Invesco Dorsey Wright EmergiPIEETF
13F holders, Q1 2025 (March 31)54holders −2
3new positions
4sold out
1famous investor
$18.30avg. 13F price*
At the end of Q1 2025, 54 institutions reported holding Invesco Dorsey Wright Emergi (PIE) in their 13F filings, down 2 from Q4 2024. 3 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($11.3M), M Holdings Securities, Inc. ($6.9M) and Morgan Stanley ($6.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.7M |
| Exits | 4 | $9.3M |
All 13F filers, Q4 2024 → Q1 2025: 228,300 shares bought and 1,135,983 shares sold, net −907,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Raymond James Financial Inc. | 0.00% | Reduce -6.9% | 624,259 | $11.3M |
| M Holdings Securities, Inc. | 1.14% | Add +11.7% | 377,530 | $6.9M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 338,913 | $6.2M |
| Wells Fargo & Company | 0.00% | Reduce -27.1% | 274,934 | $5.0M |
| UBS Group AG | 0.00% | Add +12.1% | 201,650 | $3.7M |
| NewSquare Capital LLC | 0.26% | Reduce -9.6% | 172,242 | $3.1M |
| Maltin Wealth Management, Inc. | 1.33% | Reduce -48.7% | 156,010 | $2.8M |
| Del-Sette Capital Management, LLC | 2.12% | New | 148,477 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 104,800 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -64.4% | 77,421 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 66,161 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -44.3% | 65,382 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.1% | 57,537 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +4.9% | 45,347 | $824K |
| Flow Traders U.S. LLC | 0.03% | Add +3.9% | 43,319 | $788K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -31.8% | 39,668 | $721K |
| MorganRosel Wealth Management, LLC | 0.22% | Add +11.5% | 39,215 | $713K |
| Jane Street Group, LLC | 0.00% | Reduce -19.1% | 37,684 | $685K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.8% | 28,144 | $512K |
| Trueblood Wealth Management, LLC | 0.23% | Reduce -7.0% | 27,181 | $494K |
| Stifel Financial Corp. | 0.00% | Reduce -63.6% | 22,955 | $417K |
| Whipplewood Advisors, LLC | 0.22% | Reduce -99.1% | 165 | $373K |
| IHT Wealth Management, LLC | 0.01% | Add +55.2% | 19,873 | $361K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.5% | 19,589 | $356K |
| National Bank of Canada | 0.00% | Reduce -12.8% | 19,090 | $346K |
| MML Investors Services, LLC | 0.00% | Reduce -10.7% | 18,382 | $334K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -18.3% | 15,448 | $281K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 15,225 | $277K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 15,036 | $273K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -15.6% | 12,365 | $225K |
| Benjamin Edwards Inc. | 0.00% | Reduce -59.0% | 11,496 | $209K |
| PFG Investments, LLC | 0.01% | Reduce -17.6% | 11,194 | $204K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.0% | 9,852 | $179K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.7% | 6,489 | $118K |
| Citigroup Inc. | 0.00% | Reduce -48.2% | 6,371 | $116K |
| UMB Bank, n.a. | 0.00% | No change | 4,890 | $89K |
| Jones Financial Companies LLLP | 0.00% | Add +45.7% | 3,802 | $70K |
| Blair William & Co. | 0.00% | Add +7.1% | 3,750 | $68K |
| Comerica Bank | 0.00% | Reduce -22.1% | 2,266 | $41K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -39.8% | 1,607 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -51.3% | 1,462 | $27K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,326 | $24K |
| MGB Wealth Management, LLC | 0.01% | Reduce -50.0% | 1,250 | $23K |
| Bessemer Group Inc. | 0.00% | No change | 900 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 573 | $10K |
| Register Financial Advisors LLC | 0.00% | No change | 503 | $9K |
| Park Square Financial Group, LLC | 0.01% | No change | 444 | $8K |
| Qube Research & Technologies Ltd | 0.00% | No change | 356 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 351 | $6K |
| 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 |
| IFP Advisors, Inc | 0.00% | New | 92 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 60 | $1K |
"% of holder's portfolio" is PIE's weight in each manager's 13F, not the share of Invesco Dorsey Wright Emergi the manager owns.