PIE Institutional Ownership
Invesco Dorsey Wright Emerging Markets Momentum ETF
1W: +0.6%
1M: +3.7%
3M: +4.5%
YTD: +44.9%
1Y: +41.4%
3Y: +96.0%
5Y: +53.9%
$34.77
+0.73 (+2.13%)
Weekly Expected Move ±3.1%
$33
$34
$35
$36
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PIE
81
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
192M
Total Invested
18
New Positions
27
Increased
24
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (88 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,304,836 | 45M | +1,052,081 | +416.2% | 33Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 1,080,260 | 38M | +103,798 | +10.6% | 7Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 878,802 | 31M | -25,399 | -2.8% | 33Q | SEC ↗ |
| 4 | NewSquare Capital LLC | 361,283 | 13M | -11,885 | -3.2% | 33Q | SEC ↗ |
| 5 | LPL Financial LLC | 294,694 | 10M | +25,100 | +9.3% | 33Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 264,917 | 9M | +191,898 | +262.8% | 33Q | SEC ↗ |
| 7 | Maltin Wealth Management, Inc. | 180,244 | 6M | -1,180 | -0.7% | 27Q | SEC ↗ |
| 8 | UBS Group AG | 172,957 | 6M | +5,857 | +3.5% | 33Q | SEC ↗ |
| 9 | Prospera Financial Services Inc | 115,122 | 4M | -38,462 | -25.0% | 29Q | SEC ↗ |
| 10 | Wagner Wealth Management, Corp NEW | 94,438 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 81,905 | 3M | +20,488 | +33.4% | 33Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 75,968 | 3M | +8,315 | +12.3% | 19Q | SEC ↗ |
| 13 | Private Advisory Group LLC | 65,385 | 2M | +53,297 | +440.9% | 4Q | SEC ↗ |
| 14 | STIFEL FINANCIAL CORP | 59,151 | 2M | -3,181 | -5.1% | 33Q | SEC ↗ |
| 15 | &PARTNERS | 50,699 | 2M | +11,464 | +29.2% | 4Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 43,775 | 2M | -106,225 | -70.8% | 18Q | SEC ↗ |
| 17 | PFG Investments, LLC | 40,343 | 1M | +3,172 | +8.5% | 14Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 39,289 | 1M | +9,556 | +32.1% | 20Q | SEC ↗ |
| 19 | MorganRosel Wealth Management, LLC | 37,894 | 1M | +1,304 | +3.6% | 31Q | SEC ↗ |
| 20 | Trueblood Wealth Management, LLC | 30,217 | 1M | +774 | +2.6% | 11Q | SEC ↗ |
| 21 | Equitable Holdings, Inc. | 29,096 | 1M | -645 | -2.2% | 5Q | SEC ↗ |
| 22 | Private Advisor Group, LLC | 24,110 | 838K | +2,380 | +11.0% | 2Q | SEC ↗ |
| 23 | NATIONAL BANK OF CANADA /FI | 21,095 | 734K | — | +0.0% | 19Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 18,683 | 650K | +6,951 | +59.2% | 9Q | SEC ↗ |
| 25 | Del-Sette Capital Management, LLC | 18,387 | 639K | -3,793 | -17.1% | 6Q | SEC ↗ |
| 26 | Janney Montgomery Scott LLC | 18,171 | 632K | +4,597 | +33.9% | 2Q | SEC ↗ |
| 27 | OLD MISSION CAPITAL LLC NEW | 18,152 | 631K | — | +0.0% | 1Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 17,776 | 618K | +1,259 | +7.6% | 33Q | SEC ↗ |
| 29 | FIFTH THIRD BANCORP | 17,600 | 612K | +12,090 | +219.4% | 2Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 17,321 | 602K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Steward Partners Investment Advisory, | 16,995 | 591K | -1,493 | -8.1% | 10Q | SEC ↗ |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 16,945 | 589K | -250 | -1.5% | 23Q | SEC ↗ |
| 33 | EP Wealth Advisors, LLC | 14,963 | 520K | -20 | -0.1% | 3Q | SEC ↗ |
| 34 | BAROMETER CAPITAL MANAGEMENT INC. | 14,000 | 487K | -9,100 | -39.4% | 2Q | SEC ↗ |
| 35 | Lunt Capital Management, Inc. NEW | 13,795 | 480K | — | +0.0% | 1Q | SEC ↗ |
| 36 | BLAIR WILLIAM & CO/IL | 13,350 | 464K | +11,550 | +641.7% | 31Q | SEC ↗ |
| 37 | STEINBERGANNA WEALTH MANAGEMENT | 13,118 | 456K | -151 | -1.1% | 2Q | SEC ↗ |
| 38 | IHT Wealth Management, LLC | 12,529 | 436K | -259 | -2.0% | 12Q | SEC ↗ |
| 39 | Kingsview Wealth Management, LLC | 12,443 | 433K | -6,984 | -35.9% | 33Q | SEC ↗ |
| 40 | GTS SECURITIES LLC NEW | 11,921 | 415K | — | +0.0% | 1Q | SEC ↗ |
| 41 | OneDigital Investment Advisors LLC | 11,207 | 390K | — | +0.0% | 23Q | SEC ↗ |
| 42 | Nicholson Wealth Management Group, LLC | 10,919 | 380K | +836 | +8.3% | 2Q | SEC ↗ |
| 43 | Cetera Investment Advisers | 10,533 | 366K | -1,005 | -8.7% | 4Q | SEC ↗ |
