Invesco Dorsey Wright EmergiPIEETF

13F holders, Q1 2026 (March 31)
64holders +3
13new positions
7sold out
1famous investor
$26.01avg. 13F price*

At the end of Q1 2026, 64 institutions reported holding Invesco Dorsey Wright Emergi (PIE) in their 13F filings, up 3 from Q4 2025. 13 opened new positions and 7 sold out. The largest holders were Raymond James Financial Inc. ($25.4M), Wells Fargo & Company ($23.5M) and NewSquare Capital LLC ($9.7M). 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions13$3.7M
Exits7$1.4M

All 13F filers, Q4 2025 → Q1 2026: 1,392,717 shares bought and 108,158 shares sold, net +1,284,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 64 holders

Raymond James Financial Inc. 0.01% Add +9.4% 976,462 $25.4M
Wells Fargo & Company 0.00% Add +49.0% 904,201 $23.5M
NewSquare Capital LLC 0.85% Add +219.6% 373,168 $9.7M
LPL Financial LLC 0.00% Add +327.0% 269,594 $7.0M
Morgan Stanley 0.00% Add +10.9% 252,755 $6.6M
Maltin Wealth Management, Inc. 1.80% Add +9.0% 181,424 $4.7M
UBS Group AG 0.00% Add +1.9% 167,100 $4.3M
Prospera Financial Services Inc 0.06% Add +181.1% 153,584 $4.0M
Jane Street Group, LLC 0.00% Add +258.4% 150,000 $3.9M
Royal Bank of Canada 0.00% Add +42.2% 73,019 $1.9M
Envestnet Asset Management Inc. 0.00% Add +653.0% 67,653 $1.8M
Stifel Financial Corp. 0.00% Reduce -3.0% 62,332 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.9% 61,417 $1.6M
&partners 0.01% Add +21.4% 39,235 $1.0M
PFG Investments, LLC 0.05% Add +166.0% 37,171 $968K
MorganRosel Wealth Management, LLC 0.38% Reduce -24.3% 36,590 $952K
MML Investors Services, LLC 0.00% Reduce -8.1% 29,733 $774K
Trueblood Wealth Management, LLC 0.30% No change 29,443 $766K
Citadel Advisors 0.00% New 27,640 $719K
Equitable Holdings, Inc. 0.00% Reduce -2.8% 29,741 $703K
Goldman Sachs Group Inc. 0.00% Reduce -30.9% 23,672 $616K
Barometer Capital Management Inc. 0.21% New 23,100 $601K
Del-Sette Capital Management, LLC 0.35% Add +0.8% 22,180 $577K
Private Advisor Group, LLC 0.00% New 21,730 $566K
National Bank of Canada 0.00% Add +11.9% 21,095 $547K
Kingsview Wealth Management, LLC 0.01% Reduce -5.7% 19,427 $506K
Steward Partners Investment Advisory, LLC 0.00% Add +186.9% 18,488 $481K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.7% 17,195 $448K
Commonwealth Equity Services, LLC 0.00% Reduce -0.4% 16,517 $430K
EP Wealth Advisors, LLC 0.00% No change 14,983 $390K
Janney Montgomery Scott LLC 0.00% New 13,574 $353K
Steinberganna Wealth Management 0.17% New 13,269 $345K
IHT Wealth Management, LLC 0.01% Reduce -33.9% 12,788 $333K
Private Advisory Group LLC 0.02% Reduce -1.8% 12,088 $315K
Jones Financial Companies LLLP 0.00% Add +64.9% 11,732 $301K
Cetera Investment Advisers 0.00% Reduce -0.6% 11,538 $300K
OneDigital Investment Advisors LLC 0.00% No change 11,207 $292K
Nicholson Wealth Management Group, LLC 0.15% New 10,083 $262K
Benjamin Edwards Inc. 0.00% Add +13.3% 9,994 $260K
StoneX Group Inc. 0.01% New 9,902 $258K
Heirloom Wealth Management 0.04% New 9,461 $246K
NewEdge Advisors, LLC 0.00% Add +12580.9% 8,623 $224K
Cwm, LLC 0.00% Add +2461.1% 8,554 $223K
Creative Planning 0.00% New 7,862 $205K
Citigroup Inc. 0.00% Add +0.0% 6,486 $169K
Osaic Holdings, Inc. 0.00% Reduce -65.9% 5,799 $151K
Fifth Third Bancorp 0.00% New 5,510 $143K
UMB Bank, n.a. 0.00% No change 4,890 $127K
Rockefeller Capital Management L.P. 0.00% Add +302.7% 4,393 $114K
Founders Financial Alliance, LLC 0.01% Add +78.1% 2,433 $63K
Blair William & Co. 0.00% No change 1,800 $47K
Sankala Group LLC 0.03% Reduce -17.4% 1,515 $39K
AE Wealth Management LLC 0.00% Add +437.6% 715 $19K
Register Financial Advisors LLC 0.01% Add +7.0% 551 $14K
International Assets Investment Management, LLC 0.00% Reduce -2.9% 537 $14K
Whipplewood Advisors, LLC 0.01% No change 505 $13K
Qube Research & Technologies Ltd 0.00% No change 356 $9K
JPMorgan Chase & Co. 0.00% New 239 $6K
MAI Capital Management 0.00% No change 224 $6K
FMR LLC 0.00% New 200 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 118 $3K
Assetmark, Inc. 0.00% New 106 $3K
Farther Finance Advisors, LLC 0.00% No change 60 $2K
O'shaughnessy Asset Management, LLC 0.00% No change 2 $52

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