PIE

Invesco Dorsey Wright Emergi

+$40.2M

Net Activity

Institutions Holding

63

Popularity Rank

#5464

Avg Weight

0.07%

Total Value

$111.8M

Ownership Trend

63 institutions currently hold PIE, with 39 net buyers and 22 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

22

Net Buying Institutions

39

Key Holders

Key Holders

Top 5 by Value

RJ
Raymond James Financial INC
$25.4M
WF
Wells Fargo & Company/mn
$23.5M
NC
NewSquare Capital LLC
$9.7M
LF
LPL Financial LLC
$7.0M
MS
Morgan Stanley
$6.6M

Top 5 by Conviction

MW
Maltin Wealth Management, Inc.
1.80%
NC
NewSquare Capital LLC
0.84%
MW
MorganRosel Wealth Management, LLC
0.38%
DC
Del-Sette Capital Management, LLC
0.35%
TW
Trueblood Wealth Management, LLC
0.30%
View all 63 holding institutions

Quarterly Activity

Recent Activity

+$126.5M

Total Buy Value

$9.2M

Total Sell Value

New buy13
Trim14
Add26
Sold out8

39

Net Buyers

22

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO DORSEY WRIGHT EMERGI (PIE)?
Major stakeholders currently include Raymond James Financial INC ($25.4M), Wells Fargo & Company/mn ($23.5M), NewSquare Capital LLC ($9.7M). Based on the latest 13F filings, there are a total of 63 tracked investment funds and institutions maintaining positions in PIE.
What is the overall institutional sentiment toward PIE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $40.2M, driven by 39 managers accumulating shares while 22 reduced their exposure.
Which institutions have been selling or reducing their PIE positions?
In the latest period, 14 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $9.2M.
Are there any notable investors adding PIE to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 26 existing holders added to their shares. The total reported buy value for the quarter amounted to $126.5M.

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