PXI Institutional Ownership
Invesco Dorsey Wright Energy Momentum ETF
1W: +1.9%
1M: -4.0%
3M: +16.5%
YTD: +35.8%
1Y: +32.7%
3Y: +38.5%
5Y: +136.8%
$63.04
+0.26 (+0.41%)
Weekly Expected Move ±3.0%
$59
$61
$63
$65
$67
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PXI
50
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
6
New Positions
14
Increased
20
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (53 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Transamerica Financial Advisors, LLC | 233,439 | $15M | -26,300 | -10.1% | 19Q | SEC ↗ |
| 2 | Janney Montgomery Scott LLC | 117,601 | $7M | +6,988 | +6.3% | 19Q | SEC ↗ |
| 3 | MORGAN STANLEY | 51,910 | $3M | -5,273 | -9.2% | 33Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 42,024 | $3M | -4,044 | -8.8% | 15Q | SEC ↗ |
| 5 | LPL Financial LLC | 40,474 | $3M | -3,533 | -8.0% | 33Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 27,551 | $2M | +11,875 | +75.8% | 11Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 26,225 | $2M | +22,303 | +568.7% | 26Q | SEC ↗ |
| 8 | TWO SIGMA INVESTMENTS, LP NEW | 25,000 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | AlphaCore Capital LLC | 18,963 | $1M | +1,418 | +8.1% | 2Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 17,580 | $1M | -1,081 | -5.8% | 7Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 14,665 | $924K | -106 | -0.7% | 10Q | SEC ↗ |
| 12 | Kingsview Wealth Management, LLC | 14,295 | $901K | +738 | +5.4% | 18Q | SEC ↗ |
| 13 | Advisory Services Network, LLC | 11,927 | $752K | +2,140 | +21.9% | 2Q | SEC ↗ |
| 14 | Trueblood Wealth Management, LLC | 10,796 | $681K | +115 | +1.1% | 7Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 9,222 | $581K | +3,667 | +66.0% | 2Q | SEC ↗ |
| 16 | IHT Wealth Management, LLC | 8,722 | $550K | -10,033 | -53.5% | 3Q | SEC ↗ |
| 17 | Tower Research Capital LLC (TRC) | 7,761 | $489K | +6,211 | +400.7% | 33Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 7,680 | $484K | +3,648 | +90.5% | 2Q | SEC ↗ |
| 19 | Leelyn Smith, LLC NEW | 7,644 | $482K | — | +0.0% | 1Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 7,019 | $442K | -60 | -0.8% | 33Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,301 | $271K | -4,209 | -49.5% | 2Q | SEC ↗ |
| 22 | Keating Financial Advisory Services, I | 4,240 | $267K | — | +0.0% | 3Q | SEC ↗ |
| 23 | TRUIST FINANCIAL CORP | 3,969 | $250K | +3 | +0.1% | 22Q | SEC ↗ |
| 24 | PEAPACK GLADSTONE FINANCIAL CORP | 3,835 | $242K | -100 | -2.5% | 2Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 3,656 | $230K | -50 | -1.3% | 2Q | SEC ↗ |
| 26 | UBS Group AG | 3,315 | $209K | -2,330 | -41.3% | 33Q | SEC ↗ |
| 27 | Global Retirement Partners, LLC NEW | 2,513 | $158K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Farther Finance Advisors, LLC | 1,300 | $82K | — | +0.0% | 6Q | SEC ↗ |
| 29 | Cherry Tree Wealth Management, LLC | 1,300 | $82K | — | +0.0% | 3Q | SEC ↗ |
| 30 | IFP Advisors, Inc | 1,204 | $76K | — | +0.0% | 19Q | SEC ↗ |
| 31 | Steward Partners Investment Advisory, | 780 | $49K | +3 | +0.4% | 6Q | SEC ↗ |
| 32 | Advantage Trust Co NEW | 600 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 33 | FMR LLC | 543 | $34K | -397 | -42.2% | 9Q | SEC ↗ |
| 34 | Capital Investment Advisory Services, | 530 | $33K | — | +0.0% | 31Q | SEC ↗ |
| 35 | Geneos Wealth Management Inc. | 500 | $32K | — | +0.0% | 22Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 427 | $27K | -2,263 | -84.1% | 8Q | SEC ↗ |
