Invesco Dorsey Wright EmergiPIEETF
13F holders, Q3 2025 (September 30)58holders +5
9new positions
2sold out
1famous investor
$24.40avg. 13F price*
At the end of Q3 2025, 58 institutions reported holding Invesco Dorsey Wright Emergi (PIE) in their 13F filings, up 5 from Q2 2025. 9 opened new positions and 2 sold out. The largest holders were Raymond James Financial Inc. ($21.2M), Wells Fargo & Company ($13.3M) and Morgan Stanley ($5.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.2M |
| Exits | 2 | $15K |
All 13F filers, Q2 2025 → Q3 2025: 768,430 shares bought and 668,522 shares sold, net +99,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Raymond James Financial Inc. | 0.01% | Add +54.7% | 869,151 | $21.2M |
| Wells Fargo & Company | 0.00% | Add +105.5% | 546,659 | $13.3M |
| Morgan Stanley | 0.00% | Reduce -5.1% | 217,949 | $5.3M |
| UBS Group AG | 0.00% | Add +4.5% | 193,166 | $4.7M |
| NewSquare Capital LLC | 0.30% | Add +7.5% | 183,463 | $4.5M |
| Maltin Wealth Management, Inc. | 1.63% | Add +1.7% | 161,155 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -12.7% | 68,612 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.3% | 58,653 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.2% | 57,737 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.5% | 54,462 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +194.5% | 54,405 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 43,844 | $1.1M |
| MorganRosel Wealth Management, LLC | 0.28% | Add +6.2% | 43,653 | $1.1M |
| M Holdings Securities, Inc. | 0.20% | Reduce -90.5% | 39,217 | $957K |
| Lunt Capital Management, Inc. | 0.32% | Reduce -9.8% | 33,948 | $828K |
| MML Investors Services, LLC | 0.00% | Add +68.5% | 31,157 | $760K |
| Equitable Holdings, Inc. | 0.01% | Add +11.8% | 30,835 | $752K |
| Trueblood Wealth Management, LLC | 0.27% | Add +4.6% | 28,572 | $697K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.4% | 27,572 | $673K |
| Jane Street Group, LLC | 0.00% | Reduce -83.2% | 27,227 | $664K |
| Old Mission Capital LLC | 0.02% | New | 26,920 | $657K |
| Del-Sette Capital Management, LLC | 0.36% | Reduce -82.8% | 23,702 | $578K |
| Whipplewood Advisors, LLC | 0.33% | Reduce -0.6% | 20,380 | $497K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 19,161 | $468K |
| National Bank of Canada | 0.00% | Reduce -1.3% | 18,845 | $457K |
| Susquehanna International Group, LLP | 0.00% | New | 18,545 | $452K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.0% | 18,222 | $445K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 16,179 | $395K |
| PFG Investments, LLC | 0.02% | Add +21.9% | 13,810 | $337K |
| Private Advisory Group LLC | 0.03% | New | 13,352 | $326K |
| Citadel Advisors | 0.00% | New | 11,834 | $289K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 11,207 | $273K |
| Cetera Investment Advisers | 0.00% | New | 10,910 | $266K |
| Benjamin Edwards Inc. | 0.00% | Reduce -32.5% | 8,746 | $213K |
| Osaic Holdings, Inc. | 0.00% | Add +35.9% | 8,867 | $209K |
| &partners | 0.00% | New | 8,536 | $208K |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 6,797 | $166K |
| Jones Financial Companies LLLP | 0.00% | Add +20.2% | 6,134 | $147K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.5% | 5,990 | $146K |
| UMB Bank, n.a. | 0.00% | No change | 4,890 | $119K |
| Founders Financial Alliance, LLC | 0.01% | Add +75.7% | 2,498 | $61K |
| MGB Wealth Management, LLC | 0.01% | No change | 2,000 | $49K |
| Blair William & Co. | 0.00% | No change | 1,800 | $44K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 1,326 | $32K |
| Comerica Bank | 0.00% | Reduce -17.6% | 1,290 | $31K |
| Rockefeller Capital Management L.P. | 0.00% | New | 750 | $18K |
| Wealthspire Advisors, LLC | 0.00% | New | 617 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 544 | $13K |
| Qube Research & Technologies Ltd | 0.00% | No change | 356 | $9K |
| Cwm, LLC | 0.00% | No change | 334 | $8K |
| MAI Capital Management | 0.00% | Add +0.5% | 222 | $5K |
| Bank of America Corp. | 0.00% | No change | 200 | $5K |
| AE Wealth Management LLC | 0.00% | New | 140 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 117 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 98 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.9% | 68 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 60 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2 | $49 |
"% of holder's portfolio" is PIE's weight in each manager's 13F, not the share of Invesco Dorsey Wright Emergi the manager owns.