INVESCO DORSEY WRIGHT EMERGI (PIE) Institutional Ownership Changes & 13F Activity
INVESCO DORSEY WRIGHT EMERGI (PIE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Royal Bank Of Canada, Jane Street Group, Llc, Raymond James Financial Inc, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +8,020 | — | 8,020 | $267.83K | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Sell | -6,984 | -35.9% | 12,443 | $415.55K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -645 | -2.2% | 29,096 | $971.67K | Q2 2026 | Aug 17, 2026 |
| Royal Bank Of Canada | Buy | +191,898 | +262.8% | 264,917 | $8.85M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -106,225 | -70.8% | 43,775 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +103,798 | +10.6% | 1,080,260 | $36.08M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -25,399 | -2.8% | 878,802 | $29.35M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +18,152 | — | 18,152 | $606.19K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +17,321 | — | 17,321 | $578.44K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +11,921 | — | 11,921 | $398.10K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +11,464 | +29.2% | 50,699 | $1.69M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,951 | +59.2% | 18,683 | $604.08K | Q2 2026 | Aug 14, 2026 |
| Morganrosel Wealth Management, Llc | Buy | +1,304 | +3.6% | 37,894 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,117 | +19.3% | 6,916 | $230.99K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -259 | -2.0% | 12,529 | $418.40K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -62 | -17.4% | 294 | $9.82K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1,052,081 | +416.2% | 1,304,836 | $43.58M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +5,857 | +3.5% | 172,957 | $5.78M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -1,493 | -8.1% | 16,995 | $567.54K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +7 | +0.2% | 4,400 | $146.96K | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, Llc | Buy | +9,802 | — | 9,802 | $327.35K | Q2 2026 | Aug 12, 2026 |
| Barometer Capital Management Inc. | Sell | -9,100 | -39.4% | 14,000 | $467.53K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +8,623 | — | 8,623 | $287.96K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -3,181 | -5.1% | 59,151 | $1.98M | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +1,800 | — | 1,800 | $60.11K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -1,005 | -8.7% | 10,533 | $351.75K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +239 | — | 239 | $7.84K | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +125 | +1.3% | 10,027 | $334.62K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Sell | -20 | -0.1% | 14,963 | $499.69K | Q2 2026 | Aug 12, 2026 |
| Blair William & Co/Il | Buy | +11,550 | +641.7% | 13,350 | $445.83K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about PIE activity
Which institutional owners are buying PIE?
Institutional owners buying PIE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PIE activity?
"Buy" means an investor increased their reported position in PIE compared to the prior reporting period. This reflects growing exposure to INVESCO DORSEY WRIGHT EMERGI (PIE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PIE increasing?
Institutional interest in PIE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.