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Invesco Dorsey Wright Financial Momentum ETF (PFI) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$43.48M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.13M
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PFI Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Financial Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE54,876$3.11M0.0%-1.7%4.989%
8/14/2025 Raymond James Financial Inc.5,602$318K0.0%-8.2%0.509%
8/14/2025 Transamerica Financial Advisors LLC281,793$15.99M1.5%-3.6%25.618%
8/12/2025 Laurel Wealth Advisors LLC554,536$31.46M0.0%+5,573.0%50.412%
8/8/2025 Cetera Investment Advisers3,969$225K0.0%-24.0%0.361%
7/25/2025 Genesee Capital Advisors LLC4,997$283K0.1%-71.5%0.454%
7/25/2025 SPC Financial Inc.18,124$1.03M0.1%+4.5%1.648%
7/23/2025 Trueblood Wealth Management LLC6,705$380K0.2%+10.3%0.610%
7/17/2025 Janney Montgomery Scott LLC101,516$5.76M0.0%-13.9%9.229%
7/11/2025 Farther Finance Advisors LLC16,818$954K0.0%+4.0%1.529%
7/11/2025 Silver Oak Securities Incorporated45,828$2.60M0.2%+3.7%4.166%
5/16/2025 Jones Financial Companies Lllp2,612$140K0.0%+677.4%0.223%
5/14/2025 Transamerica Financial Advisors LLC292,323$15.63M1.6%+3.4%24.985%
5/8/2025 SPC Financial Inc.17,337$927K0.1%+2.3%1.482%
5/7/2025 LPL Financial LLC32,556$1.74M0.0%+43.4%2.783%
5/6/2025 Cetera Investment Advisers5,220$279K0.0%-4.1%0.442%
4/29/2025 Silver Oak Securities Incorporated44,184$2.33M0.2%+14.5%3.744%
4/22/2025 Genesee Capital Advisors LLC17,558$938K0.5%-42.0%1.488%
4/17/2025 Janney Montgomery Scott LLC117,963$6.31M0.0%-0.8%9.997%
4/15/2025 Trueblood Wealth Management LLC6,078$325K0.2%N/A0.515%
4/14/2025 Farther Finance Advisors LLC16,177$865K0.0%N/A1.371%
4/14/2025 IMC Chicago LLC11,540$617K0.0%N/A0.978%
2/18/2025 Sunbelt Securities Inc.8,477$481K0.0%N/A0.737%
2/18/2025First Heartland Consultants Inc.13,653$778K0.1%N/A1.187%
2/17/2025 Blue Capital Inc.26,965$1.54M1.1%N/A2.345%
2/17/2025 Citadel Advisors LLC5,975$341K0.0%N/A0.520%
2/17/2025 Bank of America Corp DE57,277$3.27M0.0%+0.9%4.981%
2/13/2025 Raymond James Financial Inc.5,357$305K0.0%N/A0.466%
2/13/2025Advisory Services Network LLC4,132$236K0.0%N/A0.359%
2/12/2025 Transamerica Financial Advisors Inc.282,778$16.12M1.6%+4.5%24.589%
2/11/2025 LPL Financial LLC22,698$1.29M0.0%+11.2%1.974%
2/6/2025 Raymond James Financial Inc.5,357$305K0.0%N/A0.466%
2/3/2025 RPS Advisory Solutions LLC43,038$2.45M1.5%N/A3.742%
2/3/2025 Concurrent Investment Advisors LLC7,704$439K0.0%N/A0.670%
1/27/2025 Silver Oak Securities Incorporated38,596$2.19M0.2%-0.6%3.356%
1/22/2025 Genesee Capital Advisors LLC30,247$1.72M0.8%-3.0%2.630%
1/17/2025 Janney Montgomery Scott LLC118,965$6.78M0.0%-0.8%10.345%
1/14/2025SignalPoint Asset Management LLC16,177$922K0.2%-2.0%1.407%
1/14/2025 Laurel Wealth Advisors LLC9,775$557K0.1%N/A0.850%
11/13/2024 Transamerica Financial Advisors Inc.270,587$14.98M1.5%+0.8%23.529%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
11/12/2024Centaurus Financial Inc.2,375$131K0.0%N/A0.207%
10/29/2024 Janney Montgomery Scott LLC119,872$6.64M0.0%-11.1%10.424%
10/23/2024 Silver Oak Securities Incorporated38,830$2.15M0.2%+46.6%3.377%
10/16/2024 SPC Financial Inc.16,892$935K0.1%-3.0%1.469%
10/7/2024SignalPoint Asset Management LLC16,508$912K0.2%-1.4%1.435%
8/21/2024 SPC Financial Inc.17,414$850K0.1%+5.0%1.514%
7/26/2024 Cambridge Investment Research Advisors Inc.37,189$1.82M0.0%+40.8%3.234%
7/19/2024 Genesee Capital Advisors LLC31,118$1.52M0.7%+17.8%2.706%
5/8/2024 Advisors Preferred LLC3,785$186K0.0%+74.3%0.329%
5/4/2024 SPC Financial Inc.16,577$824K0.1%N/A1.441%
5/1/2024 Janney Montgomery Scott LLC149,744$7.44M0.0%+1,789.3%13.021%
4/23/2024 Genesee Capital Advisors LLC26,405$1.31M0.7%N/A2.296%
1/24/2024 Advisors Preferred LLC2,171$96K0.0%N/A0.329%
11/8/2023 Janney Montgomery Scott LLC7,920$328K0.0%-3.3%1.200%
10/24/2023 Cambridge Investment Research Advisors Inc.5,273$218K0.0%-7.2%0.799%
8/4/2023 Parallel Advisors LLC1,326$56K0.0%N/A0.201%
7/31/2023 LPL Financial LLC21,851$920K0.0%-3.7%3.311%
7/26/2023 Janney Montgomery Scott LLC8,190$345K0.0%-60.0%1.154%
7/13/2023 Cambridge Investment Research Advisors Inc.5,684$239K0.0%-18.9%0.801%
