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Invesco Dorsey Wright Energy Momentum ETF (PXI) Institutional Ownership

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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)
$33.54M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$24.92M
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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
5/1/2024 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%
2/6/2024 Private Advisor Group LLC5,678$254K0.0%N/A0.247%
2/5/2024Silver Oak Securities Incorporated34,045$1.52M0.2%+110.8%1.480%
2/5/2024 Unique 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%
1/26/2024 Geneos 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%
1/16/2024 Raymond 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%
11/9/2023 SPC 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%
10/24/2023 Raymond James Financial Services Advisors Inc.222,682$10.30M0.0%+717.8%8.467%
10/24/2023 Raymond 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%
8/1/2023Truist Financial Corp11,465$453K0.0%-78.5%0.565%
7/31/2023LPL Financial LLC43,761$1.73M0.0%-26.3%2.156%
7/26/2023 Janney Montgomery Scott LLC12,889$509K0.0%-91.3%0.635%
7/25/2023 Raymond James Financial Services Advisors Inc.27,228$1.08M0.0%-23.2%1.341%
7/25/2023 Raymond 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%
5/9/2023 SPC Financial Inc.14,186$565K0.1%+5.9%0.577%
5/9/2023Tower Research Capital LLC TRC19,547$779K0.0%-11.0%0.795%
5/5/2023Truist Financial Corp53,278$2.12M0.0%-2.7%2.166%
5/5/2023Silver Oak Securities Incorporated14,262$576K0.1%+4.9%0.549%
5/2/2023 Strategy 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%
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4/27/2023 Stratos 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%
4/14/2023 Raymond James Financial Services Advisors Inc.35,443$1.41M0.0%-55.6%1.071%
4/14/2023 Raymond 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%
2/9/2023 HighTower Advisors LLC554,579$23.97M0.1%+12.5%11.364%
2/8/2023 Raymond James Financial Services Advisors Inc.79,785$3.45M0.0%+1.2%1.635%
2/8/2023 Raymond 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%
2/7/2023Envestnet Asset Management Inc.9,378$405K0.0%-8.3%0.192%
2/3/2023 CX Institutional34,520$1.49M0.1%+32.9%0.707%
2/2/2023Silver 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%
2/1/2023 SPC 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%
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%
1/19/2023 Stratos Wealth Advisors LLC10,823$468K0.0%+62.9%0.218%
1/18/2023 Private Advisor Group LLC97,162$649.77M0.0%-1.2%1.951%
1/13/2023 Strategy 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%
11/14/2022Transamerica Financial Advisors Inc.287,340$11.29M1.7%-3.4%5.758%
11/10/2022Tower Research Capital LLC TRC17,852$701K0.0%-43.4%0.358%
11/10/2022UBS Group AG168,298$6.61M0.0%+2.1%3.373%
11/4/2022 Consolidated Planning Corp106,447$4.18M1.3%-7.6%2.133%
11/4/2022 CX Institutional25,978$1.02M0.1%N/A0.521%
10/28/2022 Benjamin F. Edwards & Company Inc.3,084$121K0.0%-7.0%0.062%
10/27/2022 Financial Management Professionals Inc.47,871$1.88M0.4%+16.9%0.959%
10/27/2022Prospera Financial Services Inc24,757$972K0.1%+1.2%0.496%
10/27/2022 SPC Financial Inc.14,342$563K0.1%+7.4%0.287%
10/25/2022 Janney Montgomery Scott LLC147,613$5.80M0.0%-6.8%2.958%
10/25/2022 Raymond James & Associates64,440$2.53M0.0%+4.8%1.291%
10/25/2022 Raymond James Financial Services Advisors Inc.78,839$3.10M0.0%-10.8%1.580%
10/24/2022 Stratos Wealth Advisors LLC6,645$261K0.0%+7.6%0.133%
10/20/2022 Genesee Capital Advisors LLC32,774$1.29M1.0%+4.4%0.662%
10/20/2022Silver Oak Securities Incorporated17,610$692K0.2%-33.8%0.356%
10/18/2022WMG Financial Advisors LLC5,644$222K0.2%-25.7%0.115%
10/17/2022 Cambridge Investment Research Advisors Inc.7,210$283K0.0%-23.9%0.147%
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10/14/2022 Private Advisor Group LLC98,339$3.86M0.0%+1.7%1.983%
10/12/2022 SFG Wealth Management LLC.6,823$268K0.4%N/A0.141%
10/11/2022 Strategy Asset Managers LLC19,413$763K0.2%+15.8%0.401%
10/6/2022 MinichMacGregor Wealth Management LLC10,133$398K0.2%-10.1%0.207%
8/16/2022Kingsview Wealth Management LLC29,160$1.11M0.1%N/A0.570%
8/13/2022 Consolidated Planning Corp115,261$4.40M1.4%N/A2.251%
8/13/2022Flow Traders U.S. LLC34,710$1.33M0.1%N/A0.678%
8/12/2022Private Advisory Group LLC7,197$275K0.1%-24.9%0.141%
8/11/2022Cetera Advisor Networks LLC33,962$1.30M0.0%+10.9%0.663%
8/11/2022Quantitative Advantage LLC5,289$202K0.0%N/A0.103%
(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, 48 institutional investors and hedge funds held shares of Invesco Dorsey Wright Energy Momentum ETF. The most heavily invested institutionals were HighTower Advisors LLC ($23.97M), Transamerica Financial Advisors Inc. ($11.29M), Royal Bank of Canada ($7.53M), Fortis Advisors LLC ($5.71M), Consolidated Planning Corp ($4.24M), International Assets Investment Management LLC ($3.40M), and Win Advisors Inc. ($3.26M).Learn more on PXI's institutional investors.

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

Of the 38 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. ($211.44K), Fortis Advisors LLC ($164.10K), International Assets Investment Management LLC ($152.13K), Janney Montgomery Scott LLC ($138.31K), Royal Bank of Canada ($127.28K), Consolidated Planning Corp ($115.26K), and SILVER OAK SECURITIES Inc ($71.66K).

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

Institutional investors have bought a total of 1,528,171 shares in the last 24 months. This purchase volume represents approximately $98.42M in transactions.

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

Of the 27 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 ($309.21K), Raymond James Financial Services Advisors Inc. ($264.32K), Raymond James & Associates ($60.23K), Truist Financial Corp ($43.30K), OLD Mission Capital LLC ($27.38K), Tower Research Capital LLC TRC ($25.57K), and UBS Group AG ($20.43K).

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

Institutional investors have sold a total of 889,527 shares in the last 24 months. This volume of shares sold represents approximately $50.65M in transactions.


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This page (NASDAQ:PXI) was last updated on 5/8/2024 by MarketBeat.com Staff

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