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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$74.00 +0.52 (+0.71%)
(As of 10:17 AM ET)
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$31.28M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$7.68M
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PTF Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Technology Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC104,537$6.63M0.0%-5.4%1.452%
11/15/2024 Jane Street Group LLC4,078$259K0.0%N/A0.057%
11/15/2024 Stifel Financial Corp63,388$4.02M0.0%+8.2%0.880%
11/15/2024 IHT Wealth Management LLC3,800$241K0.0%-78.6%0.053%
11/15/2024 HighTower Advisors LLC477,258$30.27M0.0%+0.1%6.629%
11/13/2024 Transamerica Financial Advisors Inc.238,769$15.15M1.5%-0.1%3.316%
11/13/2024 Private Trust Co. NA2,854$181K0.0%-85.2%0.040%
11/12/2024 Centaurus Financial Inc.2,200$140K0.0%-57.3%0.031%
11/12/2024 StoneX Group Inc.33,883$2.15M0.2%+5.6%0.471%
11/12/2024 KKM Financial LLC5,830$370K0.2%+4.1%0.081%
11/8/2024 Prospera Financial Services Inc6,576$417K0.0%-3.2%0.091%
11/7/2024 Theory Financial LLC99,014$6.36M2.4%+22.3%1.375%
11/6/2024 Valley Wealth Managers Inc.47,887$3.04M0.2%+60.6%0.665%
11/6/2024 Pinnacle Financial Partners Inc3,320$211K0.0%-41.2%0.046%
10/30/2024 MinichMacGregor Wealth Management LLC5,675$360K0.1%-5.8%0.079%
10/29/2024 Janney Montgomery Scott LLC109,371$6.94M0.0%-10.0%1.521%
10/28/2024 Balanced Wealth Group LLC6,812$432K0.2%-15.8%0.095%
10/23/2024 Outlook Wealth Advisors LLC22,061$1.40M0.4%+5.6%0.308%
10/23/2024 Silver Oak Securities Incorporated36,441$2.32M0.2%+60.7%0.508%
10/23/2024 Hennion & Walsh Asset Management Inc.7,895$502K0.0%-2.0%0.110%
10/22/2024 Private Advisor Group LLC14,866$943K0.0%+5.4%0.207%
10/18/2024Raymond James & Associates132,298$8.39M0.0%+58.1%1.845%
10/16/2024 SPC Financial Inc.15,769$1M0.1%-3.7%0.220%
9/23/2024 Centaurus Financial Inc.5,150$319K0.0%+27.2%0.073%
8/22/2024 Cetera Investment Advisers18,357$1.14M0.0%-19.0%0.260%
8/21/2024 SPC Financial Inc.16,376$1.01M0.1%+1.9%0.232%
8/21/2024 Truist Financial Corp48,744$3.02M0.0%-0.8%0.691%
8/16/2024 Northwestern Mutual Wealth Management Co.23,692$1.47M0.0%-7.1%0.336%
8/8/2024 Envestnet Asset Management Inc.55,863$3.46M0.0%+179.6%0.792%
8/8/2024 Valley Wealth Managers Inc.29,813$1.85M0.1%N/A0.423%
8/8/2024 LPL Financial LLC573,002$35.49M0.0%-0.3%8.128%
8/5/2024 Private Advisor Group LLC14,100$873K0.0%-15.2%0.200%
7/31/2024 Nilsine Partners LLC25,428$1.58M0.2%+1.9%0.361%
7/30/2024 WMG Financial Advisors LLC4,004$248K0.1%-9.0%0.057%
7/26/2024 Cambridge Investment Research Advisors Inc.58,352$3.61M0.0%+49.3%0.828%
7/23/2024 Private Advisory Group LLC5,613$348K0.0%N/A0.080%
7/20/2024 Hennion & Walsh Asset Management Inc.8,060$499K0.0%-2.3%0.114%
7/19/2024Raymond James & Associates83,655$5.18M0.0%+1.3%1.187%
7/19/2024 Genesee Capital Advisors LLC40,024$2.48M1.2%+9.7%0.568%
7/18/2024 Outlook Wealth Advisors LLC20,893$1.29M0.4%N/A0.296%
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7/16/2024 Cooper Financial Group6,325$392K0.1%-14.4%0.090%
7/12/2024 Carr Financial Group Corp4,388$272K0.1%-18.1%0.062%
5/24/2024Cetera Advisors LLC8,688$498K0.0%+25.2%0.125%
5/4/2024 SPC Financial Inc.16,068$922K0.1%+5.4%0.231%
5/1/2024 StoneX Group Inc.32,181$1.85M0.2%+1.1%0.462%
5/1/2024 Janney Montgomery Scott LLC135,349$7.77M0.0%-5.3%1.942%
4/30/2024 Private Advisor Group LLC16,628$954K0.0%-15.2%0.239%
