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Invesco Dorsey Wright Energy Momentum ETF (PXI) Institutional Ownership

Invesco Dorsey Wright Energy Momentum ETF logo
$54.08 -0.03 (-0.06%)
As of 07/2/2026 03:54 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Energy Momentum ETF (NASDAQ:PXI)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$13.57M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.95M
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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
5/19/2026Bank of America Corp DE46,068$2.74M0.0%+31.1%3.338%
5/18/2026Royal Bank of Canada7,079$422K0.0%+1,797.9%0.513%
5/13/2026Cetera Investment Advisers14,771$880K0.0%-8.4%1.070%
5/5/2026Advisors Preferred LLC413$25K0.0%N/A0.030%
4/22/2026Janney Montgomery Scott LLC110,613$6.59M0.0%+1,909.3%8.255%
4/21/2026Silver Oak Securities Incorporated5,965$355K0.0%N/A0.445%
2/18/2026IHT Wealth Management LLC21,583$976K0.0%N/A2.569%
2/17/2026Cetera Investment Advisers16,127$729K0.0%-1.5%1.920%
2/13/2026Wells Fargo & Company MN15,409$697K0.0%-43.3%1.834%
2/11/2026LPL Financial LLC35,602$1.61M0.0%-1.1%4.238%
2/10/2026Goldman Sachs Group Inc.32,510$1.47M0.0%+6.7%3.870%
2/10/2026Cherry Tree Wealth Management LLC1,300$59K0.0%N/A0.155%
1/23/2026Clear Creek Financial Management LLC4,887$221K0.0%-94.3%0.582%
1/21/2026Flagship Harbor Advisors LLC1,500$68K0.0%N/A0.179%
1/21/2026Sound Income Strategies LLC2,623$126K0.0%N/A0.312%
11/19/2025Sunbelt Securities Inc.9,770$458K0.0%N/A1.039%
11/17/2025Bank of America Corp DE34,021$1.60M0.0%-42.2%3.619%
11/14/2025Raymond James Financial Inc.11,860$556K0.0%-34.5%1.262%
11/14/2025Tower Research Capital LLC TRC 10,937$513K0.0%-18.2%1.164%
11/13/2025UBS Group AG12,809$600K0.0%-49.2%1.363%
11/10/2025Clear Creek Financial Management LLC85,685$4.02M0.3%+43.4%9.115%
10/24/2025Trueblood Wealth Management LLC10,338$485K0.2%+5.9%1.088%
9/4/2025Osaic Holdings Inc.2,366$102K0.0%+27.6%0.230%
8/15/2025Tower Research Capital LLC TRC 13,374$577K0.0%+49.5%1.298%
8/15/2025Bank of America Corp DE58,870$2.54M0.0%-4.1%5.716%
8/14/2025Raymond James Financial Inc.18,107$781K0.0%-2.5%1.758%
8/8/2025Kingsview Wealth Management LLC13,597$586K0.0%-13.3%1.320%
8/8/2025Cetera Investment Advisers18,970$818K0.0%-12.6%1.842%
7/30/2025Advantage Trust Co600$26K0.0%N/A0.058%
7/23/2025Clear Creek Financial Management LLC59,751$2.58M0.2%N/A5.801%
7/23/2025Trueblood Wealth Management LLC9,763$421K0.2%+13.2%0.948%
7/18/2025Truist Financial Corp7,529$325K0.0%-3.1%0.731%
7/17/2025Janney 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%
4/15/2025Trueblood Wealth Management LLC8,623$377K0.2%+59.9%0.707%
4/14/2025Farther Finance Advisors LLC1,267$56K0.0%N/A0.104%
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4/14/2025One 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%
1/31/2025Truist Financial Corp7,763$344K0.0%-7.1%0.584%
1/29/2025One Plus One Wealth Management LLC94,258$4.18M2.5%-2.5%7.087%
1/17/2025Janney Montgomery Scott LLC9,769$433K0.0%-11.9%0.735%
1/16/2025Trueblood 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%
10/30/2024One 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%
5/1/2024Janney 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%
2/8/2024Janney 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%
2/5/2024Silver 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%
11/20/2023Silver 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%
11/8/2023Janney 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%
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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%
8/1/2023Truist Financial Corp11,465$453K0.0%-78.5%0.565%
7/31/2023LPL Financial LLC43,761$1.73M0.0%-26.3%2.156%
7/26/2023Janney 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%


PXI Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of Invesco Dorsey Wright Energy Momentum ETF. The most heavily invested institutionals were Janney Montgomery Scott LLC ($6.59M), One Plus One Wealth Management LLC ($4.08M), Bank of America Corp DE ($2.74M), LPL Financial LLC ($1.61M), Goldman Sachs Group Inc. ($1.47M), IHT Wealth Management LLC ($976K), and Cetera Investment Advisers ($880K).Learn more on Invesco Dorsey Wright Energy Momentum ETF's institutional investors.

Of the 25 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: Janney Montgomery Scott LLC ($105.11K), Clear Creek Financial Management LLC ($85.69K), Raymond James Financial Inc. ($39.92K), IHT Wealth Management LLC ($23.10K), Bank of America Corp DE ($10.93K), Trueblood Wealth Management LLC ($10.34K), and Sunbelt Securities Inc. ($9.77K).

Institutional investors have bought a total of 260,887 shares in the last 24 months. This purchase volume represents approximately $13.57M in transactions.

Of the 11 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: Clear Creek Financial Management LLC ($80.80K), Bank of America Corp DE ($27.36K), UBS Group AG ($12.42K), Wells Fargo & Company MN ($11.77K), Raymond James Financial Inc. ($6.72K), Cetera Investment Advisers ($4.35K), and Janney Montgomery Scott LLC ($3.48K).

Institutional investors have sold a total of 152,061 shares in the last 24 months. This volume of shares sold represents approximately $6.95M in transactions.


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This page (NASDAQ:PXI) was last updated on 7/4/2026 by MarketBeat.com Staff.
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