Who owns Invesco Dorsey Wright Energy Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PXI from SEC Form 13F filings across 44 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 44 institutions disclosed 733,557 shares of Invesco Dorsey Wright Energy Momentum ETF worth $33.2M — about 91.6% of shares outstanding; the largest disclosed holder is Transamerica Financial Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
44
13F holders
$33.2M
value, 2026 filers
91.6%
of shares outstanding (733,557 sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PXI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Transamerica Financial Advisors, LLC | 233,439 | $12.9M | 1.1% | 29.2% | -10.1% |
| 2 | Janney Montgomery Scott LLC | 117,601 | $6,475 | 0.0% | 14.7% | +6.3% |
| 3 | MORGAN STANLEY | 51,910 | $2.9M | 0.0% | 6.5% | -9.2% |
| 4 | BANK OF AMERICA CORP /DE/ | 42,024 | $2.3M | 0.0% | 5.3% | -8.8% |
| 5 | LPL Financial LLC | 40,474 | $2.2M | 0.0% | 5.1% | -8.0% |
| 6 | GOLDMAN SACHS GROUP INC | 27,551 | $1.5M | 0.0% | 3.4% | +75.8% |
| 7 | OSAIC HOLDINGS, INC. | 26,225 | $1.4M | 0.0% | 3.3% | +568.7% |
| 8 | TWO SIGMA INVESTMENTS, LPNEW | 25,000 | $1.4M | 0.0% | 3.1% | new |
| 9 | AlphaCore Capital LLC | 18,963 | $1.0M | 0.0% | 2.4% | +8.1% |
| 10 | RAYMOND JAMES FINANCIAL INC | 17,580 | $967,938 | 0.0% | 2.2% | -5.8% |
| 11 | Cetera Investment Advisers | 14,665 | $807,457 | 0.0% | 1.8% | -0.7% |
| 12 | Kingsview Wealth Management, LLC | 14,295 | $787,090 | 0.0% | 1.8% | +5.4% |
| 13 | Advisory Services Network, LLC | 11,927 | $656,717 | 0.0% | 1.5% | +21.9% |
| 14 | Trueblood Wealth Management, LLC | 10,796 | $594,411 | 0.2% | 1.3% | +1.1% |
| 15 | Cambridge Investment Research Advisors, Inc. | 9,222 | $508 | 0.0% | 1.2% | +66.0% |
| 16 | IHT Wealth Management, LLC | 8,722 | $480,237 | 0.0% | 1.1% | -53.5% |
| 17 | Tower Research Capital LLC (TRC) | 7,761 | $427,325 | 0.0% | 1% | +400.7% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 7,680 | $422,849 | 0.0% | 1% | +90.5% |
| 19 | Leelyn Smith, LLCNEW | 7,644 | $420,895 | 0.1% | 1% | new |
| 20 | ROYAL BANK OF CANADA | 7,019 | $386,000 | 0.0% | 0.9% | -0.8% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,301 | $236,815 | 0.0% | 0.5% | -49.5% |
| 22 | Keating Financial Advisory Services, Inc. | 4,240 | $233,457 | 0.0% | 0.5% | 0.0% |
| 23 | TRUIST FINANCIAL CORP | 3,969 | $218,541 | 0.0% | 0.5% | +0.1% |
| 24 | PEAPACK GLADSTONE FINANCIAL CORP | 3,835 | $211 | 0.0% | 0.5% | -2.5% |
| 25 | AMERIPRISE FINANCIAL INC | 3,656 | $201,301 | 0.0% | 0.5% | -1.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.