Who owns PXI?
Invesco Dorsey Wright Energy Momentum ETF · Invesco
44 institutions reported holding PXI, worth $40.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PXI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Transamerica Financial Advisors, LLC | Cedar Rapids, IA | $12.9M | 233,439 | −26,300 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $6.5M | 117,601 | +6,988 shares |
| Morgan Stanley | New York, NY | $2.9M | 51,910 | −5,273 shares |
| Bank of America Corp. | Charlotte, NC | $2.3M | 42,024 | −4,044 shares |
| LPL Financial LLC | Fort Mill, SC | $2.2M | 40,474 | −3,533 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.5M | 27,551 | +11,875 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.4M | 26,225 | +22,303 shares |
| Two Sigma Investments, LP | New York, NY | $1.4M | 25,000 | New position |
| AlphaCore Capital LLC | La Jolla, CA | $1.0M | 18,963 | +1,418 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.0M | 18,444 | +12,889 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PXI?
44 institutional managers reported holding PXI in Form 13F filings for June 30, 2026, worth $40.9M in total. The largest reported position was held by Transamerica Financial Advisors, LLC, at $12.9M.
Did institutions buy or sell PXI last quarter?
Reported 13F value fell 4.0% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PXI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.