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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)
22
Total
Institutional Inflows
(last 12 months)
$19.73M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.74M
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PFI Institutional Buying and Selling by Quarter

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
4/22/2025 Genesee Capital Advisors LLC17,558$938K0.5%-42.0%1.488%
4/17/2025 Janney Montgomery Scott LLC117,963$6.31M0.0%-0.8%9.997%
4/15/2025 Trueblood Wealth Management LLC6,078$325K0.2%N/A0.515%
4/14/2025 Farther Finance Advisors LLC16,177$865K0.0%N/A1.371%
4/14/2025 IMC Chicago LLC11,540$617K0.0%N/A0.978%
2/18/2025Sunbelt Securities Inc.8,477$481K0.0%N/A0.737%
2/18/2025First Heartland Consultants Inc.13,653$778K0.1%N/A1.187%
2/17/2025Blue Capital Inc.26,965$1.54M1.1%N/A2.345%
2/17/2025Citadel Advisors LLC5,975$341K0.0%N/A0.520%
2/17/2025Bank of America Corp DE57,277$3.27M0.0%+0.9%4.981%
2/13/2025Raymond James Financial Inc.5,357$305K0.0%N/A0.466%
2/13/2025Advisory Services Network LLC4,132$236K0.0%N/A0.359%
2/12/2025Transamerica Financial Advisors Inc.282,778$16.12M1.6%+4.5%24.589%
2/11/2025LPL Financial LLC22,698$1.29M0.0%+11.2%1.974%
2/6/2025Raymond James Financial Inc.5,357$305K0.0%N/A0.466%
2/3/2025RPS Advisory Solutions LLC43,038$2.45M1.5%N/A3.742%
2/3/2025Concurrent 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%
1/14/2025SignalPoint Asset Management LLC16,177$922K0.2%-2.0%1.407%
1/14/2025 Laurel Wealth Advisors LLC9,775$557K0.1%N/A0.850%
11/13/2024Transamerica Financial Advisors Inc.270,587$14.98M1.5%+0.8%23.529%
11/12/2024Centaurus 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%
10/16/2024SPC Financial Inc.16,892$935K0.1%-3.0%1.469%
10/7/2024SignalPoint Asset Management LLC16,508$912K0.2%-1.4%1.435%
8/21/2024SPC 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%
5/8/2024Advisors Preferred LLC3,785$186K0.0%+74.3%0.329%
5/4/2024SPC 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%
1/24/2024Advisors 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%
7/31/2023LPL Financial LLC21,851$920K0.0%-3.7%3.311%
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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%
5/9/2023Bellevue Asset Management LLC1,472$59K0.0%-18.8%0.202%
4/28/2023 Janney Montgomery Scott LLC20,473$816K0.0%-85.0%2.805%
2/9/2023Scotia Capital Inc.6,960$284K0.0%-22.8%0.409%
2/9/2023 IMC Chicago LLC16,651$678K0.0%+9.4%0.979%
2/7/2023LPL 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%
2/1/2023SPC 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%
1/18/2023Private Advisor Group LLC66,983$355.92M0.0%+8.3%3.940%
11/15/2022Lansing Street Advisors720$28K0.0%N/A0.042%
11/14/2022Transamerica 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%
10/27/2022SPC 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%
10/14/2022Private Advisor Group LLC61,870$2.37M0.0%+13.5%3.639%
8/13/2022Flow 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%
7/13/2022Private 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%
5/12/2022Transamerica Financial Advisors Inc.1,203$60K2.1%-25.1%0.071%
5/12/2022Private Advisor Group LLC62,257$3.06M0.0%-4.8%3.662%
5/12/2022Cetera Advisor Networks LLC12,288$604K0.0%-5.6%0.723%
5/11/2022Bellevue 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%
5/9/2022Scotia Capital Inc.9,953$489K0.0%N/A0.585%
5/9/2022Lansing Street Advisors611$30K0.0%N/A0.036%
5/2/2022SPC Financial Inc.12,173$598K0.1%+9.2%0.716%
4/19/2022 IMC Chicago LLC13,116$644K0.0%N/A0.772%
2/14/2022LPL Financial LLC175,069$9.57M0.0%+85.9%10.298%
2/10/2022Private Advisor Group LLC65,402$3.58M0.0%-3.5%3.847%
2/9/2022Orion 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%
2/8/2022MTM Investment Management LLC3,225$176K0.1%+370.8%0.190%
2/8/2022Bank of America Corp DE77,743$4.25M0.0%-19.4%4.573%
2/8/2022Raymond James & Associates14,806$809K0.0%+14.0%0.871%
2/4/2022Envestnet Asset Management Inc.15,552$850K0.0%-75.6%0.915%
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2/3/2022 Cambridge Investment Research Advisors Inc.14,084$770K0.0%+22.3%0.828%
2/3/2022Advisor Group Holdings Inc.9,452$517K0.0%-27.6%0.556%
2/3/2022Bellevue Asset Management LLC2,187$120K0.1%-8.8%0.129%
2/1/2022Centaurus Financial Inc.2,258$123K0.0%N/A0.133%
1/31/2022SPC Financial Inc.11,149$610K0.1%+3.7%0.656%
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%
11/16/2021Transamerica Financial Advisors Inc.1,635$87K2.4%N/A0.096%
(Data available from 1/1/2016 forward)

PFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFI shares?

During the previous two years, 25 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 ($6.31M), 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 Blue Capital Inc. ($1.54M).Learn more on PFI's institutional investors.

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

Of the 23 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), Farther Finance Advisors LLC ($16.18K), and Transamerica Financial Advisors Inc. ($14.32K).

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

Institutional investors have bought a total of 402,291 shares in the last 24 months. This purchase volume represents approximately $21.20M 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 ($145.33K), Genesee Capital Advisors LLC ($13.64K), Cambridge Investment Research Advisors Inc. ($1.73K), 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 163,199 shares in the last 24 months. This volume of shares sold represents approximately $11.64M in transactions.


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This page (NASDAQ:PFI) was last updated on 4/24/2025 by MarketBeat.com Staff
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