Invesco Dorsey Wright EmergiPIEETF
13F holders, Q2 2025 (June 30)53holders −1
4new positions
5sold out
$20.94avg. 13F price*
At the end of Q2 2025, 53 institutions reported holding Invesco Dorsey Wright Emergi (PIE) in their 13F filings, down 1 from Q1 2025. 4 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($11.8M), M Holdings Securities, Inc. ($8.6M) and Wells Fargo & Company ($5.6M).
- Company
- Invesco Dorsey Wright Emergi
- CUSIP
- 46138E867
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 5 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 255,421 shares bought and 416,302 shares sold, net −160,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Raymond James Financial Inc. | 0.00% | Reduce -10.0% | 561,962 | $11.8M |
| M Holdings Securities, Inc. | 1.48% | Add +9.1% | 411,704 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.2% | 266,027 | $5.6M |
| Morgan Stanley | 0.00% | Reduce -32.2% | 229,661 | $4.8M |
| UBS Group AG | 0.00% | Reduce -8.3% | 184,844 | $3.9M |
| NewSquare Capital LLC | 0.27% | Reduce -0.9% | 170,736 | $3.6M |
| Jane Street Group, LLC | 0.01% | Add +330.7% | 162,292 | $3.4M |
| Maltin Wealth Management, Inc. | 1.49% | Add +1.6% | 158,509 | $3.3M |
| Del-Sette Capital Management, LLC | 2.01% | Reduce -7.0% | 138,054 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -25.0% | 78,611 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 66,037 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.7% | 60,625 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +1.5% | 58,413 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 44,756 | $937K |
| MorganRosel Wealth Management, LLC | 0.23% | Add +4.8% | 41,110 | $861K |
| Lunt Capital Management, Inc. | 0.30% | New | 37,647 | $788K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.6% | 27,966 | $586K |
| Equitable Holdings, Inc. | 0.00% | New | 27,568 | $577K |
| Trueblood Wealth Management, LLC | 0.24% | Add +0.5% | 27,307 | $572K |
| Whipplewood Advisors, LLC | 0.24% | Add +12321.2% | 20,495 | $429K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.9% | 19,098 | $400K |
| National Bank of Canada | 0.00% | No change | 19,090 | $392K |
| MML Investors Services, LLC | 0.00% | Add +0.6% | 18,487 | $387K |
| Stifel Financial Corp. | 0.00% | Reduce -19.5% | 18,473 | $387K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.2% | 16,173 | $339K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.1% | 15,841 | $332K |
| EP Wealth Advisors, LLC | 0.00% | No change | 15,448 | $323K |
| Benjamin Edwards Inc. | 0.00% | Add +12.7% | 12,960 | $271K |
| PFG Investments, LLC | 0.01% | Add +1.2% | 11,330 | $237K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -9.4% | 11,207 | $235K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -72.1% | 11,061 | $232K |
| Citigroup Inc. | 0.00% | Add +7.8% | 6,871 | $144K |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.6% | 6,527 | $137K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.6% | 5,735 | $120K |
| Jones Financial Companies LLLP | 0.00% | Add +34.2% | 5,103 | $106K |
| UMB Bank, n.a. | 0.00% | No change | 4,890 | $102K |
| MGB Wealth Management, LLC | 0.01% | Add +60.0% | 2,000 | $42K |
| Blair William & Co. | 0.00% | Reduce -52.0% | 1,800 | $38K |
| Comerica Bank | 0.00% | Reduce -30.9% | 1,566 | $33K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -11.5% | 1,422 | $30K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,326 | $28K |
| Global Retirement Partners, LLC | 0.00% | — | 544 | $11K |
| Park Square Financial Group, LLC | 0.01% | No change | 444 | $9K |
| Qube Research & Technologies Ltd | 0.00% | No change | 356 | $7K |
| Cwm, LLC | 0.00% | No change | 334 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | New | 273 | $6K |
| MAI Capital Management | 0.00% | New | 221 | $5K |
| Bank of America Corp. | 0.00% | No change | 200 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -79.6% | 117 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 106 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -72.1% | 98 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 60 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.9% | 2 | $42 |
"% of holder's portfolio" is PIE's weight in each manager's 13F, not the share of Invesco Dorsey Wright Emergi the manager owns.