-2.4%6.272%
2/7/2024Advantage Trust Co600$27K0.0%N/A0.026%
2/6/2024Private Advisor Group LLC5,678$254K0.0%N/A0.247%
2/5/2024 Silver Oak Securities Incorporated34,045$1.52M0.2%+110.8%1.480%
2/5/2024Unique Wealth Strategies LLC54,824$2.45M1.6%N/A2.384%
1/29/2024Genesee Capital Advisors LLC28,521$1.28M0.8%+6.6%1.240%
1/26/2024Geneos Wealth Management Inc.1,000$45K0.0%-23.1%0.043%
1/25/2024International Assets Investment Management LLC76,065$3.40M0.0%N/A3.307%
1/24/2024International Assets Investment Management LLC76,065$3.40M0.0%N/A3.307%
1/16/2024Raymond James Financial Services Advisors Inc.20,457$914K0.0%-90.8%0.882%
11/20/2023 Silver Oak Securities Incorporated16,149$747K0.1%N/A0.614%
11/15/2023Scotia Capital Inc.12,818$593K0.0%N/A0.487%
11/14/2023Tower Research Capital LLC TRC14,525$672K0.0%-39.5%0.552%
11/9/2023SPC Financial Inc.15,139$700K0.1%N/A0.576%
11/9/2023UBS Group AG65,929$3.05M0.0%-7.1%2.507%
11/8/2023 Janney Montgomery Scott LLC147,826$6.84M0.0%+1,046.9%5.621%
10/30/2023Win Advisors Inc.70,582$3.26M1.6%N/A2.684%
10/25/2023Genesee Capital Advisors LLC26,760$1.24M0.9%N/A1.017%
10/24/2023Raymond James Financial Services Advisors Inc.222,682$10.30M0.0%+717.8%8.467%
10/24/2023Raymond James & Associates8,012$370K0.0%-5.2%0.305%
10/24/2023Cambridge Investment Research Advisors Inc.25,238$1.17M0.0%+282.9%0.960%
8/10/2023Cetera Advisor Networks LLC30,433$1.20M0.0%-4.5%1.499%
8/3/2023 WMG Financial Advisors LLC5,338$211K0.2%-4.8%0.263%
8/1/2023 Truist Financial Corp11,465$453K0.0%-78.5%0.565%
7/31/2023LPL Financial LLC43,761$1.73M0.0%-26.3%2.156%
7/26/2023 Janney Montgomery Scott LLC12,889$509K0.0%-91.3%0.635%
7/25/2023Raymond James Financial Services Advisors Inc.27,228$1.08M0.0%-23.2%1.341%
7/25/2023Raymond James & Associates8,452$334K0.0%-20.1%0.416%
7/13/2023Cambridge Investment Research Advisors Inc.6,591$260K0.0%-44.8%0.343%
5/11/2023Scotia Capital Inc.11,208$447K0.0%+39.1%0.456%
5/9/2023SPC Financial Inc.14,186$565K0.1%+5.9%0.577%
5/9/2023Tower Research Capital LLC TRC19,547$779K0.0%-11.0%0.795%
5/5/2023 Truist Financial Corp53,278$2.12M0.0%-2.7%2.166%
5/5/2023 Silver Oak Securities Incorporated14,262$576K0.1%+4.9%0.549%
5/2/2023Strategy Asset Managers LLC13,797$550K0.1%-36.1%0.531%
4/28/2023 Janney Montgomery Scott LLC147,405$5.88M0.0%+2.3%5.584%
4/27/2023Stratos Wealth Advisors LLC7,372$294K0.0%-31.9%0.279%
4/18/2023Genesee Capital Advisors LLC31,989$1.28M0.9%-5.1%1.147%
4/18/2023 WMG Financial Advisors LLC5,609$224K0.2%+6.8%0.201%
4/14/2023Raymond James Financial Services Advisors Inc.35,443$1.41M0.0%-55.6%1.071%
4/14/2023Raymond James & Associates10,581$422K0.0%-84.5%0.320%
2/13/2023 Wealthcare Advisory Partners LLC10,622$459K0.0%N/A0.218%
2/13/2023 Consolidated Planning Corp98,103$4.24M1.2%-7.8%2.010%
2/10/2023 WMG Financial Advisors LLC5,253$227K0.2%-6.9%0.108%
2/9/2023Scotia Capital Inc.8,056$348K0.0%-24.6%0.165%
2/9/2023HighTower Advisors LLC554,579$23.97M0.1%+12.5%11.364%
2/8/2023Raymond James Financial Services Advisors Inc.79,785$3.45M0.0%+1.2%1.635%
2/8/2023Raymond James & Associates68,237$2.95M0.0%+5.9%1.398%
2/8/2023UBS Group AG161,550$6.98M0.0%-4.0%3.310%
2/8/2023Prospera Financial Services Inc25,688$1.11M0.1%+3.8%0.526%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
2/8/2023Cambridge Investment Research Advisors Inc.7,939$343K0.0%+10.1%0.163%
2/7/2023Commonwealth Equity Services LLC7,896$341K0.0%+6.3%0.162%
2/7/2023LPL Financial LLC122,241$5.28M0.0%-3.7%2.505%
2/7/2023Envestnet Asset Management Inc.9,378$405K0.0%-8.3%0.192%
2/3/2023 CX Institutional34,520$1.49M0.1%+32.9%0.707%
2/2/2023 Silver Oak Securities Incorporated13,599$588K0.1%-22.8%0.279%
2/1/2023 Janney Montgomery Scott LLC144,035$6.23M0.0%-2.4%2.952%
2/1/2023SPC Financial Inc.13,393$579K0.1%-6.6%0.274%
2/1/2023SFG Wealth Management LLC.9,141$395K0.5%+34.0%0.187%
1/25/2023Stephens Inc. AR6,039$261K0.0%N/A0.124%
(Data available from 1/1/2016 forward)

PXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PXI shares?

During the previous two years, 35 institutional investors and hedge funds held shares of Invesco Dorsey Wright Energy Momentum ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($4.13M), One Plus One Wealth Management LLC ($4.08M), Win Advisors Inc. ($3.26M), Bank of America Corp DE ($3.23M), UBS Group AG ($3.05M), Clear Creek Financial Management LLC ($2.58M), and Unique Wealth Strategies LLC ($2.45M).Learn more on Invesco Dorsey Wright Energy Momentum ETF's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Energy Momentum ETF's stock?

Of the 22 institutional investors that purchased Invesco Dorsey Wright Energy Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($195.45K), International Assets Investment Management LLC ($155.45K), Janney Montgomery Scott LLC ($134.94K), Win Advisors Inc. ($70.58K), Clear Creek Financial Management LLC ($59.75K), Unique Wealth Strategies LLC ($54.82K), and Raymond James Financial Inc. ($39.92K).

How much institutional buying is happening at Invesco Dorsey Wright Energy Momentum ETF?

Institutional investors have bought a total of 128,351 shares in the last 24 months. This purchase volume represents approximately $5.64M in transactions.

Which of Invesco Dorsey Wright Energy Momentum ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold Invesco Dorsey Wright Energy Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($187.83K), LPL Financial LLC ($6.77K), Janney Montgomery Scott LLC ($4.79K), Cetera Investment Advisers ($4.66K), Wells Fargo & Company MN ($4.00K), Tower Research Capital LLC TRC ($3.52K), and One Plus One Wealth Management LLC ($3.27K).

How much institutional selling is happening at Invesco Dorsey Wright Energy Momentum ETF?

Institutional investors have sold a total of 224,128 shares in the last 24 months. This volume of shares sold represents approximately $9.81M in transactions.


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This page (NASDAQ:PXI) was last updated on 7/25/2025 by MarketBeat.com Staff
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