Invesco Dorsey Wright EmergiPIEETF

13F holders, Q4 2025 (December 31)
61holders +3
7new positions
6sold out
$23.64avg. 13F price*

At the end of Q4 2025, 61 institutions reported holding Invesco Dorsey Wright Emergi (PIE) in their 13F filings, up 3 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($21.1M), Wells Fargo & Company ($14.3M) and Morgan Stanley ($5.4M).

Company
Invesco Dorsey Wright Emergi
CUSIP
46138E867
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 61Q1 2024Q2 2024: 64Q2 2024Q3 2024: 62Q3 2024Q4 2024: 56Q4 2024Q1 2025: 54Q1 2025Q2 2025: 53Q2 2025Q3 2025: 58Q3 2025Q4 2025: 61Q4 2025Q1 2026: 64Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$1.4M
Exits6$2.8M

All 13F filers, Q3 2025 → Q4 2025: 254,142 shares bought and 296,053 shares sold, net −41,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Raymond James Financial Inc. 0.01% Add +2.7% 892,506 $21.1M
Wells Fargo & Company 0.00% Add +11.0% 606,771 $14.3M
Morgan Stanley 0.00% Add +4.6% 227,987 $5.4M
Maltin Wealth Management, Inc. 1.57% Add +3.3% 166,492 $3.9M
UBS Group AG 0.00% Reduce -15.1% 164,002 $3.9M
NewSquare Capital LLC 0.24% Reduce -36.4% 116,778 $2.8M
Stifel Financial Corp. 0.00% Add +18.1% 64,238 $1.5M
LPL Financial LLC 0.00% Reduce -8.0% 63,140 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.2% 57,972 $1.4M
Prospera Financial Services Inc 0.02% Reduce -5.4% 54,638 $1.3M
Royal Bank of Canada 0.00% Add +17.1% 51,361 $1.2M
MorganRosel Wealth Management, LLC 0.29% Add +10.7% 48,303 $1.1M
Jane Street Group, LLC 0.00% Add +53.7% 41,858 $989K
Susquehanna International Group, LLP 0.00% Add +85.6% 34,424 $814K
Goldman Sachs Group Inc. 0.00% New 34,234 $809K
MML Investors Services, LLC 0.00% Add +3.9% 32,360 $765K
&partners 0.00% Add +278.5% 32,308 $764K
Equitable Holdings, Inc. 0.00% Reduce -0.7% 30,609 $724K
Trueblood Wealth Management, LLC 0.27% Add +3.0% 29,443 $696K
Del-Sette Capital Management, LLC 0.32% Reduce -7.2% 22,001 $520K
Kingsview Wealth Management, LLC 0.01% Reduce -25.3% 20,610 $487K
IHT Wealth Management, LLC 0.01% Add +1.0% 19,345 $457K
National Bank of Canada 0.00% No change 18,845 $442K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.0% 17,864 $422K
Osaic Holdings, Inc. 0.00% Add +91.8% 17,005 $402K
Commonwealth Equity Services, LLC 0.00% Add +2.5% 16,579 $392K
EP Wealth Advisors, LLC 0.00% — 14,983 $354K
PFG Investments, LLC 0.02% Add +1.2% 13,973 $330K
Private Advisory Group LLC 0.02% Reduce -7.8% 12,313 $291K
HRT Financial LP 0.00% New 11,713 $276K
Cetera Investment Advisers 0.00% Add +6.4% 11,610 $274K
OneDigital Investment Advisors LLC 0.00% No change 11,207 $265K
Envestnet Asset Management Inc. 0.00% Reduce -83.5% 8,985 $212K
Shade Tree Advisors LLC 0.16% New 8,900 $210K
Benjamin Edwards Inc. 0.00% Add +0.9% 8,822 $209K
Jones Financial Companies LLLP 0.00% Add +16.0% 7,113 $168K
Citigroup Inc. 0.00% Reduce -4.6% 6,484 $153K
Steward Partners Investment Advisory, LLC 0.00% Add +7.6% 6,443 $152K
Comerica Bank 0.00% Add +368.6% 6,045 $143K
UMB Bank, n.a. 0.00% No change 4,890 $116K
Kestra Advisory Services, LLC 0.00% New 3,451 $82K
Sankala Group LLC 0.04% — 1,835 $52K
MGB Wealth Management, LLC 0.01% No change 2,000 $47K
Blair William & Co. 0.00% No change 1,800 $43K
Eagle Bay Advisors LLC 0.02% New 1,386 $33K
Founders Financial Alliance, LLC 0.01% Reduce -45.3% 1,366 $32K
Rockefeller Capital Management L.P. 0.00% Add +45.5% 1,091 $26K
International Assets Investment Management, LLC 0.00% New 553 $13K
Global Retirement Partners, LLC 0.00% No change 544 $13K
Register Financial Advisors LLC 0.00% New 515 $12K
Whipplewood Advisors, LLC 0.01% Reduce -97.5% 505 $12K
Qube Research & Technologies Ltd 0.00% No change 356 $8K
Cwm, LLC 0.00% No change 334 $8K
MAI Capital Management 0.00% Add +0.9% 224 $5K
Bank of America Corp. 0.00% No change 200 $5K
AE Wealth Management LLC 0.00% Reduce -5.0% 133 $3K
DHJJ Financial Advisors, Ltd. 0.00% Add +0.8% 118 $3K
Capital Investment Advisory Services, LLC 0.00% No change 98 $2K
NewEdge Advisors, LLC 0.00% No change 68 $2K
Farther Finance Advisors, LLC 0.00% No change 60 $1K
O'shaughnessy Asset Management, LLC 0.00% No change 2 $47

"% of holder's portfolio" is PIE's weight in each manager's 13F, not the share of Invesco Dorsey Wright Emergi the manager owns.