4/29/2024 Reik & CO. LLC3,600$207K0.1%N/A0.052%
4/26/2024 Carr Financial Group Corp5,360$308K0.1%+29.4%0.077%
4/25/2024 Cambridge Investment Research Advisors Inc.39,075$2.24M0.0%+13.2%0.561%
4/24/2024 Private Trust Co. NA19,287$1.11M0.1%-9.4%0.277%
4/23/2024 Genesee Capital Advisors LLC36,487$2.09M1.1%-1.3%0.523%
4/23/2024Raymond James Financial Services Advisors Inc.55,785$3.20M0.0%-5.3%0.800%
4/22/2024Raymond James & Associates82,554$4.74M0.0%-16.1%1.184%
4/17/2024 Hennion & Walsh Asset Management Inc.8,250$473K0.0%-2.5%0.119%
4/15/2024 Wealthcare Advisory Partners LLC12,747$731K0.0%-25.2%0.184%
4/13/2024 IMC Chicago LLC10,580$607K0.0%N/A0.153%
4/11/2024 Cooper Financial Group7,385$424K0.1%+5.3%0.107%
4/11/2024 SignalPoint Asset Management LLC33,688$1.93M0.5%-4.0%0.486%
2/26/2024 Centaurus Financial Inc.4,170$211K0.0%-30.2%0.059%
2/12/2024 Steward Partners Investment Advisory LLC10,272$519K0.0%-12.7%0.147%
2/9/2024 Advisory Services Network LLC4,804$243K0.0%N/A0.069%
2/9/2024 Cambridge Investment Research Advisors Inc.34,509$1.74M0.0%+30.9%0.492%
2/9/2024 UBS Group AG241,997$12.22M0.0%+106.6%3.452%
2/8/2024 WMG Financial Advisors LLC4,359$220K0.1%N/A0.062%
2/8/2024 MinichMacGregor Wealth Management LLC6,686$338K0.1%+8.2%0.095%
2/8/2024 Janney Montgomery Scott LLC142,916$7.22M0.0%-5.3%2.039%
2/7/2024 Theory Financial LLC80,348$4.06M2.2%+2.2%1.146%
2/6/2024 Balanced Wealth Group LLC8,453$427K0.2%N/A0.121%
2/6/2024 Private Advisor Group LLC19,602$990K0.0%+10.1%0.280%
2/6/2024 Wealthcare Advisory Partners LLC17,033$860K0.0%-33.4%0.243%
2/6/2024Merit Financial Group LLC151,213$7.64M0.2%+6.0%2.157%
2/5/2024 Silver Oak Securities Incorporated31,634$1.60M0.2%+107.0%0.451%
2/5/2024Unique Wealth Strategies LLC61,629$3.11M2.1%N/A0.879%
2/2/2024 Truist Financial Corp49,631$2.51M0.0%+7.9%0.708%
2/2/2024 Atria Wealth Solutions Inc.9,955$503K0.0%+2.6%0.142%
1/31/2024 Western Wealth Management LLC6,563$332K0.0%N/A0.093%
1/30/2024SVB Wealth LLC4,146$209K0.0%N/A0.059%
1/29/2024 Genesee Capital Advisors LLC36,951$1.87M1.2%+5.7%0.523%
1/26/2024 Carr Financial Group Corp4,142$209K0.1%N/A0.059%
1/24/2024Stratos Wealth Partners LTD.13,084$661K0.0%+32.4%0.185%
1/24/2024 Nilsine Partners LLC25,144$1.27M0.2%N/A0.355%
1/22/2024 Pinnacle Financial Partners Inc4,320$218K0.0%N/A0.061%
1/18/2024 Global Retirement Partners LLC873$42K0.0%+75.3%0.012%
1/16/2024Raymond James Financial Services Advisors Inc.58,930$2.98M0.0%+3.7%0.832%
1/16/2024Raymond James & Associates98,427$4.97M0.0%-2.0%1.390%
1/16/2024 Cooper Financial Group7,015$354K0.1%+17.6%0.099%
11/24/2023 EP Wealth Advisors LLC21,048$930K0.0%+107.5%0.304%
11/20/2023 Silver Oak Securities Incorporated15,279$675K0.1%+163.0%0.221%
11/15/2023 Theory Financial LLC78,647$3.47M2.0%+177.6%1.137%
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11/15/2023 Scotia Capital Inc.9,745$430K0.0%+209.1%0.141%
11/15/2023 Glenmede Trust Co. NA11,724$518K0.0%+200.0%0.169%
11/14/2023 Samalin Investment Counsel LLC7,227$319K0.2%+198.1%0.104%
11/13/2023 EPG Wealth Management LLC6,600$292K0.1%+200.0%0.095%
11/13/2023 Stifel Financial Corp60,163$2.66M0.0%+1,074.4%0.869%
11/13/2023 LPL Financial LLC476,416$21.04M0.0%+233.3%6.885%
11/13/2023 PNC Financial Services Group Inc.900$40K0.0%+200.0%0.013%
11/9/2023 SPC Financial Inc.15,010$663K0.1%+207.6%0.217%
11/9/2023 UBS Group AG117,152$5.18M0.0%+436.2%1.693%
11/8/2023 HighTower Advisors LLC523,367$23.11M0.0%+2,867.3%7.563%
(Data available from 1/1/2016 forward)

PTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTF shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Invesco Dorsey Wright Technology Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($35.49M), HighTower Advisors LLC ($30.27M), Transamerica Financial Advisors Inc. ($15.15M), UBS Group AG ($12.22M), Raymond James & Associates ($8.39M), Merit Financial Group LLC ($7.64M), and Janney Montgomery Scott LLC ($6.94M).Learn more on PTF's institutional investors.

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

Of the 66 institutional investors that purchased Invesco Dorsey Wright Technology Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($506.27K), LPL Financial LLC ($409.10K), UBS Group AG ($220.15K), Merit Financial Group LLC ($191.21K), Janney Montgomery Scott LLC ($145.24K), Raymond James & Associates ($138.28K), and Theory Financial LLC ($98.50K).

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

Institutional investors have bought a total of 2,533,879 shares in the last 24 months. This purchase volume represents approximately $125.87M in transactions.

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

Of the 34 institutional investors that sold Invesco Dorsey Wright Technology Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Merit Financial Group LLC ($39.99K), Janney Montgomery Scott LLC ($28.21K), Raymond James & Associates ($18.89K), Private Trust Co. NA ($18.44K), IHT Wealth Management LLC ($13.94K), Wealthcare Advisory Partners LLC ($12.83K), and CX Institutional ($7.95K).

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

Institutional investors have sold a total of 184,536 shares in the last 24 months. This volume of shares sold represents approximately $12.06M in transactions.


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This page (NASDAQ:PTF) was last updated on 11/21/2024 by MarketBeat.com Staff
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