Vault-13

INVESCO EXCHANGE TRADED FD T PXI

DORSEY WRGT ENRG · ETP · CUSIP 46137V878

44 institutional holders +1 vs Q1 2026
742,779742.8k shares reported held*
$40.9mreported value*
6 new 14 added 14 reduced 5 sold out net bought ≈ $1.4m (+24.6k 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 ≈ $55.06.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 68Q4 22: 66Q1 23: 52Q2 23: 37Q3 23: 43Q4 23: 45Q1 24: 38Q2 24: 40Q3 24: 39Q4 24: 35Q1 25: 31Q2 25: 33Q3 25: 32Q4 25: 35Q1 26: 43Q2 26: 4444Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202268
Q4 202266
Q1 202352
Q2 202337
Q3 202343
Q4 202345
Q1 202438
Q2 202440
Q3 202439
Q4 202435
Q1 202531
Q2 202533
Q3 202532
Q4 202535
Q1 202643
Q2 202644

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 11 bought or addedQ3 24: 22 cut or sold outQ4 24: 8 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 19 cut or sold outQ2 25: 12 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 15 cut or sold outQ4 25: 14 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 22 bought or addedQ1 26: 13 cut or sold outQ2 26: 20 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241122
Q4 2024821
Q1 2025919
Q2 20251216
Q3 2025815
Q4 20251412
Q1 20262213
Q2 20262019

Biggest buyers

TWO SIGMA INVESTMENTS, LP New +25,000+25.0k
OSAIC HOLDINGS, INC. Added +22,303+22.3k
Cambridge Investment Research Advisors, Inc. Added +12,889+12.9k
GOLDMAN SACHS GROUP INC Added +11,875+11.9k
Leelyn Smith, LLC New +7,644+7.6k
Janney Montgomery Scott LLC Added +6,988+7.0k
Tower Research Capital LLC (TRC) Added +6,211+6.2k
ENVESTNET ASSET MANAGEMENT INC Added +3,648+3.6k
Advisory Services Network, LLC Added +2,140+2.1k
AlphaCore Capital LLC Added +1,418+1.4k

Biggest sellers

Transamerica Financial Advisors, LLC Reduced -26,300-26.3k
IHT Wealth Management, LLC Reduced -10,033-10.0k
CITADEL ADVISORS LLC Sold out -8,840-8.8k
SILVER OAK SECURITIES, INCORPORATED Sold out -5,965-6.0k
MORGAN STANLEY Reduced -5,273-5.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -4,209-4.2k
BANK OF AMERICA CORP /DE/ Reduced -4,044-4.0k
LPL Financial LLC Reduced -3,533-3.5k
Sound Income Strategies, LLC Sold out -2,623-2.6k
UBS Group AG Reduced -2,330-2.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Transamerica Financial Advisors, LLC 1.09% of their portfolio CEDAR RAPIDS, IA 233,439233.4k $12.9m $12.9m 1.09% Reduced -26.3k -26,300
2 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 117,601117.6k $6.5m $6.5m 0.01% Added +7.0k +6,988
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 51,91051.9k $2.9m $2.9m 0.00% Reduced -5.3k -5,273
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 42,02442.0k $2.3m $2.3m 0.00% Reduced -4.0k -4,044
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 40,47440.5k $2.2m $2.2m 0.00% Reduced -3.5k -3,533
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 27,55127.6k $1.5m $1.5m 0.00% Added +11.9k +11,875
7 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,22526.2k $1.4m $1.4m 0.00% Added +22.3k +22,303
8 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 25,00025.0k $1.4m $1.4m 0.00% New
9 AlphaCore Capital LLC 0.02% of their portfolio LA JOLLA, CA 18,96319.0k $1.0m $1.0m 0.02% Added +1.4k +1,418
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,44418.4k $1.0m $1.0m 0.00% Added +12.9k +12,889
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 17,58017.6k $967.9k $967.9k 0.00% Reduced -1.1k -1,081
12 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,66514.7k $807.5k $807.5k 0.00% Reduced -106 -106
13 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 14,29514.3k $787.1k $787.1k 0.01% Added +738 +738
14 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 11,92711.9k $656.7k $656.7k 0.01% Added +2.1k +2,140
15 Trueblood Wealth Management, LLC 0.21% of their portfolio LIMA, OH 10,79610.8k $594.4k $594.4k 0.21% Added +115 +115
16 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 8,7228.7k $480.2k $480.2k 0.01% Reduced -10.0k -10,033
17 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 7,7617.8k $427.3k $427.3k 0.01% Added +6.2k +6,211
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,6807.7k $422.8k $422.8k 0.00% Added +3.6k +3,648
19 Leelyn Smith, LLC 0.05% of their portfolio GENEVA, IL 7,6447.6k $420.9k $420.9k 0.05% New
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,0197.0k $386.0k $386.0k 0.00% Reduced -60 -60
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,3014.3k $236.8k $236.8k 0.00% Reduced -4.2k -4,209
22 Keating Financial Advisory Services, Inc. 0.03% of their portfolio MANHATTAN, KS 4,2404.2k $233.5k $233.5k 0.03% Unchanged
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,9694.0k $218.5k $218.5k 0.00% Added +3 +3
24 PEAPACK GLADSTONE FINANCIAL CORP 0.00% of their portfolio BEDMINSTER, NJ 3,8353.8k $211.0k $211.0k 0.00% Reduced -100 -100
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 3,6563.7k $201.3k $201.3k 0.00% Reduced -50 -50
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,3153.3k $182.5k $182.5k 0.00% Reduced -2.3k -2,330
27 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,5132.5k $138.4k $138.4k 0.00% First filing
28 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,3001.3k $71.6k $71.6k 0.00% Unchanged
29 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,2041.2k $66.3k $66.3k 0.00% Unchanged
30 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 780780 $42.9k $42.9k 0.00% Added +3 +3
31 Advantage Trust Co 0.01% of their portfolio SALINA, KS 600600 $33.0k $33.0k 0.01% New
32 FMR LLC 0.00% of their portfolio BOSTON, MA 543543 $29.9k $29.9k 0.00% Reduced -397 -397
33 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 530530 $29.2k $29.2k 0.00% Unchanged
34 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 500500 $27.5k $27.5k 0.00% Unchanged
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 427427 $23.9k $23.9k 0.00% Reduced -2.3k -2,263
36 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 320320 $17.6k $17.6k 0.00% New
37 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 219219 $12.1k $12.1k 0.00% Added +1 +1
38 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 212212 $11.7k $11.7k 0.00% Unchanged
39 Financial Network Wealth Advisors LLC 0.01% of their portfolio MURRAY, UT 209209 $11.5k $11.5k 0.01% New
40 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 178178 $9.8k $9.8k 0.00% Added +178 +178
41 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 112112 $6.3k $6.3k 0.00% Unchanged
42 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 8282 $4.5k $4.5k 0.00% Unchanged
43 HORIZON BANCORP INC /IN/ 0.00% of their portfolio MICHIGAN CITY, IN 1414 $1.0k $1.0k 0.00% Unchanged
44 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 00 $0 $0 0.00% New