Invesco Dorsey Wright EmergiPIEETF

13F holders, Q2 2026 (June 30)
76holders +12
15new positions
4sold out
$33.39avg. 13F price*

At the end of Q2 2026, 76 institutions reported holding Invesco Dorsey Wright Emergi (PIE) in their 13F filings, up 12 from Q1 2026. 15 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($43.6M), Raymond James Financial Inc. ($36.1M) and Wells Fargo & Company ($29.3M).

Company
Invesco Dorsey Wright Emergi
CUSIP
46138E867
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 61Q1 2024Q2 2024: 64Q2 2024Q3 2024: 62Q3 2024Q4 2024: 56Q4 2024Q1 2025: 54Q1 2025Q2 2025: 53Q2 2025Q3 2025: 58Q3 2025Q4 2025: 61Q4 2025Q1 2026: 64Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions15$6.9M
Exits4$1.6M

All 13F filers, Q1 2026 → Q2 2026: 1,735,516 shares bought and 272,895 shares sold, net +1,462,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Morgan Stanley 0.00% Add +416.3% 1,304,836 $43.6M
Raymond James Financial Inc. 0.01% Add +10.6% 1,080,260 $36.1M
Wells Fargo & Company 0.01% Reduce -2.8% 878,802 $29.3M
NewSquare Capital LLC 0.90% Reduce -3.2% 361,283 $12.1M
LPL Financial LLC 0.00% Add +9.3% 294,694 $9.8M
Royal Bank of Canada 0.00% Add +262.8% 264,917 $8.8M
Maltin Wealth Management, Inc. 2.01% Reduce -0.7% 180,244 $6.0M
UBS Group AG 0.00% Add +3.5% 172,957 $5.8M
Prospera Financial Services Inc 0.06% Reduce -25.0% 115,122 $3.8M
Wagner Wealth Management, Corp 2.55% New 94,438 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +33.4% 81,905 $2.7M
Envestnet Asset Management Inc. 0.00% Add +12.3% 75,968 $2.5M
Private Advisory Group LLC 0.12% Add +440.9% 65,385 $2.2M
Stifel Financial Corp. 0.00% Reduce -5.1% 59,151 $2.0M
&partners 0.01% Add +29.2% 50,699 $1.7M
Jane Street Group, LLC 0.00% Reduce -70.8% 43,775 $1.5M
PFG Investments, LLC 0.05% Add +8.5% 40,343 $1.3M
MML Investors Services, LLC 0.00% Add +32.1% 39,289 $1.3M
MorganRosel Wealth Management, LLC 0.43% Add +3.6% 37,894 $1.3M
Trueblood Wealth Management, LLC 0.35% Add +2.6% 30,217 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -2.2% 29,096 $972K
Private Advisor Group, LLC 0.00% Add +10.9% 24,110 $805K
National Bank of Canada 0.00% No change 21,095 $703K
Del-Sette Capital Management, LLC 0.36% Reduce -17.1% 18,387 $614K
Janney Montgomery Scott LLC 0.00% Add +33.9% 18,171 $607K
Old Mission Capital LLC 0.02% New 18,152 $606K
Jones Financial Companies LLLP 0.00% Add +59.3% 18,683 $604K
Commonwealth Equity Services, LLC 0.00% Add +7.6% 17,776 $594K
Fifth Third Bancorp 0.00% Add +219.4% 17,600 $588K
Susquehanna International Group, LLP 0.00% New 17,321 $578K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.1% 16,995 $568K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.4% 16,945 $566K
EP Wealth Advisors, LLC 0.00% Reduce -0.1% 14,963 $500K
Barometer Capital Management Inc. 0.13% Reduce -39.4% 14,000 $468K
Lunt Capital Management, Inc. 0.17% New 13,795 $461K
Blair William & Co. 0.00% Add +641.7% 13,350 $446K
Steinberganna Wealth Management 0.18% Reduce -1.1% 13,118 $438K
IHT Wealth Management, LLC 0.01% Reduce -2.0% 12,529 $418K
Kingsview Wealth Management, LLC 0.01% Reduce -36.0% 12,443 $416K
GTS Securities LLC 0.01% New 11,921 $398K
OneDigital Investment Advisors LLC 0.00% No change 11,207 $374K
Nicholson Wealth Management Group, LLC 0.22% Add +8.3% 10,919 $365K
Cetera Investment Advisers 0.00% Reduce -8.7% 10,533 $352K
Benjamin Edwards Inc. 0.00% Add +0.5% 10,044 $335K
StoneX Group Inc. 0.01% Add +1.3% 10,027 $335K
Advisory Services Network, LLC 0.00% New 9,802 $327K
Ewa, LLC 0.06% New 9,405 $314K
NewEdge Advisors, LLC 0.00% No change 8,623 $288K
Integrated Wealth Concepts LLC 0.00% New 8,020 $268K
Creative Planning 0.00% Add +1.8% 8,003 $267K
Stratos Wealth Partners, LTD. 0.00% New 7,522 $251K
DAVENPORT & Co LLC 0.00% New 7,137 $238K
Osaic Holdings, Inc. 0.00% Add +19.3% 6,916 $231K
Institute for Wealth Management, LLC. 0.02% New 5,766 $193K
Citigroup Inc. 0.00% Reduce -12.5% 5,678 $190K
UMB Bank, n.a. 0.00% No change 4,890 $163K
Rockefeller Capital Management L.P. 0.00% Add +0.2% 4,400 $147K
Founders Financial Alliance, LLC 0.01% Add +0.3% 2,440 $81K
Bank of Montreal 0.00% New 1,800 $60K
Lanark Financial, Inc. 0.00% New 1,168 $39K
Sankala Group LLC 0.02% Reduce -26.3% 1,116 $37K
IFP Advisors, Inc 0.00% New 790 $26K
Register Financial Advisors LLC 0.01% Add +2.7% 566 $19K
Global Retirement Partners, LLC 0.00% — 544 $18K
International Assets Investment Management, LLC 0.00% No change 537 $17K
Highland Investment Advisors LLC 0.01% — 512 $17K
Whipplewood Advisors, LLC 0.01% No change 505 $17K
Qube Research & Technologies Ltd 0.00% Reduce -17.4% 294 $10K
BlackRock, Inc. 0.00% New 250 $8K
JPMorgan Chase & Co. 0.00% No change 239 $8K
FMR LLC 0.00% No change 200 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 118 $4K
AE Wealth Management LLC 0.00% Reduce -83.5% 118 $4K
Assetmark, Inc. 0.00% No change 106 $4K
Farther Finance Advisors, LLC 0.00% No change 60 $2K
O'shaughnessy Asset Management, LLC 0.00% No change 2 $67

"% of holder's portfolio" is PIE's weight in each manager's 13F, not the share of Invesco Dorsey Wright Emergi the manager owns.