| 37 | Arax Advisory Partners NEW | 320 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 219 | $14K | +1 | +0.5% | 4Q | SEC ↗ |
| 39 | ASSETMARK, INC | 212 | $13K | — | +0.0% | 2Q | SEC ↗ |
| 40 | Financial Network Wealth Advisors LLC NEW | 209 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 41 | WELLS FARGO & COMPANY/MN | 178 | $11K | +178 | — | 33Q | SEC ↗ |
| 42 | JONES FINANCIAL COMPANIES LLLP | 112 | $7K | — | +0.0% | 5Q | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 82 | $5K | — | +0.0% | 17Q | SEC ↗ |
| 44 | HORIZON BANCORP INC /IN | 14 | $1K | — | +0.0% | 12Q | SEC ↗ |
| 45 | SILVER OAK SECURITIES, INCORPORATED | 0 | $0K | -5,965 | -100.0% | 1Q | SEC ↗ |
| 46 | Advisors Preferred, LLC | 0 | $0K | -413 | -100.0% | 1Q | SEC ↗ |
| 47 | MAI Capital Management | 0 | $0K | -30 | -100.0% | 1Q | SEC ↗ |
| 48 | Sound Income Strategies, LLC | 0 | $0K | -2,623 | -100.0% | 2Q | SEC ↗ |
| 49 | Western Wealth Management, LLC | 0 | $0K | -150 | -100.0% | 1Q | SEC ↗ |
| 50 | CITADEL ADVISORS LLC | 0 | $0K | -8,840 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 25,000 | $2M |
| Leelyn Smith, LLC | 7,644 | $482K |
| Global Retirement Partners, LLC | 2,513 | $158K |
| Advantage Trust Co | 600 | $38K |
| Arax Advisory Partners | 320 | $20K |
| Financial Network Wealth Advisors L | 209 | $13K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 8,840 | $557K |
| SILVER OAK SECURITIES, INCORPORATED | 5,965 | $376K |
| Clear Creek Financial Management, L | 4,887 | $308K |
| Sound Income Strategies, LLC | 2,623 | $165K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,500 | $95K |
| NewEdge Advisors, LLC | 980 | $62K |
| Advisors Preferred, LLC | 413 | $26K |
| Western Wealth Management, LLC | 150 | $9K |
| MAI Capital Management | 30 | $2K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +22,303 | +568.7% | 26,225 |
| GOLDMAN SACHS GROUP INC | +11,875 | +75.8% | 27,551 |
| Janney Montgomery Scott LLC | +6,988 | +6.3% | 117,601 |
| Tower Research Capital LLC (TRC) | +6,211 | +400.7% | 7,761 |
| Cambridge Investment Research Advis | +3,667 | +66.0% | 9,222 |
| ENVESTNET ASSET MANAGEMENT INC | +3,648 | +90.5% | 7,680 |
| Advisory Services Network, LLC | +2,140 | +21.9% | 11,927 |
| AlphaCore Capital LLC | +1,418 | +8.1% | 18,963 |
| Kingsview Wealth Management, LLC | +738 | +5.4% | 14,295 |
| WELLS FARGO & COMPANY/MN | +178 | — | 178 |
| Trueblood Wealth Management, LLC | +115 | +1.1% | 10,796 |
| Steward Partners Investment Advisor | +3 | +0.4% | 780 |
| TRUIST FINANCIAL CORP | +3 | +0.1% | 3,969 |
| Rockefeller Capital Management L.P. | +1 | +0.5% | 219 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Transamerica Financial Advisors, LL | -26,300 | -10.1% | 233,439 |
| IHT Wealth Management, LLC | -10,033 | -53.5% | 8,722 |
| MORGAN STANLEY | -5,273 | -9.2% | 51,910 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -4,209 | -49.5% | 4,301 |
| BANK OF AMERICA CORP /DE | -4,044 | -8.8% | 42,024 |
| LPL Financial LLC | -3,533 | -8.0% | 40,474 |
| UBS Group AG | -2,330 | -41.3% | 3,315 |
| JPMORGAN CHASE & CO | -2,263 | -84.1% | 427 |
| RAYMOND JAMES FINANCIAL INC | -1,081 | -5.8% | 17,580 |
| FMR LLC | -397 | -42.2% | 543 |
| Cetera Investment Advisers | -106 | -0.7% | 14,665 |
| PEAPACK GLADSTONE FINANCIAL CORP | -100 | -2.5% | 3,835 |
| ROYAL BANK OF CANADA | -60 | -0.8% | 7,019 |
| AMERIPRISE FINANCIAL INC | -50 | -1.3% | 3,656 |