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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$70.77 -0.23 (-0.32%)
Closing price 01/17/2025 03:59 PM Eastern
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$71.00 +0.23 (+0.32%)
As of 08:50 AM 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)
37
Total
Institutional Inflows
(last 12 months)
$30.65M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$8.19M
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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
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%
11/15/2024MML Investors Services LLC104,537$6.63M0.0%-5.4%1.452%
11/15/2024Jane Street Group LLC4,078$259K0.0%N/A0.057%
11/15/2024Stifel Financial Corp63,388$4.02M0.0%+8.2%0.880%
11/15/2024IHT Wealth Management LLC3,800$241K0.0%-78.6%0.053%
11/15/2024HighTower Advisors LLC477,258$30.27M0.0%+0.1%6.629%
11/13/2024Transamerica Financial Advisors Inc.238,769$15.15M1.5%-0.1%3.316%
11/13/2024Private Trust Co. NA2,854$181K0.0%-85.2%0.040%
11/12/2024Centaurus Financial Inc.2,200$140K0.0%-57.3%0.031%
11/12/2024StoneX Group Inc.33,883$2.15M0.2%+5.6%0.471%
11/12/2024KKM Financial LLC5,830$370K0.2%+4.1%0.081%
11/8/2024Prospera Financial Services Inc6,576$417K0.0%-3.2%0.091%
11/7/2024Theory Financial LLC99,014$6.36M2.4%+22.3%1.375%
11/6/2024Valley Wealth Managers Inc.47,887$3.04M0.2%+60.6%0.665%
11/6/2024Pinnacle 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%
10/28/2024Balanced 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%
10/23/2024Silver 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%
10/22/2024Private Advisor Group LLC14,866$943K0.0%+5.4%0.207%
10/18/2024Raymond James & Associates132,298$8.39M0.0%+58.1%1.845%
10/16/2024SPC Financial Inc.15,769$1M0.1%-3.7%0.220%
9/23/2024Centaurus Financial Inc.5,150$319K0.0%+27.2%0.073%
8/22/2024Cetera Investment Advisers18,357$1.14M0.0%-19.0%0.260%
8/21/2024SPC Financial Inc.16,376$1.01M0.1%+1.9%0.232%
8/21/2024Truist Financial Corp48,744$3.02M0.0%-0.8%0.691%
8/16/2024Northwestern Mutual Wealth Management Co.23,692$1.47M0.0%-7.1%0.336%
8/8/2024Envestnet Asset Management Inc.55,863$3.46M0.0%+179.6%0.792%
8/8/2024Valley Wealth Managers Inc.29,813$1.85M0.1%N/A0.423%
8/8/2024LPL Financial LLC573,002$35.49M0.0%-0.3%8.128%
8/5/2024Private Advisor Group LLC14,100$873K0.0%-15.2%0.200%
7/31/2024Nilsine Partners LLC25,428$1.58M0.2%+1.9%0.361%
7/30/2024WMG Financial Advisors LLC4,004$248K0.1%-9.0%0.057%
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7/26/2024Cambridge Investment Research Advisors Inc.58,352$3.61M0.0%+49.3%0.828%
7/23/2024Private 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%
7/19/2024Genesee 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%
7/12/2024Carr Financial Group Corp4,388$272K0.1%-18.1%0.062%
5/24/2024Cetera Advisors LLC8,688$498K0.0%+25.2%0.125%
5/4/2024SPC Financial Inc.16,068$922K0.1%+5.4%0.231%
5/1/2024StoneX 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%
4/30/2024Private Advisor Group LLC16,628$954K0.0%-15.2%0.239%
4/29/2024Reik & CO. LLC3,600$207K0.1%N/A0.052%
4/26/2024Carr Financial Group Corp5,360$308K0.1%+29.4%0.077%
4/25/2024Cambridge Investment Research Advisors Inc.39,075$2.24M0.0%+13.2%0.561%
4/24/2024Private Trust Co. NA19,287$1.11M0.1%-9.4%0.277%
4/23/2024Genesee 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%
4/13/2024IMC 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%
2/26/2024Centaurus Financial Inc.4,170$211K0.0%-30.2%0.059%
2/12/2024Steward Partners Investment Advisory LLC10,272$519K0.0%-12.7%0.147%
2/9/2024Advisory Services Network LLC4,804$243K0.0%N/A0.069%
2/9/2024Cambridge Investment Research Advisors Inc.34,509$1.74M0.0%+30.9%0.492%
2/9/2024UBS Group AG241,997$12.22M0.0%+106.6%3.452%
2/8/2024WMG 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%
2/7/2024Theory Financial LLC80,348$4.06M2.2%+2.2%1.146%
2/6/2024Balanced Wealth Group LLC8,453$427K0.2%N/A0.121%
2/6/2024Private Advisor Group LLC19,602$990K0.0%+10.1%0.280%
2/6/2024 Wealthcare Advisory Partners LLC17,033$860K0.0%-33.4%0.243%
2/6/2024 Merit Financial Group LLC151,213$7.64M0.2%+6.0%2.157%
2/5/2024Silver Oak Securities Incorporated31,634$1.60M0.2%+107.0%0.451%
2/5/2024Unique Wealth Strategies LLC61,629$3.11M2.1%N/A0.879%
2/2/2024Truist Financial Corp49,631$2.51M0.0%+7.9%0.708%
2/2/2024Atria Wealth Solutions Inc.9,955$503K0.0%+2.6%0.142%
1/31/2024Western Wealth Management LLC6,563$332K0.0%N/A0.093%
1/30/2024SVB Wealth LLC4,146$209K0.0%N/A0.059%
1/29/2024Genesee Capital Advisors LLC36,951$1.87M1.2%+5.7%0.523%
1/26/2024Carr Financial Group Corp4,142$209K0.1%N/A0.059%
1/24/2024Stratos Wealth Partners LTD.13,084$661K0.0%+32.4%0.185%
1/24/2024Nilsine Partners LLC25,144$1.27M0.2%N/A0.355%
1/22/2024Pinnacle Financial Partners Inc4,320$218K0.0%N/A0.061%
1/18/2024Global Retirement Partners LLC873$42K0.0%+75.3%0.012%
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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%
11/24/2023EP Wealth Advisors LLC21,048$930K0.0%+107.5%0.304%
11/20/2023Silver Oak Securities Incorporated15,279$675K0.1%+163.0%0.221%
11/15/2023Theory Financial LLC78,647$3.47M2.0%+177.6%1.137%
11/15/2023Scotia Capital Inc.9,745$430K0.0%+209.1%0.141%
11/15/2023Glenmede Trust Co. NA11,724$518K0.0%+200.0%0.169%
11/14/2023Samalin Investment Counsel LLC7,227$319K0.2%+198.1%0.104%
11/13/2023EPG Wealth Management LLC6,600$292K0.1%+200.0%0.095%
(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), Merit Financial Group LLC ($12.17M), Raymond James & Associates ($8.39M), and Janney Montgomery Scott LLC ($7.96M).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), Janney Montgomery Scott LLC ($145.63K), Raymond James & Associates ($138.28K), Merit Financial Group LLC ($104.96K), 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 2,447,135 shares in the last 24 months. This purchase volume represents approximately $119.32M in transactions.

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

Of the 35 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 ($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 193,038 shares in the last 24 months. This volume of shares sold represents approximately $12.68M in transactions.


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This page (NASDAQ:PTF) was last updated on 1/21/2025 by MarketBeat.com Staff
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