Invesco Dorsey Wright EnergyPXIETF
13F holders, Q1 2026 (March 31)42holders +7
12new positions
3sold out
1famous investor
$59.55avg. 13F price*
At the end of Q1 2026, 42 institutions reported holding Invesco Dorsey Wright Energy (PXI) in their 13F filings, up 7 from Q4 2025. 12 opened new positions and 3 sold out. The largest holders were Transamerica Financial Advisors, LLC ($15.5M), Janney Montgomery Scott LLC ($6.6M) and Morgan Stanley ($3.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.1M |
| Exits | 3 | $333K |
All 13F filers, Q4 2025 → Q1 2026: 471,513 shares bought and 64,951 shares sold, net +406,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Transamerica Financial Advisors, LLC | 1.32% | Add +81578.9% | 259,739 | $15.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +1909.3% | 110,613 | $6.6M |
| Morgan Stanley | 0.00% | Reduce -16.0% | 57,183 | $3.4M |
| Bank of America Corp. | 0.00% | Add +31.1% | 46,068 | $2.7M |
| LPL Financial LLC | 0.00% | Add +23.6% | 44,007 | $2.6M |
| IHT Wealth Management, LLC | 0.03% | Reduce -13.1% | 18,755 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +56.9% | 18,661 | $1.1M |
| AlphaCore Capital LLC | 0.02% | New | 17,545 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.8% | 15,676 | $934K |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 14,771 | $880K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.3% | 13,557 | $807K |
| Trueblood Wealth Management, LLC | 0.25% | Add +2.9% | 10,681 | $636K |
| Advisory Services Network, LLC | 0.01% | New | 9,787 | $583K |
| Citadel Advisors | 0.00% | New | 8,840 | $526K |
| Susquehanna International Group, LLP | 0.00% | New | 8,510 | $507K |
| Royal Bank of Canada | 0.00% | Add +1797.9% | 7,079 | $422K |
| Silver Oak Securities, Incorporated | 0.03% | New | 5,965 | $355K |
| UBS Group AG | 0.00% | Reduce -35.9% | 5,645 | $336K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,555 | $331K |
| Keating Financial Advisory Services, Inc. | 0.04% | No change | 4,240 | $252K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,032 | $240K |
| Truist Financial Corp. | 0.00% | Reduce -47.5% | 3,966 | $236K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 3,935 | $234K |
| Osaic Holdings, Inc. | 0.00% | Add +123.1% | 3,922 | $234K |
| Ameriprise Financial Inc. | 0.00% | New | 3,706 | $221K |
| JPMorgan Chase & Co. | 0.00% | Add +1969.2% | 2,690 | $162K |
| Sound Income Strategies, LLC | 0.01% | No change | 2,623 | $152K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.3% | 1,550 | $92K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,300 | $77K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,300 | $75K |
| IFP Advisors, Inc | 0.00% | No change | 1,204 | $72K |
| FMR LLC | 0.00% | Add +202.3% | 940 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.4% | 777 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 530 | $32K |
| Geneos Wealth Management Inc. | 0.00% | No change | 500 | $30K |
| Advisors Preferred, LLC | 0.00% | New | 413 | $25K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 218 | $13K |
| Assetmark, Inc. | 0.00% | New | 212 | $13K |
| Jones Financial Companies LLLP | 0.00% | No change | 112 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 82 | $5K |
| MAI Capital Management | 0.00% | New | 30 | $2K |
| Horizon Bancorp Inc. | 0.00% | No change | 14 | $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.