Free Trial
→ This Signal Only Flashes Once Every 4 Years – And It Just Triggered (From Crypto Swap Profits) (Ad) Free PFI Stock Alerts

This company has been marked as potentially delisted and may not be actively trading.

Invesco Dorsey Wright Financial Momentum ETF (PFI) Institutional Ownership

Compare

Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Financial Momentum ETF (NASDAQ:PFI)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$13.38M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.75M
Get PFI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dorsey Wright Financial Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PFI Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Financial Momentum ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Farther Finance Advisors LLC16,818$954K0.0%+4.0%1.529%
7/11/2025Silver Oak Securities Incorporated45,828$2.60M0.2%+3.7%4.166%
5/16/2025Jones Financial Companies Lllp2,612$140K0.0%+677.4%0.223%
5/14/2025Transamerica Financial Advisors LLC292,323$15.63M1.6%+3.4%24.985%
5/8/2025SPC Financial Inc.17,337$927K0.1%+2.3%1.482%
5/7/2025LPL Financial LLC32,556$1.74M0.0%+43.4%2.783%
5/6/2025Cetera Investment Advisers5,220$279K0.0%-4.1%0.442%
4/29/2025Silver Oak Securities Incorporated44,184$2.33M0.2%+14.5%3.744%
4/22/2025Genesee Capital Advisors LLC17,558$938K0.5%-42.0%1.488%
4/17/2025Janney Montgomery Scott LLC117,963$6.31M0.0%-0.8%9.997%
4/15/2025Trueblood Wealth Management LLC6,078$325K0.2%N/A0.515%
4/14/2025Farther Finance Advisors LLC16,177$865K0.0%N/A1.371%
4/14/2025IMC Chicago LLC11,540$617K0.0%N/A0.978%
2/18/2025Sunbelt Securities Inc.8,477$481K0.0%N/A0.737%
2/18/2025First Heartland Consultants Inc.13,653$778K0.1%N/A1.187%
2/17/2025Blue Capital Inc.26,965$1.54M1.1%N/A2.345%
2/17/2025Citadel Advisors LLC5,975$341K0.0%N/A0.520%
2/17/2025Bank of America Corp DE57,277$3.27M0.0%+0.9%4.981%
2/13/2025Raymond James Financial Inc.5,357$305K0.0%N/A0.466%
2/13/2025Advisory Services Network LLC4,132$236K0.0%N/A0.359%
2/12/2025Transamerica Financial Advisors Inc.282,778$16.12M1.6%+4.5%24.589%
2/11/2025LPL Financial LLC22,698$1.29M0.0%+11.2%1.974%
2/6/2025Raymond James Financial Inc.5,357$305K0.0%N/A0.466%
2/3/2025RPS Advisory Solutions LLC43,038$2.45M1.5%N/A3.742%
2/3/2025Concurrent Investment Advisors LLC7,704$439K0.0%N/A0.670%
1/27/2025Silver Oak Securities Incorporated38,596$2.19M0.2%-0.6%3.356%
1/22/2025Genesee Capital Advisors LLC30,247$1.72M0.8%-3.0%2.630%
1/17/2025Janney Montgomery Scott LLC118,965$6.78M0.0%-0.8%10.345%
1/14/2025SignalPoint Asset Management LLC16,177$922K0.2%-2.0%1.407%
1/14/2025Laurel Wealth Advisors LLC9,775$557K0.1%N/A0.850%
11/13/2024Transamerica Financial Advisors Inc.270,587$14.98M1.5%+0.8%23.529%
11/12/2024Centaurus Financial Inc.2,375$131K0.0%N/A0.207%
10/29/2024Janney Montgomery Scott LLC119,872$6.64M0.0%-11.1%10.424%
10/23/2024Silver Oak Securities Incorporated38,830$2.15M0.2%+46.6%3.377%
10/16/2024SPC Financial Inc.16,892$935K0.1%-3.0%1.469%
10/7/2024SignalPoint Asset Management LLC16,508$912K0.2%-1.4%1.435%
8/21/2024SPC Financial Inc.17,414$850K0.1%+5.0%1.514%
7/26/2024Cambridge Investment Research Advisors Inc.37,189$1.82M0.0%+40.8%3.234%
7/19/2024Genesee Capital Advisors LLC31,118$1.52M0.7%+17.8%2.706%
5/8/2024Advisors Preferred LLC3,785$186K0.0%+74.3%0.329%
"I'm risking my reputation on this" (Ad)

Behind closed doors, away from the mainstream media's eyes, the smartest minds in crypto are all seeing the same signals. They're positioning themselves for something unprecedented. And after 17 million podcast downloads and over 600 insider interviews, I finally connected all the dots… What I discovered was so explosive, so potentially life-changing, that I had to put it all in a book.

