Invesco Dorsey Wright EmergiPIEETF
13F holders, Q1 2024 (March 31)61holders
1famous investor
$20.84avg. 13F price*
At the end of Q1 2024, 61 institutions reported holding Invesco Dorsey Wright Emergi (PIE) in their 13F filings. The largest holders were Wells Fargo & Company ($11.4M), Raymond James Financial Services Advisors, Inc. ($9.0M) and Morgan Stanley ($7.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dorsey Wright Emergi
- CUSIP
- 46138E867
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $200K |
| Exits | 6 | $473K |
Ownership 61 holders
| Wells Fargo & Company | 0.00% | Add +0.6% | 548,868 | $11.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.8% | 431,317 | $9.0M |
| Morgan Stanley | 0.00% | Add +16.2% | 336,540 | $7.0M |
| Maltin Wealth Management, Inc. | 3.01% | Add +8.7% | 257,005 | $5.4M |
| M Holdings Securities, Inc. | 0.84% | Add +34.5% | 240,330 | $5.0M |
| Old Mission Capital LLC | 0.12% | Add +1880.0% | 230,268 | $4.8M |
| UBS Group AG | 0.00% | Add +7.9% | 226,315 | $4.7M |
| Raymond James & Associates | 0.00% | Reduce -5.3% | 189,236 | $3.9M |
| NewSquare Capital LLC | 0.32% | Reduce -74.9% | 176,073 | $3.7M |
| Jane Street Group, LLC | 0.00% | Add +351.5% | 146,858 | $3.1M |
| LPL Financial LLC | 0.00% | Add +4.0% | 144,473 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +26.2% | 76,972 | $1.6M |
| Prospera Financial Services Inc | 0.05% | Reduce -7.9% | 75,511 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -38.9% | 73,967 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 67,182 | $1.4M |
| Citadel Advisors | 0.00% | Add +182.3% | 64,137 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.2% | 60,543 | $1.3M |
| Flow Traders U.S. LLC | 0.07% | Add +26.5% | 58,416 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 58,030 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.9% | 44,880 | $935K |
| National Bank of Canada | 0.00% | Add +13.8% | 39,540 | $851K |
| Trueblood Wealth Management, LLC | 0.38% | Reduce -3.9% | 32,214 | $671K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.2% | 32,070 | $668K |
| MorganRosel Wealth Management, LLC | 0.23% | Add +4.1% | 30,767 | $641K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -40.0% | 30,173 | $629K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.2% | 22,689 | $473K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 21,162 | $441K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.6% | 20,256 | $422K |
| MML Investors Services, LLC | 0.00% | Add +2.5% | 20,137 | $419K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.8% | 16,844 | $351K |
| PFG Investments, LLC | 0.02% | Reduce -67.8% | 14,305 | $298K |
| Private Advisor Group, LLC | 0.00% | Add +28.8% | 14,303 | $298K |
| IHT Wealth Management, LLC | 0.01% | Add +6.8% | 14,135 | $294K |
| Lunt Capital Management, Inc. | 0.14% | Add +4.6% | 13,843 | $288K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.7% | 13,137 | $274K |
| Equitable Holdings, Inc. | 0.00% | Add +20.8% | 13,062 | $272K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -88.2% | 11,687 | $243K |
| Citigroup Inc. | 0.00% | Add +4.0% | 11,405 | $238K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +100.7% | 8,623 | $180K |
| Eagle Bay Advisors LLC | 0.10% | No change | 7,399 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 6,938 | $145K |
| UMB Bank, n.a. | 0.00% | No change | 4,890 | $102K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 4,382 | $91K |
| Blair William & Co. | 0.00% | Reduce -41.3% | 4,100 | $85K |
| Comerica Bank | 0.00% | No change | 2,910 | $61K |
| Founders Financial Alliance, LLC | 0.02% | No change | 2,731 | $57K |
| MGB Wealth Management, LLC | 0.02% | No change | 2,500 | $52K |
| Avior Wealth Management, LLC | 0.00% | New | 2,308 | $48K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,326 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.1% | 1,100 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 982 | $21K |
| Bessemer Group Inc. | 0.00% | No change | 900 | $19K |
| Colonial Trust Co / SC | 0.00% | No change | 572 | $12K |
| Qube Research & Technologies Ltd | 0.00% | No change | 506 | $11K |
| Register Financial Advisors LLC | 0.01% | Add +0.2% | 494 | $10K |
| Custom Portfolio Group LLC | 0.01% | No change | 419 | $7K |
| Cwm, LLC | 0.00% | No change | 334 | $7K |
| Highline Wealth Partners LLC | 0.00% | New | 200 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 152 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -99.9% | 133 | $3K |
| Kelly Financial Services LLC | 0.00% | Reduce -87.4% | 27 | $561 |
"% of holder's portfolio" is PIE's weight in each manager's 13F, not the share of Invesco Dorsey Wright Emergi the manager owns.