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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$69.30 +0.19 (+0.27%)
As of 02:48 PM Eastern
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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)
64
Total
Institutional Inflows
(last 12 months)
$107.37M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$34.49M
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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
8/13/2025Quadrature Capital Ltd10,936$747K0.0%+117.0%0.201%
8/12/2025Steward Partners Investment Advisory LLC5,111$349K0.0%+24.4%0.094%
8/12/2025Journey Strategic Wealth LLC3,000$205K0.0%N/A0.055%
8/8/2025 Cetera Investment Advisers18,482$1.26M0.0%-9.4%0.340%
8/6/2025 Golden State Wealth Management LLC26,771$1.83M0.2%+15.0%0.492%
8/5/2025 Sigma Planning Corp8,121$555K0.0%-8.2%0.149%
8/5/2025 GHP Investment Advisors Inc.650$44K0.0%N/A0.012%
8/1/2025 Envestnet Asset Management Inc.14,475$988K0.0%-12.1%0.265%
7/29/2025 Stratos Wealth Partners LTD.10,741$734K0.0%+1.4%0.196%
7/29/2025 Private Trust Co. NA2,854$195K0.0%-16.4%0.052%
7/25/2025 MGO One Seven LLC3,965$271K0.0%-40.3%0.072%
7/25/2025 Genesee Capital Advisors LLC8,484$579K0.3%-56.3%0.154%
7/25/2025 SPC Financial Inc.14,631$999K0.1%-7.6%0.266%
7/24/2025 WMG Financial Advisors LLC4,688$320K0.1%-17.6%0.085%
7/23/2025 Trueblood Wealth Management LLC5,623$384K0.2%+12.4%0.102%
7/22/2025 Red Tortoise LLC390$27K0.0%N/A0.007%
7/22/2025 Merit Financial Group LLC81,687$5.58M0.1%-11.9%1.477%
7/22/2025 Wealthcare Advisory Partners LLC5,819$397K0.0%-3.7%0.105%
7/22/2025 Berger Financial Group Inc2,938$201K0.0%N/A0.053%
7/17/2025 Janney Montgomery Scott LLC89,994$6.15M0.0%-17.8%1.607%
7/11/2025 Farther Finance Advisors LLC32,132$2.19M0.0%-2.0%0.574%
7/11/2025 Silver Oak Securities Incorporated40,163$2.74M0.2%N/A0.717%
5/19/2025Jane Street Group LLC24,668$1.45M0.0%-108.1%0.408%
5/16/2025Jones Financial Companies Lllp2,203$130K0.0%+29.0%0.036%
5/16/2025Integrated Wealth Concepts LLC7,050$416K0.0%+74.1%0.117%
5/15/2025EP Wealth Advisors LLC20,523$1.21M0.0%-2.4%0.339%
5/15/2025Royal Bank of Canada29,968$1.77M0.0%-81.7%0.495%
5/15/2025MAI Capital Management541$32K0.0%+336.3%0.009%
5/15/2025OLD Mission Capital LLC16,744$987K0.0%N/A0.277%
5/14/2025Transamerica Financial Advisors LLC255,095$15.04M1.5%+2.7%4.216%
5/14/2025SVB Wealth LLC975$57K0.0%N/A0.016%
5/14/2025Northwestern Mutual Wealth Management Co.23,080$1.36M0.0%-1.4%0.381%
5/13/2025Raymond James Financial Inc.264,332$15.59M0.0%-11.8%4.369%
5/13/2025 HighTower Advisors LLC428,768$25.28M0.0%-10.0%7.087%
5/12/2025 Cooper Financial Group4,661$275K0.0%+5.8%0.077%
5/9/2025 Chicago Partners Investment Group LLC6,450$396K0.0%N/A0.101%
5/9/2025 Atria Wealth Solutions Inc.13,664$806K0.0%-7.4%0.214%
5/8/2025 SPC Financial Inc.15,827$933K0.1%+1.3%0.248%
5/7/2025LPL Financial LLC622,342$36.69M0.0%-0.8%9.739%
5/6/2025 Cetera Investment Advisers20,396$1.20M0.0%+3.7%0.337%
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5/6/2025 AE Wealth Management LLC671$40K0.0%N/A0.011%
5/6/2025 WMG Financial Advisors LLC5,687$335K0.1%+14.2%0.094%
5/5/2025 Private Advisor Group LLC15,193$896K0.0%+6.5%0.251%
5/2/2025 Theory Financial LLC36,135$2.13M0.9%-59.1%0.597%
5/2/2025 Sigma Planning Corp8,846$522K0.0%+15.3%0.146%
4/30/2025 Stratos Wealth Partners LTD.10,591$624K0.0%-6.1%0.172%
4/29/2025 Envestnet Asset Management Inc.16,475$971K0.0%+26.2%0.268%
4/28/2025 Private Trust Co. NA3,412$201K0.0%+19.6%0.055%
4/25/2025 MorganRosel Wealth Management LLC754$44K0.0%N/A0.012%
4/25/2025Guerra Advisors Inc41,822$2.47M1.4%+11.9%0.675%
4/24/2025 Golden State Wealth Management LLC23,284$1.37M0.2%+2.2%0.376%
4/23/2025 Western Financial Corp CA6,206$366K0.2%+7.0%0.100%
4/23/2025 Golden State Wealth Management LLC46,563$2.75M0.2%+104.3%0.751%
4/22/2025 Cambridge Investment Research Advisors Inc.95,925$5.66M0.0%+59.4%1.547%
