Vault-13

INVESCO EXCHANGE TRADED FD T PFI

DORSEY WRGT FINL · ETP · CUSIP 46137V860

32 institutional holders -1 vs Q1 2026
270,018270.0k shares reported held*
$19.1mreported value*
4 new 8 added 11 reduced 4 sold out net sold ≈ $2.7m (-45.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $70.58.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 35Q4 22: 38Q1 23: 28Q2 23: 28Q3 23: 27Q4 23: 26Q1 24: 32Q2 24: 30Q3 24: 33Q4 24: 40Q1 25: 33Q2 25: 36Q3 25: 34Q4 25: 37Q1 26: 33Q2 26: 3232Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202235
Q4 202238
Q1 202328
Q2 202328
Q3 202327
Q4 202326
Q1 202432
Q2 202430
Q3 202433
Q4 202440
Q1 202533
Q2 202536
Q3 202534
Q4 202537
Q1 202633
Q2 202632

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 14 bought or addedQ3 24: 9 cut or sold outQ4 24: 20 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 19 cut or sold outQ2 25: 14 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 17 cut or sold outQ4 25: 15 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 21 cut or sold outQ2 26: 12 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024149
Q4 2024209
Q1 20251319
Q2 20251411
Q3 20251417
Q4 20251514
Q1 2026921
Q2 20261215

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +3,824+3.8k
Cambridge Investment Research Advisors, Inc. Added +3,758+3.8k
JONES FINANCIAL COMPANIES LLLP Added +946+946
BANK OF AMERICA CORP /DE/ Added +859+859
Integrated Wealth Concepts LLC New +757+757
HUNTINGTON NATIONAL BANK New +642+642
SILVER OAK SECURITIES, INCORPORATED New +483+483
UBS Group AG Added +178+178
Trueblood Wealth Management, LLC Added +71+71
MORGAN STANLEY Added +23+23

Biggest sellers

IMC-Chicago, LLC Sold out -37,451-37.5k
AMERIPRISE FINANCIAL INC Sold out -10,011-10.0k
LPL Financial LLC Reduced -4,873-4.9k
TWO SIGMA INVESTMENTS, LP Reduced -1,126-1.1k
Janney Montgomery Scott LLC Reduced -868-868
Transamerica Financial Advisors, LLC Reduced -812-812
Sound Income Strategies, LLC Sold out -338-338
GOLDMAN SACHS GROUP INC Reduced -298-298
Cetera Investment Advisers Reduced -186-186
JPMORGAN CHASE & CO Reduced -113-113

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 55,34855.3k $3.4m $3.4m 0.00% Reduced -4.9k -4,873
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 54,27654.3k $3.3m $3.3m 0.00% Added +859 +859
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 28,28828.3k $1.7m $1.7m 0.00% Added +23 +23
4 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 16,85916.9k $1.0m $1.0m 0.01% Reduced -52 -52
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,90614.9k $907.9k $907.9k 0.00% Added +3.8k +3,824
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,41111.4k $695.0k $695.0k 0.00% Added +178 +178
7 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 11,37411.4k $692.7k $692.7k 0.00% Reduced -1.1k -1,126
8 Genesee Capital Advisors, LLC 0.16% of their portfolio AUBURN, NY 8,1408.1k $495.8k $495.8k 0.16% Added +6 +6
9 Trueblood Wealth Management, LLC 0.16% of their portfolio LIMA, OH 7,6637.7k $466.7k $466.7k 0.16% Added +71 +71
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,5147.5k $458.0k $458.0k 0.00% Added +3.8k +3,758
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,6676.7k $406.1k $406.1k 0.00% Reduced -298 -298
12 Asset Dedication, LLC 0.02% of their portfolio SAN FRANCISCO, CA 5,9736.0k $363.8k $363.8k 0.02% Unchanged
13 Sensible Money, LLC 0.10% of their portfolio SCOTTSDALE, AZ 5,9736.0k $363.8k $363.8k 0.10% Unchanged
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,6015.6k $341.1k $341.1k 0.00% Unchanged
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 4,7844.8k $291.3k $291.3k 0.00% Reduced -186 -186
16 Laurel Wealth Advisors LLC 0.03% of their portfolio CHARLOTTE, NC 4,3674.4k $265.9k $265.9k 0.03% Unchanged
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,1874.2k $253.7k $253.7k 0.00% Reduced -113 -113
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 4,0124.0k $244.2k $244.2k 0.00% Added +946 +946
19 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,5043.5k $213.0k $213.0k 0.00% Reduced -868 -868
20 Transamerica Financial Advisors, LLC 0.02% of their portfolio CEDAR RAPIDS, IA 3,0213.0k $184.0k $184.0k 0.02% Reduced -812 -812
21 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,8001.8k $109.6k $109.6k 0.00% Unchanged
22 BELLEVUE ASSET MANAGEMENT, LLC 0.04% of their portfolio BELLEVUE, WA 1,4721.5k $89.7k $89.7k 0.04% Unchanged
23 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 757757 $46.1k $46.1k 0.00% New
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 745745 $45.4k $45.4k 0.00% Reduced -10 -10
25 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 642642 $39.1k $39.1k 0.00% New
26 SILVER OAK SECURITIES, INCORPORATED 0.00% of their portfolio JACKSON, TN 483483 $29.4k $29.4k 0.00% New
27 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 300300 $18.3k $18.3k 0.00% Unchanged
28 Providence Capital Advisors, LLC 0.00% of their portfolio CHARLOTTE, NC 293293 $17.8k $17.8k 0.00% Unchanged
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 246246 $15.0k $15.0k 0.00% Reduced -38 -38
30 FMR LLC 0.00% of their portfolio BOSTON, MA 4141 $2.5k $2.5k 0.00% Unchanged
31 Coppell Advisory Solutions LLC 0.22% of their portfolio COPPELL, TX 1313 $2.6m $2.6m 0.22% New
32 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $3 $3 0.00% Reduced -1 -1