Claim your FREE copy of Crypto Revolution now.
5/4/2024SPC Financial Inc.16,577$824K0.1%N/A1.441%
5/1/2024Janney Montgomery Scott LLC149,744$7.44M0.0%+1,789.3%13.021%
4/23/2024Genesee Capital Advisors LLC26,405$1.31M0.7%N/A2.296%
1/24/2024Advisors Preferred LLC2,171$96K0.0%N/A0.329%
11/8/2023Janney Montgomery Scott LLC7,920$328K0.0%-3.3%1.200%
10/24/2023Cambridge Investment Research Advisors Inc.5,273$218K0.0%-7.2%0.799%
8/4/2023 Parallel Advisors LLC1,326$56K0.0%N/A0.201%
7/31/2023LPL Financial LLC21,851$920K0.0%-3.7%3.311%
7/26/2023Janney Montgomery Scott LLC8,190$345K0.0%-60.0%1.154%
7/13/2023Cambridge Investment Research Advisors Inc.5,684$239K0.0%-18.9%0.801%
5/9/2023Bellevue Asset Management LLC1,472$59K0.0%-18.8%0.202%
4/28/2023Janney Montgomery Scott LLC20,473$816K0.0%-85.0%2.805%
2/9/2023Scotia Capital Inc.6,960$284K0.0%-22.8%0.409%
2/9/2023IMC Chicago LLC16,651$678K0.0%+9.4%0.979%
2/7/2023LPL Financial LLC94,990$3.87M0.0%+1.9%5.588%
2/3/2023CX Institutional8,605$351K0.0%-84.5%0.506%
2/2/2023Silver Oak Securities Incorporated15,097$615K0.1%-5.7%0.888%
2/1/2023Janney Montgomery Scott LLC136,420$5.56M0.0%-1.6%8.025%
2/1/2023SPC Financial Inc.13,484$549K0.1%+11.2%0.793%
1/20/2023Genesee Capital Advisors LLC26,410$1.08M0.8%+2.6%1.554%
1/18/2023Private Advisor Group LLC66,983$355.92M0.0%+8.3%3.940%
11/15/2022Lansing Street Advisors720$28K0.0%N/A0.042%
11/14/2022Transamerica Financial Advisors Inc.283,285$10.85M1.6%+88,983.3%16.664%
11/8/2022IMC Chicago LLC15,220$583K0.0%-8.4%0.895%
11/4/2022Consolidated Planning Corp41,013$1.57M0.5%N/A2.413%
11/4/2022CX Institutional55,484$2.13M0.1%N/A3.264%
10/27/2022SPC Financial Inc.12,123$464K0.1%N/A0.713%
10/25/2022Janney Montgomery Scott LLC138,620$5.31M0.0%+341.3%8.154%
10/25/2022Raymond James & Associates5,830$223K0.0%N/A0.343%
10/20/2022Genesee Capital Advisors LLC25,753$987K0.8%N/A1.515%
10/20/2022Silver Oak Securities Incorporated16,009$613K0.1%+89.2%0.942%
10/17/2022Cambridge Investment Research Advisors Inc.7,166$275K0.0%-15.3%0.422%
10/14/2022Private Advisor Group LLC61,870$2.37M0.0%+13.5%3.639%
8/13/2022Flow Traders U.S. LLC9,844$390K0.0%+111.6%0.579%
8/11/2022Cetera Advisor Networks LLC7,694$305K0.0%-37.4%0.453%
8/5/2022IMC Chicago LLC16,609$659K0.0%+26.6%0.977%
8/3/2022Janney Montgomery Scott LLC31,411$1.26M0.0%-74.7%1.848%
7/13/2022Private Advisor Group LLC54,524$2.16M0.0%-12.4%3.207%
7/13/2022Cambridge Investment Research Advisors Inc.8,462$336K0.0%-34.7%0.498%
5/25/2022Genesee Capital Advisors LLC16,304$801K0.4%+16.6%0.959%
5/12/2022Transamerica Financial Advisors Inc.1,203$60K2.1%-25.1%0.071%
5/12/2022Private Advisor Group LLC62,257$3.06M0.0%-4.8%3.662%
5/12/2022Cetera Advisor Networks LLC12,288$604K0.0%-5.6%0.723%
5/11/2022Bellevue Asset Management LLC1,812$90K0.1%-17.1%0.107%
5/11/2022Raymond James Financial Services Advisors Inc.52,012$2.56M0.0%-5.9%3.060%
5/10/2022SILVER OAK SECURITIES Inc14,787$718K0.1%N/A0.870%
5/9/2022Scotia Capital Inc.9,953$489K0.0%N/A0.585%
5/9/2022Lansing Street Advisors611$30K0.0%N/A0.036%
5/2/2022SPC Financial Inc.12,173$598K0.1%+9.2%0.716%
4/19/2022IMC Chicago LLC13,116$644K0.0%N/A0.772%
Hedge fund legend humiliates Bitcoin traders (Ad)

Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% worldwide. Now he’s applying the same expertise to the Bitcoin market. His system tracks 19 indicators to find quick Bitcoin profit opportunities.

Now he’s revealing the entire thing… FREE.
2/14/2022LPL Financial LLC175,069$9.57M0.0%+85.9%10.298%
2/10/2022Private Advisor Group LLC65,402$3.58M0.0%-3.5%3.847%
2/9/2022Orion Portfolio Solutions LLC8,915$487K0.0%-25.5%0.524%
2/8/2022Raymond James Financial Services Advisors Inc.55,244$3.02M0.0%-2.5%3.250%
2/8/2022MTM Investment Management LLC3,225$176K0.1%+370.8%0.190%
2/8/2022Bank of America Corp DE77,743$4.25M0.0%-19.4%4.573%
2/8/2022Raymond James & Associates14,806$809K0.0%+14.0%0.871%
2/4/2022Envestnet Asset Management Inc.15,552$850K0.0%-75.6%0.915%
2/3/2022Cambridge Investment Research Advisors Inc.14,084$770K0.0%+22.3%0.828%
2/3/2022Advisor Group Holdings Inc.9,452$517K0.0%-27.6%0.556%
(Data available from 1/1/2016 forward)

PFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFI shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Invesco Dorsey Wright Financial Momentum ETF. The most heavily invested institutionals were Transamerica Financial Advisors Inc. ($16.12M), Transamerica Financial Advisors LLC ($15.63M), Janney Montgomery Scott LLC ($6.31M), Bank of America Corp DE ($3.27M), Silver Oak Securities Incorporated ($2.60M), RPS Advisory Solutions LLC ($2.45M), and Cambridge Investment Research Advisors Inc. ($1.82M).Learn more on Invesco Dorsey Wright Financial Momentum ETF's institutional investors.

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

Of the 25 institutional investors that purchased Invesco Dorsey Wright Financial Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($141.82K), RPS Advisory Solutions LLC ($43.04K), Genesee Capital Advisors LLC ($31.12K), Blue Capital Inc. ($26.97K), Silver Oak Securities Incorporated ($19.57K), SPC Financial Inc. ($17.80K), and Farther Finance Advisors LLC ($16.82K).

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

Institutional investors have bought a total of 242,322 shares in the last 24 months. This purchase volume represents approximately $13.38M in transactions.

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

The following institutional investors have sold Invesco Dorsey Wright Financial Momentum ETF stock in the last 24 months: Janney Montgomery Scott LLC ($16.83K), Genesee Capital Advisors LLC ($13.64K), SignalPoint Asset Management LLC ($566.00), SPC Financial Inc. ($522.00), Silver Oak Securities Incorporated ($234.00), and Cetera Investment Advisers ($222.00).

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

Institutional investors have sold a total of 32,012 shares in the last 24 months. This volume of shares sold represents approximately $1.75M in transactions.


Related Companies

This page (NASDAQ:PFI) was last updated on 7/13/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored