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Invesco Dorsey Wright Financial Momentum ETF (PFI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Financial Momentum ETF (NASDAQ:PFI)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$19.24M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.01M
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PFI Institutional Buying and Selling by Quarter

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Invesco Dorsey Wright Financial Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.8,477$481K0.0%N/A0.737%
2/18/2025 First Heartland Consultants Inc.13,653$778K0.1%N/A1.187%
2/17/2025 Blue Capital Inc.26,965$1.54M1.1%N/A2.345%
2/17/2025 Citadel Advisors LLC5,975$341K0.0%N/A0.520%
2/17/2025 Bank of America Corp DE57,277$3.27M0.0%+0.9%4.981%
2/13/2025 Raymond James Financial Inc.5,357$305K0.0%N/A0.466%
2/13/2025 Advisory Services Network LLC4,132$236K0.0%N/A0.359%
2/12/2025 Transamerica Financial Advisors Inc.282,778$16.12M1.6%+4.5%24.589%
2/11/2025 LPL Financial LLC22,698$1.29M0.0%+11.2%1.974%
2/6/2025 Raymond James Financial Inc.5,357$305K0.0%N/A0.466%
2/3/2025 RPS Advisory Solutions LLC43,038$2.45M1.5%N/A3.742%
2/3/2025 Concurrent Investment Advisors LLC7,704$439K0.0%N/A0.670%
1/27/2025 Silver Oak Securities Incorporated38,596$2.19M0.2%-0.6%3.356%
1/22/2025 Genesee Capital Advisors LLC30,247$1.72M0.8%-3.0%2.630%
1/17/2025 Janney Montgomery Scott LLC118,965$6.78M0.0%-0.8%10.345%
1/14/2025 SignalPoint Asset Management LLC16,177$922K0.2%-2.0%1.407%
1/14/2025 Laurel Wealth Advisors LLC9,775$557K0.1%N/A0.850%
11/13/2024 Transamerica Financial Advisors Inc.270,587$14.98M1.5%+0.8%23.529%
11/12/2024 Centaurus Financial Inc.2,375$131K0.0%N/A0.207%
10/29/2024 Janney Montgomery Scott LLC119,872$6.64M0.0%-11.1%10.424%
10/23/2024 Silver Oak Securities Incorporated38,830$2.15M0.2%+46.6%3.377%
10/16/2024 SPC Financial Inc.16,892$935K0.1%-3.0%1.469%
10/7/2024 SignalPoint Asset Management LLC16,508$912K0.2%-1.4%1.435%
8/21/2024 SPC Financial Inc.17,414$850K0.1%+5.0%1.514%
7/26/2024 Cambridge Investment Research Advisors Inc.37,189$1.82M0.0%+40.8%3.234%
7/19/2024 Genesee Capital Advisors LLC31,118$1.52M0.7%+17.8%2.706%
5/8/2024 Advisors Preferred LLC3,785$186K0.0%+74.3%0.329%
5/4/2024 SPC Financial Inc.16,577$824K0.1%N/A1.441%
5/1/2024 Janney Montgomery Scott LLC149,744$7.44M0.0%+1,789.3%13.021%
4/23/2024 Genesee Capital Advisors LLC26,405$1.31M0.7%N/A2.296%
1/24/2024 Advisors Preferred LLC2,171$96K0.0%N/A0.329%
11/8/2023 Janney Montgomery Scott LLC7,920$328K0.0%-3.3%1.200%
10/24/2023 Cambridge Investment Research Advisors Inc.5,273$218K0.0%-7.2%0.799%
8/4/2023 Parallel Advisors LLC1,326$56K0.0%N/A0.201%
7/31/2023 LPL Financial LLC21,851$920K0.0%-3.7%3.311%
7/26/2023 Janney Montgomery Scott LLC8,190$345K0.0%-60.0%1.154%
7/13/2023 Cambridge Investment Research Advisors Inc.5,684$239K0.0%-18.9%0.801%
5/9/2023 Bellevue Asset Management LLC1,472$59K0.0%-18.8%0.202%
4/28/2023 Janney Montgomery Scott LLC20,473$816K0.0%-85.0%2.805%
2/9/2023 Scotia Capital Inc.6,960$284K0.0%-22.8%0.409%
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2/9/2023 IMC Chicago LLC16,651$678K0.0%+9.4%0.979%
2/7/2023 LPL Financial LLC94,990$3.87M0.0%+1.9%5.588%
2/3/2023 CX Institutional8,605$351K0.0%-84.5%0.506%
2/2/2023 Silver Oak Securities Incorporated15,097$615K0.1%-5.7%0.888%
2/1/2023 Janney Montgomery Scott LLC136,420$5.56M0.0%-1.6%8.025%
2/1/2023 SPC Financial Inc.13,484$549K0.1%+11.2%0.793%
1/20/2023 Genesee Capital Advisors LLC26,410$1.08M0.8%+2.6%1.554%
1/18/2023 Private Advisor Group LLC66,983$355.92M0.0%+8.3%3.940%
11/15/2022 Lansing Street Advisors720$28K0.0%N/A0.042%
11/14/2022 Transamerica Financial Advisors Inc.283,285$10.85M1.6%+88,983.3%16.664%
11/8/2022 IMC Chicago LLC15,220$583K0.0%-8.4%0.895%
11/4/2022 Consolidated Planning Corp41,013$1.57M0.5%N/A2.413%
11/4/2022 CX Institutional55,484$2.13M0.1%N/A3.264%
10/27/2022 SPC Financial Inc.12,123$464K0.1%N/A0.713%
10/25/2022 Janney Montgomery Scott LLC138,620$5.31M0.0%+341.3%8.154%
10/25/2022Raymond James & Associates5,830$223K0.0%N/A0.343%
10/20/2022 Genesee Capital Advisors LLC25,753$987K0.8%N/A1.515%
10/20/2022 Silver Oak Securities Incorporated16,009$613K0.1%+89.2%0.942%
10/17/2022 Cambridge Investment Research Advisors Inc.7,166$275K0.0%-15.3%0.422%
10/14/2022 Private Advisor Group LLC61,870$2.37M0.0%+13.5%3.639%
8/13/2022 Flow Traders U.S. LLC9,844$390K0.0%+111.6%0.579%
8/11/2022Cetera Advisor Networks LLC7,694$305K0.0%-37.4%0.453%
8/5/2022 IMC Chicago LLC16,609$659K0.0%+26.6%0.977%
8/3/2022 Janney Montgomery Scott LLC31,411$1.26M0.0%-74.7%1.848%
7/13/2022 Private Advisor Group LLC54,524$2.16M0.0%-12.4%3.207%
7/13/2022 Cambridge Investment Research Advisors Inc.8,462$336K0.0%-34.7%0.498%
5/25/2022 Genesee Capital Advisors LLC16,304$801K0.4%+16.6%0.959%
5/12/2022 Transamerica Financial Advisors Inc.1,203$60K2.1%-25.1%0.071%
5/12/2022 Private Advisor Group LLC62,257$3.06M0.0%-4.8%3.662%
5/12/2022Cetera Advisor Networks LLC12,288$604K0.0%-5.6%0.723%
5/11/2022 Bellevue Asset Management LLC1,812$90K0.1%-17.1%0.107%
5/11/2022Raymond James Financial Services Advisors Inc.52,012$2.56M0.0%-5.9%3.060%
5/10/2022 SILVER OAK SECURITIES Inc14,787$718K0.1%N/A0.870%
5/9/2022 Scotia Capital Inc.9,953$489K0.0%N/A0.585%
5/9/2022 Lansing Street Advisors611$30K0.0%N/A0.036%
5/2/2022 SPC Financial Inc.12,173$598K0.1%+9.2%0.716%
4/19/2022 IMC Chicago LLC13,116$644K0.0%N/A0.772%
2/14/2022 LPL Financial LLC175,069$9.57M0.0%+85.9%10.298%
2/10/2022 Private Advisor Group LLC65,402$3.58M0.0%-3.5%3.847%
2/9/2022 Orion Portfolio Solutions LLC8,915$487K0.0%-25.5%0.524%
2/8/2022Raymond James Financial Services Advisors Inc.55,244$3.02M0.0%-2.5%3.250%
2/8/2022 MTM Investment Management LLC3,225$176K0.1%+370.8%0.190%
2/8/2022 Bank of America Corp DE77,743$4.25M0.0%-19.4%4.573%
2/8/2022Raymond James & Associates14,806$809K0.0%+14.0%0.871%
2/4/2022 Envestnet Asset Management Inc.15,552$850K0.0%-75.6%0.915%
2/3/2022 Cambridge Investment Research Advisors Inc.14,084$770K0.0%+22.3%0.828%
2/3/2022 Advisor Group Holdings Inc.9,452$517K0.0%-27.6%0.556%
2/3/2022 Bellevue Asset Management LLC2,187$120K0.1%-8.8%0.129%
2/1/2022 Centaurus Financial Inc.2,258$123K0.0%N/A0.133%
1/31/2022 SPC Financial Inc.11,149$610K0.1%+3.7%0.656%
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1/27/2022 Janney Montgomery Scott LLC115,041$6.29M0.0%+12.8%6.767%
1/25/2022 Genesee Capital Advisors LLC13,983$764K0.4%+8.4%0.823%
1/18/2022 MinichMacGregor Wealth Management LLC6,918$378K0.1%-6.2%0.407%
11/16/2021Cetera Advisor Networks LLC12,554$666K0.0%+48.5%0.738%
11/16/2021 Transamerica Financial Advisors Inc.1,635$87K2.4%N/A0.096%
11/16/2021 LPL Financial LLC94,195$5.00M0.0%+221.7%5.541%
11/16/2021 Charter Trust Co.5,000$265K0.0%N/A0.294%
11/15/2021 Flow Traders U.S. LLC5,555$295K0.0%N/A0.327%
11/15/2021 Royal Bank of Canada33,176$1.76M0.0%+722.8%1.952%
11/12/2021 Prospera Financial Services Inc12,613$669K0.0%N/A0.742%
(Data available from 1/1/2016 forward)

