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Invesco Dorsey Wright Energy Momentum ETF (PXI) Institutional Ownership

$38.70 -1.11 (-2.79%)
As of 04/30/2025 03:47 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)
11
Total
Institutional Inflows
(last 12 months)
$3.01M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.77M
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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
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 TRC 4,191$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%
7/30/2024 International 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%
2/9/2024 Cambridge 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%
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%
1/29/2024 Genesee 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%
1/25/2024 International Assets Investment Management LLC76,065$3.40M0.0%N/A3.307%
1/24/2024 International Assets Investment Management LLC76,065$3.40M0.0%N/A3.307%
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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%
10/30/2023 Win Advisors Inc.70,582$3.26M1.6%N/A2.684%
10/25/2023 Genesee 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%
10/24/2023 Cambridge 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%
8/3/2023WMG 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%
7/13/2023 Cambridge 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%
4/18/2023 Genesee Capital Advisors LLC31,989$1.28M0.9%-5.1%1.147%
4/18/2023WMG 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%
2/10/2023WMG 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%
2/8/2023 Cambridge 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%
2/7/2023 Envestnet 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%
2/1/2023 SFG Wealth Management LLC.9,141$395K0.5%+34.0%0.187%
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1/25/2023Stephens Inc. AR6,039$261K0.0%N/A0.124%
1/20/2023 Genesee Capital Advisors LLC33,700$1.46M1.1%+2.8%0.678%
1/19/2023Stratos Wealth Advisors LLC10,823$468K0.0%+62.9%0.218%
1/18/2023Private Advisor Group LLC97,162$649.77M0.0%-1.2%1.951%
1/13/2023Strategy Asset Managers LLC21,575$933K0.2%+11.1%0.433%
1/12/2023 Hennion & Walsh Asset Management Inc.5,480$237K0.0%-8.7%0.110%
1/9/2023 MinichMacGregor Wealth Management LLC9,830$425K0.2%-3.0%0.196%
11/22/2022IHT Wealth Management LLC20,349$799K0.1%+50.9%0.408%
11/15/2022First Capital Advisors Group LLC.2,667$105K0.1%N/A0.053%
11/14/2022Royal Bank of Canada191,586$7.53M0.0%+197.9%3.839%
(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, 34 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), Unique Wealth Strategies LLC ($2.45M), and LPL Financial LLC ($2.09M).Learn more on PXI's institutional investors.

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

Of the 21 institutional investors that purchased Invesco Dorsey Wright Energy Momentum ETF 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), Unique Wealth Strategies LLC ($54.82K), Raymond James Financial Inc. ($39.92K), and Silver Oak Securities Incorporated ($34.71K).

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

Institutional investors have bought a total of 798,566 shares in the last 24 months. This purchase volume represents approximately $36.61M in transactions.

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

Of the 21 institutional investors that sold Invesco Dorsey Wright Energy Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($272.37K), Raymond James Financial Services Advisors Inc. ($210.44K), Truist Financial Corp ($43.90K), LPL Financial LLC ($15.65K), Tower Research Capital LLC TRC ($15.39K), Strategy Asset Managers LLC ($7.78K), and Kingsview Wealth Management LLC ($6.04K).

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

Institutional investors have sold a total of 603,915 shares in the last 24 months. This volume of shares sold represents approximately $26.92M in transactions.


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This page (NASDAQ:PXI) was last updated on 5/1/2025 by MarketBeat.com Staff
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