Invesco Dorsey Wright EnergyPXIETF
13F holders, Q1 2025 (March 31)30holders −4
2new positions
4sold out
$43.68avg. 13F price*
At the end of Q1 2025, 30 institutions reported holding Invesco Dorsey Wright Energy (PXI) in their 13F filings, down 4 from Q4 2024. 2 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($4.9M), One Plus One Wealth Management, LLC ($4.1M) and Wells Fargo & Company ($3.9M).
- Company
- Invesco Dorsey Wright Energy
- CUSIP
- 46137V878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $103K |
| Exits | 4 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 18,315 shares bought and 174,876 shares sold, net −156,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Morgan Stanley | 0.00% | Reduce -9.4% | 111,972 | $4.9M |
| One Plus One Wealth Management, LLC | 2.22% | Reduce -0.9% | 93,426 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 89,678 | $3.9M |
| Bank of America Corp. | 0.00% | Reduce -15.8% | 61,384 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -14.3% | 40,447 | $1.8M |
| UBS Group AG | 0.00% | Add +43.3% | 25,248 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -3.1% | 21,713 | $948K |
| Raymond James Financial Inc. | 0.00% | Reduce -6.9% | 18,578 | $811K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -11.6% | 15,677 | $685K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 9,723 | $425K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -91.0% | 9,331 | $408K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +113.4% | 8,943 | $391K |
| Trueblood Wealth Management, LLC | 0.17% | Add +59.9% | 8,623 | $377K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 7,770 | $339K |
| Susquehanna International Group, LLP | 0.00% | Add +6.8% | 4,816 | $210K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.2% | 1,854 | $81K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -10.9% | 1,515 | $67K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,267 | $56K |
| IFP Advisors, Inc | 0.00% | Add +4.4% | 1,202 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,070 | $47K |
| NewEdge Advisors, LLC | 0.00% | No change | 980 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 750 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 530 | $23K |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 352 | $15K |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.1% | 205 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 144 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 82 | $4K |
| FMR LLC | 0.00% | No change | 35 | $2K |
| Horizon Bancorp Inc. | 0.00% | Reduce -76.7% | 14 | $1K |
| Park Square Financial Group, LLC | 0.00% | No change | 13 | $568 |
"% of holder's portfolio" is PXI's weight in each manager's 13F, not the share of Invesco Dorsey Wright Energy the manager owns.