Who Owns PXI?
Invesco Dorsey Wright Energy Momentum ETF — Institutional Ownership & 13F Holdings
$58.46
+0.39 (+0.68%)
Market Cap
$46.6M
Shares Outstanding
800,376
Institutional Holders
30
Total Inst. Value
$21.7M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
6
Closed Positions
5
Increased
5
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $4.9M | 111,972 |
| 2 | ONE PLUS ONE WEALTH MANAGEMENT, LLCNew | $4.1M | 93,426 |
| 3 | WELLS FARGO & COMPANY/MN | $3.9M | 89,678 |
| 4 | BANK OF AMERICA CORP /DE/ | $2.7M | 61,384 |
| 5 | UBS Group AG | $1.1M | 25,248 |
| 6 | Cetera Investment Advisers | $948K | 21,713 |
| 7 | RAYMOND JAMES FINANCIAL INC | $811K | 18,578 |
| 8 | Kingsview Wealth Management, LLC | $685K | 15,677 |
| 9 | Janney Montgomery Scott LLCNew | $425K | 9,723 |
| 10 | GOLDMAN SACHS GROUP INC | $408K | 9,331 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLCNew | +93K | $4.1M |
| UBS Group AG | +8K | $1.1M |
| Janney Montgomery Scott LLCNew | +10K | $425K |
| Tower Research Capital LLC (TRC) | +5K | $391K |
| Trueblood Wealth Management, LLCNew | +9K | $377K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | -94K | $408K |
| MORGAN STANLEY | -12K | $4.9M |
| BANK OF AMERICA CORP /DE/ | -11K | $2.7M |
| LPL Financial LLC | -7K | $2K |
| WELLS FARGO & COMPANY/MN | -3K | $3.9M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold PXI?
As of Q1 2025, 30 institutional investors report holding PXI (Invesco Dorsey Wright Energy Momentum ETF) in their 13F filings.
Which hedge fund owns the most PXI?
The largest institutional holder of PXI is MORGAN STANLEY with $4.9M in shares.
Are institutions buying or selling PXI?
This quarter, 6 institutions opened new positions in PXI and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.