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Invesco Dorsey Wright Energy Momentum ETF (PXI) Institutional Ownership

Invesco Dorsey Wright Energy Momentum ETF logo
$49.50 +0.44 (+0.90%)
(As of 11/20/2024 ET)
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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)
9
Total
Institutional Inflows
(last 12 months)
$11.83M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$16.18M
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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
11/15/2024 IHT Wealth Management LLC34,396$1.48M0.0%-3.9%2.308%
11/13/2024 Transamerica Financial Advisors Inc.1,711$74K0.0%-20.2%0.115%
11/12/2024 Kingsview 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%
10/22/2024 Private Advisor Group LLC5,867$253K0.0%+9.3%0.391%
9/5/2024Sanctuary Advisors LLC5,070$253K0.0%N/A0.325%
8/22/2024 Cetera Investment Advisers26,190$1.24M0.0%-6.1%1.679%
7/30/2024 International Assets Investment Management LLC3,320$157K0.0%N/A0.213%
5/9/2024 Kingsview 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%
2/12/2024 Scotia 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%
2/8/2024 Kingsview 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%
2/7/2024 Advantage Trust Co600$27K0.0%N/A0.026%
2/6/2024 Private 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%
1/26/2024 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%
1/16/2024Raymond 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%
11/15/2023 Scotia Capital Inc.12,818$593K0.0%N/A0.487%
11/14/2023 Tower Research Capital LLC TRC14,525$672K0.0%-39.5%0.552%
11/9/2023 SPC Financial Inc.15,139$700K0.1%N/A0.576%
11/9/2023 UBS 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%
8/3/2023 WMG Financial Advisors LLC5,338$211K0.2%-4.8%0.263%
8/1/2023 Truist Financial Corp11,465$453K0.0%-78.5%0.565%
7/31/2023 LPL 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%
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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%
5/11/2023 Scotia Capital Inc.11,208$447K0.0%+39.1%0.456%
5/9/2023 SPC Financial Inc.14,186$565K0.1%+5.9%0.577%
5/9/2023 Tower 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%
5/2/2023 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%
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%
4/18/2023 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%
2/9/2023 Scotia Capital Inc.8,056$348K0.0%-24.6%0.165%
2/9/2023 HighTower Advisors LLC554,579$23.97M0.1%+12.5%11.364%
2/8/2023Raymond 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%
2/8/2023 UBS Group AG161,550$6.98M0.0%-4.0%3.310%
2/8/2023 Prospera 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%
2/7/2023 LPL 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%
2/1/2023 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%
1/25/2023 Stephens 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%
1/18/2023 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%
11/22/2022 IHT Wealth Management LLC20,349$799K0.1%+50.9%0.408%
11/15/2022First Capital Advisors Group LLC.2,667$105K0.1%N/A0.053%
11/14/2022 Royal Bank of Canada191,586$7.53M0.0%+197.9%3.839%
11/14/2022 Transamerica Financial Advisors Inc.287,340$11.29M1.7%-3.4%5.758%
11/10/2022 Tower Research Capital LLC TRC17,852$701K0.0%-43.4%0.358%
11/10/2022 UBS 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%
10/28/2022Benjamin 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%
10/27/2022 Prospera Financial Services Inc24,757$972K0.1%+1.2%0.496%
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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%
10/25/2022Raymond James & Associates64,440$2.53M0.0%+4.8%1.291%
10/25/2022Raymond James Financial Services Advisors Inc.78,839$3.10M0.0%-10.8%1.580%
10/24/2022Stratos 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%
10/20/2022 Silver Oak Securities Incorporated17,610$692K0.2%-33.8%0.356%
10/18/2022 WMG 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%
10/14/2022 Private Advisor Group LLC98,339$3.86M0.0%+1.7%1.983%
(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, 39 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), Consolidated Planning Corp ($4.24M), One Plus One Wealth Management LLC ($4.17M), Win Advisors Inc. ($3.26M), UBS Group AG ($3.05M), Unique Wealth Strategies LLC ($2.45M), and LPL Financial LLC ($1.73M).Learn more on PXI's institutional investors.

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

Of the 26 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. ($196.40K), International Assets Investment Management LLC ($155.45K), Janney Montgomery Scott LLC ($138.31K), Win Advisors Inc. ($70.58K), HighTower Advisors LLC ($61.43K), Unique Wealth Strategies LLC ($54.82K), 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 856,471 shares in the last 24 months. This purchase volume represents approximately $43.88M in transactions.

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

Of the 26 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 ($274.63K), Raymond James Financial Services Advisors Inc. ($254.78K), Raymond James & Associates ($60.23K), Truist Financial Corp ($43.30K), LPL Financial LLC ($20.40K), Tower Research Capital LLC TRC ($11.87K), and UBS Group AG ($11.79K).

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

Institutional investors have sold a total of 726,249 shares in the last 24 months. This volume of shares sold represents approximately $37.58M in transactions.


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This page (NASDAQ:PXI) was last updated on 11/20/2024 by MarketBeat.com Staff
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