| 44 | BENJAMIN EDWARDS INC | 10,044 | 349K | +50 | +0.5% | 8Q | SEC ↗ |
| 45 | StoneX Group Inc. | 10,027 | 349K | +125 | +1.3% | 2Q | SEC ↗ |
| 46 | Advisory Services Network, LLC NEW | 9,802 | 341K | — | +0.0% | 1Q | SEC ↗ |
| 47 | EWA, LLC NEW | 9,405 | 327K | — | +0.0% | 1Q | SEC ↗ |
| 48 | NewEdge Advisors, LLC | 8,623 | 300K | — | +0.0% | 24Q | SEC ↗ |
| 49 | CWM, LLC | 8,554 | 297K | +8,220 | +2461.1% | 18Q | SEC ↗ |
| 50 | Integrated Wealth Concepts LLC NEW | 8,020 | 279K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Wagner Wealth Management, Corp | 94,438 | 3M |
| OLD MISSION CAPITAL LLC | 18,152 | 631K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 17,321 | 602K |
| Lunt Capital Management, Inc. | 13,795 | 480K |
| GTS SECURITIES LLC | 11,921 | 415K |
| Advisory Services Network, LLC | 9,802 | 341K |
| EWA, LLC | 9,405 | 327K |
| Integrated Wealth Concepts LLC | 8,020 | 279K |
| Stratos Wealth Partners, LTD. | 7,522 | 262K |
| DAVENPORT & Co LLC | 7,137 | 248K |
| Institute for Wealth Management, LL | 5,766 | 201K |
| BANK OF MONTREAL /CAN | 1,800 | 63K |
| LANARK FINANCIAL, INC. | 1,168 | 41K |
| IFP Advisors, Inc | 790 | 27K |
| Global Retirement Partners, LLC | 544 | 19K |
| Highland Investment Advisors LLC | 512 | 18K |
| BlackRock, Inc. | 250 | 9K |
| MERCER GLOBAL ADVISORS INC /ADV | 136 | 5K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 27,640 | 961K |
| GOLDMAN SACHS GROUP INC | 23,672 | 823K |
| HRT FINANCIAL LP | 11,713 | 407K |
| Heirloom Wealth Management | 9,461 | 329K |
| Shade Tree Advisors LLC | 8,900 | 309K |
| Kestra Advisory Services, LLC | 3,451 | 120K |
| Eagle Bay Advisors LLC | 1,386 | 48K |
| MAI Capital Management | 224 | 8K |
| BANK OF AMERICA CORP /DE | 200 | 7K |
| Capital Investment Advisory Service | 98 | 3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,052,081 | +416.2% | 1,304,836 |
| ROYAL BANK OF CANADA | +191,898 | +262.8% | 264,917 |
| RAYMOND JAMES FINANCIAL INC | +103,798 | +10.6% | 1,080,260 |
| Private Advisory Group LLC | +53,297 | +440.9% | 65,385 |
| LPL Financial LLC | +25,100 | +9.3% | 294,694 |
| Cambridge Investment Research Advis | +20,488 | +33.4% | 81,905 |
| FIFTH THIRD BANCORP | +12,090 | +219.4% | 17,600 |
| BLAIR WILLIAM & CO/IL | +11,550 | +641.7% | 13,350 |
| &PARTNERS | +11,464 | +29.2% | 50,699 |
| MML INVESTORS SERVICES, LLC | +9,556 | +32.1% | 39,289 |
| ENVESTNET ASSET MANAGEMENT INC | +8,315 | +12.3% | 75,968 |
| CWM, LLC | +8,220 | +2461.1% | 8,554 |
| JONES FINANCIAL COMPANIES LLLP | +6,951 | +59.2% | 18,683 |
| UBS Group AG | +5,857 | +3.5% | 172,957 |
| Janney Montgomery Scott LLC | +4,597 | +33.9% | 18,171 |
| PFG Investments, LLC | +3,172 | +8.5% | 40,343 |
| Private Advisor Group, LLC | +2,380 | +11.0% | 24,110 |
| MorganRosel Wealth Management, LLC | +1,304 | +3.6% | 37,894 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,259 | +7.6% | 17,776 |
| OSAIC HOLDINGS, INC. | +1,117 | +19.3% | 6,916 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -106,225 | -70.8% | 43,775 |
| Prospera Financial Services Inc | -38,462 | -25.0% | 115,122 |
| WELLS FARGO & COMPANY/MN | -25,399 | -2.8% | 878,802 |
| NewSquare Capital LLC | -11,885 | -3.2% | 361,283 |
| BAROMETER CAPITAL MANAGEMENT INC. | -9,100 | -39.4% | 14,000 |
| Kingsview Wealth Management, LLC | -6,984 | -35.9% | 12,443 |
| Del-Sette Capital Management, LLC | -3,793 | -17.1% | 18,387 |
| STIFEL FINANCIAL CORP | -3,181 | -5.1% | 59,151 |
| Steward Partners Investment Advisor | -1,493 | -8.1% | 16,995 |
| Maltin Wealth Management, Inc. | -1,180 | -0.7% | 180,244 |
| Cetera Investment Advisers | -1,005 | -8.7% | 10,533 |
| CITIGROUP INC | -808 | -12.5% | 5,678 |
| Equitable Holdings, Inc. | -645 | -2.2% | 29,096 |
| AE Wealth Management LLC | -597 | -83.5% | 118 |
| Sankala Group LLC | -399 | -26.3% | 1,116 |
| IHT Wealth Management, LLC | -259 | -2.0% | 12,529 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -250 | -1.5% | 16,945 |
| STEINBERGANNA WEALTH MANAGEMENT | -151 | -1.1% | 13,118 |
| Qube Research & Technologies Ltd | -62 | -17.4% | 294 |
| EP Wealth Advisors, LLC | -20 | -0.1% | 14,963 |