5/9/2023 Bellevue Asset Management LLC1,472$59K0.0%-18.8%0.202%
4/28/2023 Janney Montgomery Scott LLC20,473$816K0.0%-85.0%2.805%
2/9/2023 Scotia Capital Inc.6,960$284K0.0%-22.8%0.409%
2/9/2023 IMC Chicago LLC16,651$678K0.0%+9.4%0.979%
2/7/2023 LPL Financial LLC94,990$3.87M0.0%+1.9%5.588%
2/3/2023 CX Institutional8,605$351K0.0%-84.5%0.506%
2/2/2023 Silver Oak Securities Incorporated15,097$615K0.1%-5.7%0.888%
2/1/2023 Janney Montgomery Scott LLC136,420$5.56M0.0%-1.6%8.025%
2/1/2023 SPC Financial Inc.13,484$549K0.1%+11.2%0.793%
1/20/2023 Genesee Capital Advisors LLC26,410$1.08M0.8%+2.6%1.554%
1/18/2023 Private Advisor Group LLC66,983$355.92M0.0%+8.3%3.940%
11/15/2022 Lansing Street Advisors720$28K0.0%N/A0.042%
11/14/2022 Transamerica Financial Advisors Inc.283,285$10.85M1.6%+88,983.3%16.664%
11/8/2022 IMC Chicago LLC15,220$583K0.0%-8.4%0.895%
11/4/2022 Consolidated Planning Corp41,013$1.57M0.5%N/A2.413%
11/4/2022 CX Institutional55,484$2.13M0.1%N/A3.264%
10/27/2022 SPC Financial Inc.12,123$464K0.1%N/A0.713%
10/25/2022 Janney Montgomery Scott LLC138,620$5.31M0.0%+341.3%8.154%
10/25/2022Raymond James & Associates5,830$223K0.0%N/A0.343%
10/20/2022 Genesee Capital Advisors LLC25,753$987K0.8%N/A1.515%
10/20/2022 Silver Oak Securities Incorporated16,009$613K0.1%+89.2%0.942%
10/17/2022 Cambridge Investment Research Advisors Inc.7,166$275K0.0%-15.3%0.422%
10/14/2022 Private Advisor Group LLC61,870$2.37M0.0%+13.5%3.639%
8/13/2022 Flow Traders U.S. LLC9,844$390K0.0%+111.6%0.579%
8/11/2022Cetera Advisor Networks LLC7,694$305K0.0%-37.4%0.453%
8/5/2022 IMC Chicago LLC16,609$659K0.0%+26.6%0.977%
8/3/2022 Janney Montgomery Scott LLC31,411$1.26M0.0%-74.7%1.848%
7/13/2022 Private Advisor Group LLC54,524$2.16M0.0%-12.4%3.207%
7/13/2022 Cambridge Investment Research Advisors Inc.8,462$336K0.0%-34.7%0.498%
5/25/2022 Genesee Capital Advisors LLC16,304$801K0.4%+16.6%0.959%
5/12/2022 Transamerica Financial Advisors Inc.1,203$60K2.1%-25.1%0.071%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
5/12/2022 Private Advisor Group LLC62,257$3.06M0.0%-4.8%3.662%
5/12/2022Cetera Advisor Networks LLC12,288$604K0.0%-5.6%0.723%
5/11/2022 Bellevue 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%
5/10/2022 SILVER OAK SECURITIES Inc14,787$718K0.1%N/A0.870%
5/9/2022 Scotia Capital Inc.9,953$489K0.0%N/A0.585%
5/9/2022 Lansing Street Advisors611$30K0.0%N/A0.036%
5/2/2022 SPC Financial Inc.12,173$598K0.1%+9.2%0.716%
4/19/2022 IMC Chicago LLC13,116$644K0.0%N/A0.772%
2/14/2022 LPL Financial LLC175,069$9.57M0.0%+85.9%10.298%
(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, 26 institutional investors and hedge funds held shares of Invesco Dorsey Wright Financial Momentum ETF. The most heavily invested institutionals were Laurel Wealth Advisors LLC ($31.46M), Transamerica Financial Advisors Inc. ($16.12M), Transamerica Financial Advisors LLC ($15.99M), Janney Montgomery Scott LLC ($5.76M), Bank of America Corp DE ($3.11M), Silver Oak Securities Incorporated ($2.60M), and RPS Advisory Solutions LLC ($2.45M).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 24 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: Laurel Wealth Advisors LLC ($554.54K), 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), and SPC Financial Inc. ($18.59K).

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

Institutional investors have bought a total of 773,001 shares in the last 24 months. This purchase volume represents approximately $43.48M in transactions.

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

Of the 9 institutional investors that sold Invesco Dorsey Wright Financial Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($33.28K), Genesee Capital Advisors LLC ($26.20K), Transamerica Financial Advisors LLC ($10.53K), Cetera Investment Advisers ($1.47K), Bank of America Corp DE ($933.00), SignalPoint Asset Management LLC ($566.00), and SPC Financial Inc. ($522.00).

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

Institutional investors have sold a total of 74,236 shares in the last 24 months. This volume of shares sold represents approximately $4.13M in transactions.



This page (NASDAQ:PFI) was last updated on 8/17/2025 by MarketBeat.com Staff
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