4/22/2025 Genesee Capital Advisors LLC19,423$1.15M0.6%-43.0%0.313%
4/22/2025 MinichMacGregor Wealth Management LLC5,982$353K0.1%+7.3%0.096%
4/22/2025 Nilsine Partners LLC21,787$1.29M0.1%-15.4%0.351%
4/22/2025 Carr Financial Group Corp4,250$251K0.1%-5.2%0.069%
4/17/2025 Janney Montgomery Scott LLC109,541$6.46M0.0%-0.2%1.764%
4/15/2025 Trueblood Wealth Management LLC5,004$295K0.1%N/A0.081%
4/15/2025 Wealthcare Advisory Partners LLC6,041$356K0.0%-37.6%0.091%
4/14/2025 Farther Finance Advisors LLC32,782$1.95M0.0%N/A0.491%
4/14/2025 IMC Chicago LLC33,924$2M0.0%N/A0.509%
4/14/2025 Outlook Wealth Advisors LLC26,370$1.56M0.4%+26.6%0.395%
4/9/2025 Merit Financial Group LLC92,742$5.47M0.1%-44.7%1.247%
3/24/2025Fulcrum Equity Management15,454$1.12M1.1%N/A0.197%
3/12/2025Centaurus 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%
2/17/2025Bank of America Corp DE248,083$18.00M0.0%-3.2%3.156%
2/17/2025Ameriprise Financial Inc.120,737$8.76M0.0%+30.8%1.536%
2/17/2025 Aptus Capital Advisors LLC1,500$109K0.0%N/A0.019%
2/14/2025Comerica 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%
2/14/2025Stifel Financial Corp62,273$4.52M0.0%-1.8%0.792%
2/14/2025 OneDigital Investment Advisors LLC2,803$203K0.0%N/A0.036%
2/14/2025MML Investors Services LLC155,898$11.31M0.0%+49.1%1.983%
2/13/2025Mariner LLC3,040$221K0.0%-12.1%0.039%
2/13/2025Raymond James Financial Inc.299,735$21.75M0.0%N/A3.813%
2/13/2025Advisory 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%
2/13/2025Wells Fargo & Company MN132,604$9.62M0.0%+3.8%1.687%
2/12/2025StoneX Group Inc.33,687$2.44M0.2%-0.6%0.429%
2/12/2025Transamerica Financial Advisors Inc.248,394$18.02M1.8%+4.0%3.160%
2/11/2025LPL 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%
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2/6/2025 Bellevue Asset Management LLC2,103$153K0.1%-15.1%0.027%
2/6/2025Raymond 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%
2/6/2025Jones Financial Companies Lllp1,708$124K0.0%+143.3%0.022%
2/5/2025Maia 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%
(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, 102 institutional investors and hedge funds held shares of Invesco Dorsey Wright Technology Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($36.69M), HighTower Advisors LLC ($25.28M), Transamerica Financial Advisors Inc. ($18.02M), Bank of America Corp DE ($18.00M), Raymond James Financial Inc. ($15.59M), Transamerica Financial Advisors LLC ($15.04M), and UBS Group AG ($12.22M).Learn more on Invesco Dorsey Wright Technology Momentum ETF's institutional investors.

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

Of the 95 institutional investors that purchased Invesco Dorsey Wright Technology Momentum ETF's 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 ($383.92K), Jane Street Group LLC ($333.75K), UBS Group AG ($220.15K), Raymond James & Associates ($134.24K), 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 1,594,207 shares in the last 24 months. This purchase volume represents approximately $107.37M in transactions.

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

Of the 49 institutional investors that sold Invesco Dorsey Wright Technology Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($133.40K), Merit Financial Group LLC ($91.26K), Theory Financial LLC ($62.88K), HighTower Advisors LLC ($48.49K), Raymond James Financial Inc. ($35.40K), Janney Montgomery Scott LLC ($31.86K), and Genesee Capital Advisors LLC ($31.49K).

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

Institutional investors have sold a total of 556,529 shares in the last 24 months. This volume of shares sold represents approximately $34.49M in transactions.


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This page (NASDAQ:PTF) was last updated on 8/13/2025 by MarketBeat.com Staff
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