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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$65.01 +0.66 (+1.03%)
Closing price 03:59 PM Eastern
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$64.90 -0.12 (-0.18%)
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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)
50
Total
Institutional Inflows
(last 12 months)
$81.50M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$11.44M
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PTF Institutional Buying and Selling by Quarter

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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
3/24/2025Fulcrum Equity Management15,454$1.12M1.1%N/A0.197%
3/12/2025 Centaurus Financial Inc.1,700$123K0.0%-22.7%0.022%
2/24/2025 Ameriflex Group Inc.4,231$306K0.1%N/A0.054%
2/18/2025 Western Wealth Management LLC4,087$297K0.1%-29.9%0.052%
2/17/2025 Cetera Investment Advisers19,668$1.43M0.0%+5.6%0.250%
2/17/2025 Bank of America Corp DE248,083$18.00M0.0%-3.2%3.156%
2/17/2025 Ameriprise Financial Inc.120,737$8.76M0.0%+30.8%1.536%
2/17/2025 Aptus Capital Advisors LLC1,500$109K0.0%N/A0.019%
2/14/2025 Comerica Bank10,108$733K0.0%-15.2%0.129%
2/14/2025 Berger Financial Group Inc3,014$219K0.0%N/A0.038%
2/14/2025 MGO One Seven LLC9,838$714K0.0%+8.3%0.125%
2/14/2025 Stifel Financial Corp62,273$4.52M0.0%-1.8%0.792%
2/14/2025 OneDigital Investment Advisors LLC2,803$203K0.0%N/A0.036%
2/14/2025 MML Investors Services LLC155,898$11.31M0.0%+49.1%1.983%
2/13/2025 Mariner LLC3,040$221K0.0%-12.1%0.039%
2/13/2025 Raymond James Financial Inc.299,735$21.75M0.0%N/A3.813%
2/13/2025 Advisory Services Network LLC9,286$674K0.0%+34.7%0.118%
2/13/2025 Envestnet Asset Management Inc.13,057$947K0.0%-57.2%0.166%
2/13/2025 Wells Fargo & Company MN132,604$9.62M0.0%+3.8%1.687%
2/12/2025 StoneX Group Inc.33,687$2.44M0.2%-0.6%0.429%
2/12/2025 Transamerica Financial Advisors Inc.248,394$18.02M1.8%+4.0%3.160%
2/11/2025 LPL Financial LLC627,147$45.51M0.0%+8.7%7.979%
2/11/2025 Samalin Investment Counsel LLC6,547$475K0.2%-3.4%0.083%
2/10/2025 Commonwealth Equity Services LLC4,762$346K0.0%-19.2%0.061%
2/7/2025 HighTower Advisors LLC476,565$34.58M0.0%-0.1%6.063%
2/6/2025 Bellevue Asset Management LLC2,103$153K0.1%-15.1%0.027%
2/6/2025 Raymond James Financial Inc.299,735$21.75M0.0%N/A3.813%
2/6/2025 SPC Financial Inc.15,621$1.13M0.1%-0.9%0.199%
2/6/2025 Jones Financial Companies Lllp1,708$124K0.0%+143.3%0.022%
2/5/2025 Maia Wealth LLC4,487$309K0.1%N/A0.057%
2/5/2025 Evergreen Advisors LLC3,150$229K0.1%N/A0.040%
2/4/2025 Theory Financial LLC88,353$6.41M2.7%-10.8%1.124%
2/3/2025 Sigma Planning Corp7,673$557K0.0%N/A0.098%
2/3/2025 Legacy Capital Group California Inc.3,255$236K0.1%N/A0.041%
2/3/2025 Concurrent Investment Advisors LLC6,280$456K0.0%N/A0.080%
2/3/2025 Private Advisor Group LLC14,263$1.04M0.0%-4.1%0.181%
1/31/2025 Valley Wealth Managers Inc.45,794$3.32M0.2%-4.4%0.586%
1/31/2025 Atria Wealth Solutions Inc.14,753$1.07M0.0%+57.9%0.189%
1/31/2025 Truist Financial Corp48,434$3.51M0.0%-0.7%0.619%
1/30/2025 Scarborough Advisors LLC69,212$5.02M0.7%N/A0.885%
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1/28/2025 Golden State Wealth Management LLC22,790$1.65M0.2%N/A0.291%
1/27/2025 Silver Oak Securities Incorporated32,690$2.39M0.2%-10.3%0.411%
1/24/2025 Journey Strategic Wealth LLC3,000$218K0.0%N/A0.038%
1/24/2025 Western Financial Corp CA5,802$421K0.2%-7.6%0.073%
1/23/2025 DMC Group LLC3,441$250K0.2%N/A0.044%
1/22/2025 Genesee Capital Advisors LLC34,100$2.47M1.2%-14.7%0.431%
1/22/2025 Nilsine Partners LLC25,743$1.87M0.2%-2.6%0.325%
1/21/2025 Geneos Wealth Management Inc.4,541$329K0.0%+20.4%0.057%
1/17/2025 Janney Montgomery Scott LLC109,764$7.96M0.0%+0.4%1.388%
1/15/2025 Merit Financial Group LLC167,759$12.17M0.2%-3.0%2.121%
1/15/2025 Hennion & Walsh Asset Management Inc.7,330$532K0.0%-7.2%0.093%
1/14/2025 SignalPoint Asset Management LLC32,882$2.39M0.6%-0.7%0.417%
1/14/2025 Outlook Wealth Advisors LLC20,837$1.51M0.4%-5.5%0.264%
1/13/2025 Cooper Financial Group4,405$320K0.0%-22.5%0.056%
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%
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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%
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%
(Data available from 1/1/2016 forward)

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PTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTF shares?

During the previous two years, 93 institutional investors and hedge funds held shares of Invesco Dorsey Wright Technology Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($45.51M), HighTower Advisors LLC ($34.58M), Raymond James Financial Inc. ($21.75M), Transamerica Financial Advisors Inc. ($18.02M), Bank of America Corp DE ($18.00M), UBS Group AG ($12.22M), and Merit Financial Group LLC ($12.17M).Learn more on PTF's institutional investors.

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

Of the 84 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: Raymond James Financial Inc. ($599.47K), HighTower Advisors LLC ($506.27K), LPL Financial LLC ($397.92K), UBS Group AG ($220.15K), Janney Montgomery Scott LLC ($145.63K), Raymond James & Associates ($138.28K), and Merit Financial Group LLC ($104.96K).

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

Institutional investors have bought a total of 3,249,760 shares in the last 24 months. This purchase volume represents approximately $177.24M in transactions.

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

Of the 46 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 ($45.19K), Janney Montgomery Scott LLC ($27.79K), Raymond James & Associates ($18.59K), Private Trust Co. NA ($18.44K), Envestnet Asset Management Inc. ($17.46K), IHT Wealth Management LLC ($13.94K), and Wealthcare Advisory Partners LLC ($12.83K).

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

Institutional investors have sold a total of 239,799 shares in the last 24 months. This volume of shares sold represents approximately $16.03M in transactions.


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This page (NASDAQ:PTF) was last updated on 3/25/2025 by MarketBeat.com Staff
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