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