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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$56.31 +0.36 (+0.64%)
Closing price 04/15/2025 03:59 PM Eastern
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$55.78 -0.53 (-0.95%)
As of 07:00 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)
51
Total
Institutional Inflows
(last 12 months)
$85.42M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$15.75M
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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
4/15/2025Trueblood Wealth Management LLC5,004$295K0.1%N/A0.081%
4/15/2025Wealthcare 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%
2/24/2025Ameriflex Group Inc.4,231$306K0.1%N/A0.054%
2/18/2025Western Wealth Management LLC4,087$297K0.1%-29.9%0.052%
2/17/2025Cetera 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%
2/17/2025Aptus Capital Advisors LLC1,500$109K0.0%N/A0.019%
2/14/2025Comerica Bank10,108$733K0.0%-15.2%0.129%
2/14/2025Berger Financial Group Inc3,014$219K0.0%N/A0.038%
2/14/2025MGO One Seven LLC9,838$714K0.0%+8.3%0.125%
2/14/2025Stifel Financial Corp62,273$4.52M0.0%-1.8%0.792%
2/14/2025OneDigital 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%
2/13/2025Envestnet 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%
2/11/2025Samalin Investment Counsel LLC6,547$475K0.2%-3.4%0.083%
2/10/2025Commonwealth Equity Services LLC4,762$346K0.0%-19.2%0.061%
2/7/2025HighTower Advisors LLC476,565$34.58M0.0%-0.1%6.063%
2/6/2025Bellevue Asset Management LLC2,103$153K0.1%-15.1%0.027%
2/6/2025Raymond James Financial Inc.299,735$21.75M0.0%N/A3.813%
2/6/2025SPC 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%
2/5/2025Evergreen Advisors LLC3,150$229K0.1%N/A0.040%
2/4/2025Theory Financial LLC88,353$6.41M2.7%-10.8%1.124%
2/3/2025Sigma Planning Corp7,673$557K0.0%N/A0.098%
2/3/2025Legacy Capital Group California Inc.3,255$236K0.1%N/A0.041%
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2/3/2025Concurrent Investment Advisors LLC6,280$456K0.0%N/A0.080%
2/3/2025Private Advisor Group LLC14,263$1.04M0.0%-4.1%0.181%
1/31/2025Valley Wealth Managers Inc.45,794$3.32M0.2%-4.4%0.586%
1/31/2025Atria Wealth Solutions Inc.14,753$1.07M0.0%+57.9%0.189%
1/31/2025Truist Financial Corp48,434$3.51M0.0%-0.7%0.619%
1/30/2025Scarborough Advisors LLC69,212$5.02M0.7%N/A0.885%
1/28/2025Golden State Wealth Management LLC22,790$1.65M0.2%N/A0.291%
1/27/2025Silver Oak Securities Incorporated32,690$2.39M0.2%-10.3%0.411%
1/24/2025Journey Strategic Wealth LLC3,000$218K0.0%N/A0.038%
1/24/2025Western Financial Corp CA5,802$421K0.2%-7.6%0.073%
1/23/2025DMC Group LLC3,441$250K0.2%N/A0.044%
1/22/2025Genesee Capital Advisors LLC34,100$2.47M1.2%-14.7%0.431%
1/22/2025Nilsine Partners LLC25,743$1.87M0.2%-2.6%0.325%
1/21/2025Geneos Wealth Management Inc.4,541$329K0.0%+20.4%0.057%
1/17/2025Janney 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%
1/14/2025SignalPoint 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%
1/13/2025Cooper 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%
10/30/2024MinichMacGregor Wealth Management LLC5,675$360K0.1%-5.8%0.079%
10/29/2024Janney 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%
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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%
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%
(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, 95 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 MML Investors Services LLC ($11.31M).Learn more on PTF's institutional investors.

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

Of the 86 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 3,326,219 shares in the last 24 months. This purchase volume represents approximately $181.73M 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 ($120.20K), Janney Montgomery Scott LLC ($27.79K), Private Trust Co. NA ($18.44K), Raymond James & Associates ($17.89K), Envestnet Asset Management Inc. ($17.46K), Wealthcare Advisory Partners LLC ($16.47K), and IHT Wealth Management LLC ($13.94K).

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

Institutional investors have sold a total of 317,566 shares in the last 24 months. This volume of shares sold represents approximately $20.59M in transactions.


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This page (NASDAQ:PTF) was last updated on 4/16/2025 by MarketBeat.com Staff
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