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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$63.93
-0.49 (-0.76%)
(As of 11/4/2024 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)
45
Total
Institutional Inflows
(last 12 months)
$85.40M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$5.01M
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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
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%
9/23/2024Centaurus Financial Inc.5,150$319K0.0%+27.2%0.073%
8/22/2024Cetera Investment Advisers18,357$1.14M0.0%-19.0%0.260%
8/21/2024 SPC 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%
8/5/2024 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%
7/16/2024Cooper 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%
5/1/2024StoneX 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%
4/30/2024 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%
4/24/2024Private 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%
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4/17/2024 Hennion & Walsh Asset Management Inc.8,250$473K0.0%-2.5%0.119%
4/15/2024Wealthcare Advisory Partners LLC12,747$731K0.0%-25.2%0.184%
4/13/2024 IMC Chicago LLC10,580$607K0.0%N/A0.153%
4/11/2024Cooper 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%
2/9/2024 Cambridge 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%
2/8/2024 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%
2/7/2024Theory 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%
2/6/2024Wealthcare 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%
2/2/2024Truist 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%
1/29/2024 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%
1/22/2024Pinnacle 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%
1/16/2024Cooper Financial Group7,015$354K0.1%+17.6%0.099%
11/24/2023EP Wealth Advisors LLC21,048$930K0.0%+107.5%0.304%
11/20/2023 Silver Oak Securities Incorporated15,279$675K0.1%+163.0%0.221%
11/15/2023Theory 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%
11/13/2023Stifel Financial Corp60,163$2.66M0.0%+1,074.4%0.869%
11/13/2023LPL Financial LLC476,416$21.04M0.0%+233.3%6.885%
11/13/2023PNC 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%
11/9/2023UBS Group AG117,152$5.18M0.0%+436.2%1.693%
11/8/2023HighTower Advisors LLC523,367$23.11M0.0%+2,867.3%7.563%
11/8/2023Pathstone Family Office LLC6,675$295K0.0%N/A0.096%
11/8/2023 Janney Montgomery Scott LLC150,856$6.66M0.0%+201.1%2.180%
11/8/2023Atria Wealth Solutions Inc.9,702$429K0.0%+167.9%0.140%
11/7/2023Merit Financial Group LLC142,654$6.30M0.2%+208.4%2.061%
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11/3/2023 Private Advisor Group LLC17,811$787K0.0%+100.0%0.257%
10/27/2023 Hennion & Walsh Asset Management Inc.8,710$385K0.0%N/A0.126%
10/26/2023MTM Investment Management LLC5,700$252K0.1%+200.0%0.082%
10/25/2023 Bellevue Asset Management LLC2,478$109K0.1%+200.0%0.036%
10/25/2023 Genesee Capital Advisors LLC34,947$1.54M1.1%+191.4%0.504%
10/24/2023Stratos Wealth Partners LTD.9,881$436K0.0%+221.3%0.143%
10/24/2023Raymond James Financial Services Advisors Inc.56,832$2.51M0.0%+463.7%0.820%
10/24/2023Raymond James & Associates100,442$4.44M0.0%+529.9%1.449%
10/24/2023 Mission Wealth Management LP24,300$1.07M0.0%+200.0%0.351%
10/24/2023 Cambridge Investment Research Advisors Inc.26,360$1.16M0.0%+263.2%0.380%
(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, 71 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 ($23.11M), UBS Group AG ($12.22M), MML Investors Services LLC ($11.25M), 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 ($505.73K), LPL Financial LLC ($409.10K), UBS Group AG ($223.46K), Merit Financial Group LLC ($191.21K), Janney Montgomery Scott LLC ($145.24K), Raymond James & Associates ($138.28K), and Theory Financial LLC ($80.44K).

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

Institutional investors have bought a total of 2,550,123 shares in the last 24 months. This purchase volume represents approximately $127.38M in transactions.

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

Of the 30 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), Wealthcare Advisory Partners LLC ($12.83K), CX Institutional ($7.95K), Private Advisor Group LLC ($5.50K), and Cetera Investment Advisers ($4.32K).

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

Institutional investors have sold a total of 145,495 shares in the last 24 months. This volume of shares sold represents approximately $9.61M in transactions.


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This page (NASDAQ:PTF) was last updated on 11/4/2024 by MarketBeat.com Staff
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