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PFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFI shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Invesco Dorsey Wright Financial Momentum ETF. The most heavily invested institutionals were Transamerica Financial Advisors Inc. ($16.12M), Janney Montgomery Scott LLC ($6.78M), Bank of America Corp DE ($3.27M), RPS Advisory Solutions LLC ($2.45M), Silver Oak Securities Incorporated ($2.19M), Cambridge Investment Research Advisors Inc. ($1.82M), and Genesee Capital Advisors LLC ($1.72M).Learn more on PFI's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Financial Momentum ETF stock?

Of the 20 institutional investors that purchased Invesco Dorsey Wright Financial Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($141.82K), RPS Advisory Solutions LLC ($43.04K), Genesee Capital Advisors LLC ($31.12K), Blue Capital Inc. ($26.97K), SPC Financial Inc. ($17.41K), Transamerica Financial Advisors Inc. ($14.32K), and First Heartland Consultants Inc. ($13.65K).

How much institutional buying is happening at Invesco Dorsey Wright Financial Momentum ETF?

Institutional investors have bought a total of 368,496 shares in the last 24 months. This purchase volume represents approximately $19.40M in transactions.

Which Invesco Dorsey Wright Financial Momentum ETF major shareholders have been selling company stock?

The following institutional investors have sold Invesco Dorsey Wright Financial Momentum ETF stock in the last 24 months: Janney Montgomery Scott LLC ($144.33K), Cambridge Investment Research Advisors Inc. ($1.73K), Genesee Capital Advisors LLC ($948.00), LPL Financial LLC ($836.00), SignalPoint Asset Management LLC ($566.00), SPC Financial Inc. ($522.00), and Bellevue Asset Management LLC ($340.00).

How much institutional selling is happening at Invesco Dorsey Wright Financial Momentum ETF?

Institutional investors have sold a total of 149,508 shares in the last 24 months. This volume of shares sold represents approximately $10.91M in transactions.


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This page (NASDAQ:PFI) was last updated on 3/30/2025 by MarketBeat.com Staff
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