INVESCO DORSEY WRIGHT ENERGY (PXI) Institutional Ownership Changes & 13F Activity

INVESCO DORSEY WRIGHT ENERGY (PXI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Transamerica Financial Advisors, Llc, Janney Montgomery Scott Llc, Alphacore Capital Llc, Goldman Sachs Group Inc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-15,409-100.0%0$19.00Q1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+150—150$8.93KQ1 2026May 19, 2026
Bank Of America CorpBuy+10,930+31.1%46,068$2.74MQ1 2026May 18, 2026
Transamerica Financial Advisors, LlcBuy+259,421+81578.9%259,739$15.47MQ1 2026May 15, 2026
Alphacore Capital LlcBuy+17,545—17,545$1.04MQ1 2026May 15, 2026
Goldman Sachs Group IncSell-16,834-51.8%15,676$933.53KQ1 2026May 15, 2026
Morgan StanleySell-10,868-16.0%57,183$3.41MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+9,787—9,787$582.84KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+8,840—8,840$526.44KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+8,510—8,510$506.78KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+6,706+1797.9%7,079$422.00KQ1 2026May 15, 2026
Peapack Gladstone Financial CorpBuy+3,935—3,935$234.00KQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Sell-3,196-67.3%1,550$92.31KQ1 2026May 15, 2026
Iht Wealth Management, LlcSell-2,828-13.1%18,755$1.12MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+2,164+123.1%3,922$233.61KQ1 2026May 15, 2026
Fmr LlcBuy+629+202.3%940$55.98KQ1 2026May 15, 2026
Mai Capital ManagementBuy+30—30$1.79KQ1 2026May 15, 2026
Raymond James Financial IncBuy+6,764+56.9%18,661$1.11MQ1 2026May 14, 2026
Cetera Investment AdvisersSell-1,356-8.4%14,771$879.64KQ1 2026May 13, 2026
Kingsview Wealth Management, LlcSell-40-0.3%13,557$807.34KQ1 2026May 12, 2026
Steward Partners Investment Advisory, LlcSell-309-28.5%777$46.30KQ1 2026May 08, 2026
Lpl Financial LlcBuy+8,405+23.6%44,007$2.62MQ1 2026May 06, 2026
Assetmark, IncBuy+212—212$12.63KQ1 2026May 06, 2026
Ubs Group AgSell-3,163-35.9%5,645$336.17KQ1 2026May 05, 2026
Advisors Preferred, LlcBuy+413—413$24.59KQ1 2026May 05, 2026
Envestnet Asset Management IncBuy+4,032—4,032$240.12KQ1 2026May 04, 2026
Cambridge Investment Research Advisors, Inc.Buy+5,555—5,555$331.00KQ1 2026Apr 30, 2026
Truist Financial CorpSell-3,581-47.4%3,966$236.18KQ1 2026Apr 27, 2026
Janney Montgomery Scott LlcBuy+105,108+1909.3%110,613$6.59MQ1 2026Apr 22, 2026
Trueblood Wealth Management, LlcBuy+296+2.9%10,681$636.07KQ1 2026Apr 21, 2026
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Frequently asked questions about PXI activity

  • Which institutional owners are buying PXI?

    Institutional owners buying PXI 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 PXI activity?

    "Buy" means an investor increased their reported position in PXI compared to the prior reporting period. This reflects growing exposure to INVESCO DORSEY WRIGHT ENERGY (PXI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PXI increasing?

    Institutional interest in PXI 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.