Invesco Dorsey Wright EmergiPIEETF
13F holders, Q4 2024 (December 31)56holders −6
2new positions
8sold out
1famous investor
$19.22avg. 13F price*
At the end of Q4 2024, 56 institutions reported holding Invesco Dorsey Wright Emergi (PIE) in their 13F filings, down 6 from Q3 2024. 2 opened new positions and 8 sold out. The largest holders were Raymond James Financial Inc. ($12.9M), Old Mission Capital LLC ($8.8M) and Wells Fargo & Company ($7.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $17K |
| Exits | 8 | $15.2M |
All 13F filers, Q3 2024 → Q4 2024: 721,156 shares bought and 828,821 shares sold, net −107,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Raymond James Financial Inc. | 0.00% | — | 670,249 | $12.9M |
| Old Mission Capital LLC | 0.21% | Add +1180.8% | 459,570 | $8.8M |
| Wells Fargo & Company | 0.00% | Reduce -34.7% | 377,286 | $7.3M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 340,733 | $6.5M |
| M Holdings Securities, Inc. | 1.05% | Add +0.3% | 338,068 | $6.5M |
| Maltin Wealth Management, Inc. | 2.87% | Add +2.0% | 304,240 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +258.6% | 217,391 | $4.2M |
| NewSquare Capital LLC | 0.29% | Add +4.1% | 190,425 | $3.7M |
| UBS Group AG | 0.00% | Reduce -8.8% | 179,826 | $3.5M |
| Citadel Advisors | 0.00% | Add +356.8% | 117,295 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -6.7% | 112,946 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 64,142 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -6.4% | 63,076 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -7.2% | 58,169 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.7% | 58,147 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +30.8% | 46,585 | $895K |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 43,225 | $831K |
| Flow Traders U.S. LLC | 0.03% | Add +41.9% | 41,686 | $801K |
| MorganRosel Wealth Management, LLC | 0.22% | Add +9.3% | 35,161 | $676K |
| Trueblood Wealth Management, LLC | 0.28% | Reduce -1.4% | 29,220 | $562K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.9% | 28,666 | $551K |
| Benjamin Edwards Inc. | 0.01% | Reduce -71.1% | 28,020 | $539K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -36.2% | 22,132 | $425K |
| National Bank of Canada | 0.00% | No change | 21,890 | $421K |
| MML Investors Services, LLC | 0.00% | Reduce -2.0% | 20,582 | $396K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.4% | 18,904 | $363K |
| Whipplewood Advisors, LLC | 0.21% | — | 18,831 | $362K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.6% | 16,976 | $326K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.2% | 15,670 | $301K |
| Osaic Holdings, Inc. | 0.00% | Add +47.8% | 14,990 | $288K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -17.9% | 14,655 | $282K |
| PFG Investments, LLC | 0.02% | Reduce -5.4% | 13,589 | $261K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.1% | 12,805 | $246K |
| Citigroup Inc. | 0.00% | Reduce -1.4% | 12,294 | $236K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +6.5% | 9,851 | $189K |
| Eagle Bay Advisors LLC | 0.09% | No change | 7,399 | $142K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.4% | 7,187 | $138K |
| UMB Bank, n.a. | 0.00% | No change | 4,890 | $94K |
| Blair William & Co. | 0.00% | No change | 3,500 | $67K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,999 | $58K |
| Comerica Bank | 0.00% | No change | 2,910 | $56K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -2.6% | 2,668 | $51K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.7% | 2,610 | $50K |
| MGB Wealth Management, LLC | 0.01% | No change | 2,500 | $48K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,308 | $44K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,326 | $25K |
| Bessemer Group Inc. | 0.00% | No change | 900 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +0.2% | 573 | $11K |
| Global Retirement Partners, LLC | 0.00% | New | 544 | $10K |
| Register Financial Advisors LLC | 0.00% | Add +0.2% | 503 | $10K |
| Park Square Financial Group, LLC | 0.01% | — | 444 | $9K |
| Qube Research & Technologies Ltd | 0.00% | No change | 356 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 351 | $7K |
| Cwm, LLC | 0.00% | No change | 334 | $6K |
| Bank of America Corp. | 0.00% | No change | 200 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 106 | $2K |
"% of holder's portfolio" is PIE's weight in each manager's 13F, not the share of Invesco Dorsey Wright Emergi the manager owns.