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Invesco Dorsey Wright Financial Momentum ETF (PFI) Institutional Ownership

Invesco Dorsey Wright Financial Momentum ETF logo
$62.81 +1.15 (+1.87%)
As of 03:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Financial Momentum ETF (NASDAQ:PFI)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$4.01M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$44.49M
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PFI Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Financial Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE53,417$2.85M0.0%+0.6%8.616%
5/5/2026 IMC Chicago LLC37,451$1.99M0.0%+16.1%6.040%
4/22/2026 Janney Montgomery Scott LLC4,372$233K0.0%-95.2%0.705%
2/17/2026 Cetera Investment Advisers5,116$295K0.0%+4.6%0.465%
2/17/2026 Advisory Services Network LLC7,683$444K0.0%+11.1%0.698%
2/17/2026 Royal Bank of Canada5,854$338K0.0%+9.4%0.532%
2/13/2026 Kestra Advisory Services LLC2,000$115K0.0%N/A0.182%
2/13/2026 Transamerica Financial Advisors LLC246,469$14.23M1.2%-8.7%22.406%
2/11/2026 Janney Montgomery Scott LLC90,903$5.25M0.0%-7.8%8.264%
2/11/2026 LPL Financial LLC24,193$1.40M0.0%-14.2%2.199%
2/10/2026 Goldman Sachs Group Inc.6,839$395K0.0%-42.7%0.622%
2/5/2026 AlphaCore Capital LLC17,847$1.03M0.0%N/A1.622%
1/30/2026 Laurel Wealth Advisors LLC4,367$252K0.0%-53.7%0.397%
1/29/2026 IMC Chicago LLC32,256$1.86M0.0%+26.6%2.932%
1/22/2026 Darwin Wealth Management LLC598$35K0.0%N/A0.054%
1/21/2026 Trueblood Wealth Management LLC7,405$427K0.2%+6.1%0.673%
1/16/2026 Genesee Capital Advisors LLC9,247$534K0.2%+84.9%0.841%
1/15/2026 Silver Oak Securities Incorporated5,721$334K0.0%-87.2%0.520%
11/18/2025 Advisory Services Network LLC6,914$401K0.0%-3.4%0.629%
11/17/2025 Susquehanna International Group LLP8,662$502K0.0%N/A0.787%
11/17/2025 Citadel Advisors LLC7,449$432K0.0%+47.8%0.677%
11/17/2025 Bank of America Corp DE52,808$3.06M0.0%-3.8%4.801%
11/17/2025 Ameriprise Financial Inc.19,069$1.15M0.0%N/A1.734%
11/12/2025 Laurel Wealth Advisors LLC9,425$546K0.1%-98.3%0.857%
11/4/2025 IMC Chicago LLC25,483$1.48M0.0%-68.5%2.317%
11/4/2025 Jones Financial Companies Lllp2,266$131K0.0%+24.2%0.206%
10/24/2025 Trueblood Wealth Management LLC6,977$404K0.2%+4.1%0.634%
10/21/2025 Silver Oak Securities Incorporated44,769$2.60M0.2%-2.3%4.070%
9/4/2025 Osaic Holdings Inc.1,818$103K0.0%-29.3%0.165%
8/19/2025 Advisory Services Network LLC7,155$400K0.0%+30.7%0.650%
8/18/2025 Geneos Wealth Management Inc.1,800$102K0.0%+200.0%0.164%
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%
7/25/2025SPC 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%
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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%
5/16/2025Jones 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%
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%
8/4/2023Parallel 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%
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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%


PFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 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 ($14.23M), Bank of America Corp DE ($2.85M), RPS Advisory Solutions LLC ($2.45M), IMC Chicago LLC ($1.99M), Blue Capital Inc. ($1.54M), and LPL Financial LLC ($1.40M).Learn more on Invesco Dorsey Wright Financial Momentum ETF's institutional investors.

Of the 29 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), RPS Advisory Solutions LLC ($43.04K), Blue Capital Inc. ($26.97K), IMC Chicago LLC ($23.51K), Silver Oak Securities Incorporated ($19.57K), Ameriprise Financial Inc. ($19.07K), and AlphaCore Capital LLC ($17.85K).

Institutional investors have bought a total of 69,731 shares in the last 24 months. This purchase volume represents approximately $4.01M in transactions.

Of the 10 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: Laurel Wealth Advisors LLC ($550.17K), Janney Montgomery Scott LLC ($94.22K), IMC Chicago LLC ($55.32K), Silver Oak Securities Incorporated ($40.11K), Transamerica Financial Advisors LLC ($23.36K), Goldman Sachs Group Inc. ($5.09K), and LPL Financial LLC ($4.01K).

Institutional investors have sold a total of 775,334 shares in the last 24 months. This volume of shares sold represents approximately $44.49M in transactions.


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Institutional ownership data for NASDAQ:PFI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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