Who Owns Invesco Dorsey Wright Energy Momentum ETF (PXI)?Hedge Fund & Institutional Holders
Institutional Holders
40
as of Q4 2025
Total Institutional Value
$3.0001000100010006e+60T
% of Float Held
—
QoQ Change in Holders
+13 / -1
Price History
PXI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Trueblood Wealth Management, LLC | New Position | +10K | +$469K |
| TRUIST FINANCIAL CORP | New Position | +8K | +$341K |
| Keating Financial Advisory Services, Inc. | New Position | +4K | +$191K |
| Sound Income Strategies, LLC | New Position | +3K | +$126K |
| FLAGSHIP HARBOR ADVISORS, LLC | New Position | +2K | +$67K |
| Cherry Tree Wealth Management, LLC | New Position | +1K | +$58K |
| Capital Investment Advisory Services, LLC | New Position | +530 | +$23K |
| Geneos Wealth Management Inc. | New Position | +500 | +$22K |
| HORIZON BANCORP INC /IN/ | New Position | +14 | +$1K |
| Janney Montgomery Scott LLC | New Position | +6K | +$0 |
| IHT Wealth Management, LLC | New Position | +22K | +$0 |
| Global Retirement Partners, LLC | New Position | +3K | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +112 | +$0 |
| Rockefeller Capital Management L.P. | Increased | +1 | +$-10.2M |
| ROYAL BANK OF CANADA | Increased | +6 | +$-17.0M |
PXI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Clear Creek Financial Management, LLC | Decreased | -81K | -$4.0B |
| MORGAN STANLEY | Decreased | -1K | -$3.3B |
| LPL Financial LLC | Decreased | -410 | -$1.7B |
| WELLS FARGO & COMPANY/MN | Decreased | -12K | -$1.3B |
| Cetera Investment Advisers | Decreased | -246 | -$767.4M |
| UBS Group AG | Decreased | -4K | -$600.0M |
| Tower Research Capital LLC (TRC) | Decreased | -6K | -$512.6M |
| Sunbelt Securities, Inc. | Closed Position | -10K | -$457.9M |
| OSAIC HOLDINGS, INC. | Decreased | -346 | -$95.3M |
| Steward Partners Investment Advisory, LLC | Decreased | -94 | -$55.3M |
Top Institutional Holders(Q4 2025)
PXI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 35 | $8.0M | +12 |
| Q3 2025 | 23 | $17.2B | -7 |
| Q2 2025 | 30 | $13.3B | +0 |
| Q1 2025 | 30 | $23.0B | +1 |
| Q4 2024 | 29 | $912.5B | +3 |
| Q3 2024 | 26 | $23.9T | -2 |
| Q2 2024 | 28 | $26.9T | +4 |
| Q1 2024 | 24 | $27.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 40 institutional investors hold PXI (Invesco Dorsey Wright Energy Momentum ETF). The largest holder is MORGAN STANLEY with $3.0M in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own PXI?
As of Q4 2025, 40 institutional investors report holding PXI (Invesco Dorsey Wright Energy Momentum ETF) in their 13F filings.
Who is the largest institutional holder of PXI?
The largest institutional holder of PXI is MORGAN STANLEY with $3.0M in shares.
Is institutional ownership of PXI increasing or decreasing?
This quarter, 13 institutions opened new positions in PXI and 1 closed their positions.