Invesco Dorsey Wright EnergyPXIETF
13F holders, Q1 2024 (March 31)37holders
1famous investor
$48.94avg. 13F price*
At the end of Q1 2024, 37 institutions reported holding Invesco Dorsey Wright Energy (PXI) in their 13F filings. The largest holders were Morgan Stanley ($9.4M), Wells Fargo & Company ($5.7M) and LPL Financial LLC ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dorsey Wright Energy
- CUSIP
- 46137V878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.2M |
| Exits | 8 | $6.7M |
Ownership 37 holders
| Morgan Stanley | 0.00% | Reduce -19.9% | 191,882 | $9.4M |
| Wells Fargo & Company | 0.00% | Add +1.5% | 117,387 | $5.7M |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 42,284 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 37,426 | $1.8M |
| UBS Group AG | 0.00% | Reduce -37.3% | 35,002 | $1.7M |
| IHT Wealth Management, LLC | 0.06% | Add +10.6% | 31,888 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +507.9% | 29,755 | $1.5M |
| Cetera Investment Advisers | 0.00% | New | 27,889 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -17.3% | 23,493 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 17,798 | $871K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -15.4% | 17,314 | $847K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -18.0% | 14,385 | $704K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 11,505 | $563K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -92.2% | 11,292 | $553K |
| Citadel Advisors | 0.00% | Reduce -14.7% | 9,465 | $463K |
| Raymond James & Associates | 0.00% | Reduce -9.7% | 7,068 | $346K |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.1% | 5,495 | $269K |
| Captrust Financial Advisors | 0.00% | No change | 5,371 | $263K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.5% | 5,367 | $263K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -81.8% | 5,173 | $253K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -8.5% | 4,285 | $210K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -99.2% | 2,145 | $105K |
| Royal Bank of Canada | 0.00% | Reduce -82.0% | 1,130 | $55K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $49K |
| NewEdge Advisors, LLC | 0.00% | Add +29.8% | 980 | $48K |
| MTM Investment Management, LLC | 0.02% | No change | 955 | $47K |
| Advantage Trust Co | 0.02% | No change | 600 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 530 | $26K |
| MGB Wealth Management, LLC | 0.01% | No change | 500 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.8% | 500 | $24K |
| Archer Investment Corp | 0.00% | No change | 284 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 267 | $13K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 191 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 144 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -57.0% | 128 | $6K |
| Horizon Bancorp Inc. | 0.00% | Reduce -4.8% | 60 | $3K |
| Spire Wealth Management | 0.00% | No change | 23 | $1K |
"% of holder's portfolio" is PXI's weight in each manager's 13F, not the share of Invesco Dorsey Wright Energy the manager owns.