Across its top 20 institutional holders, PXI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$34.1M

Total Buy Value

$9.6M

Total Sell Value

New buy12

Trim9

Add10

Sold out5

Net Buyers

Net Sellers

Smart Money Convergence

PXI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/PXI

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

CUSIP

46137V878

FAQ

Who are the top institutional investors holding INVESCO DORSEY WRIGHT ENERGY (PXI)?

Major stakeholders currently include Transamerica Financial Advisors, LLC ($15.5M), Janney Montgomery Scott LLC ($6.6M), Morgan Stanley ($3.4M). Based on the latest 13F filings, there are a total of 43 tracked investment funds and institutions maintaining positions in PXI.

What is the overall institutional sentiment toward PXI recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $29.0M, driven by 22 managers accumulating shares while 14 reduced their exposure.

Which institutions have been selling or reducing their PXI positions?

In the latest period, 9 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $9.6M.

Are there any notable investors adding PXI to their portfolios?

Yes, buying activity remains notable. 12 institutions opened new positions in {ticker}, and 10 existing holders added to their shares. The total reported buy value for the quarter amounted to $34.1M.