Free Trial
→ INSANE DRONE FOOTAGE (From Paradigm Press) (Ad)tc pixel Free PFI Stock Alerts

Invesco Dorsey Wright Financial Momentum ETF (PFI) Institutional Ownership

Invesco Dorsey Wright Financial Momentum ETF logo
$57.47 -0.36 (-0.62%)
Closing price 10/13/2026 03:46 PM Eastern
Extended Trading
$57.35 -0.12 (-0.21%)
As of 10/13/2026 04:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$4.05M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$44.45M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated Wealth Concepts LLC757$46K0.0%N/A0.080%
5/19/2026Bank of America Corp DE53,417$2.85M0.0%+0.6%8.616%
5/5/2026IMC Chicago LLC37,451$1.99M0.0%+16.1%6.040%
4/22/2026Janney Montgomery Scott LLC4,372$233K0.0%-95.2%0.705%
2/17/2026Cetera Investment Advisers5,116$295K0.0%+4.6%0.465%
2/17/2026Advisory Services Network LLC7,683$444K0.0%+11.1%0.698%
2/17/2026Royal Bank of Canada5,854$338K0.0%+9.4%0.532%
2/13/2026Kestra Advisory Services LLC2,000$115K0.0%N/A0.182%
2/13/2026Transamerica Financial Advisors LLC246,469$14.23M1.2%-8.7%22.406%
2/11/2026Janney Montgomery Scott LLC90,903$5.25M0.0%-7.8%8.264%
2/11/2026LPL Financial LLC24,193$1.40M0.0%-14.2%2.199%
2/10/2026Goldman Sachs Group Inc.6,839$395K0.0%-42.7%0.622%
2/5/2026AlphaCore Capital LLC17,847$1.03M0.0%N/A1.622%
1/30/2026Laurel Wealth Advisors LLC4,367$252K0.0%-53.7%0.397%
1/29/2026IMC Chicago LLC32,256$1.86M0.0%+26.6%2.932%
1/22/2026Darwin Wealth Management LLC598$35K0.0%N/A0.054%
1/21/2026Trueblood Wealth Management LLC7,405$427K0.2%+6.1%0.673%
1/16/2026Genesee Capital Advisors LLC9,247$534K0.2%+84.9%0.841%
1/15/2026Silver Oak Securities Incorporated5,721$334K0.0%-87.2%0.520%
11/18/2025Advisory Services Network LLC6,914$401K0.0%-3.4%0.629%
11/17/2025Susquehanna International Group LLP8,662$502K0.0%N/A0.787%
11/17/2025Citadel Advisors LLC7,449$432K0.0%+47.8%0.677%
11/17/2025Bank of America Corp DE52,808$3.06M0.0%-3.8%4.801%
11/17/2025Ameriprise Financial Inc.19,069$1.15M0.0%N/A1.734%
11/12/2025Laurel Wealth Advisors LLC9,425$546K0.1%-98.3%0.857%
11/4/2025IMC Chicago LLC25,483$1.48M0.0%-68.5%2.317%
11/4/2025Jones Financial Companies Lllp2,266$131K0.0%+24.2%0.206%
10/24/2025Trueblood Wealth Management LLC6,977$404K0.2%+4.1%0.634%
10/21/2025Silver Oak Securities Incorporated44,769$2.60M0.2%-2.3%4.070%
9/4/2025Osaic Holdings Inc.1,818$103K0.0%-29.3%0.165%
8/19/2025Advisory Services Network LLC7,155$400K0.0%+30.7%0.650%
8/18/2025Geneos Wealth Management Inc.1,800$102K0.0%+200.0%0.164%
8/15/2025Bank of America Corp DE54,876$3.11M0.0%-1.7%4.989%
8/14/2025Raymond James Financial Inc.5,602$318K0.0%-8.2%0.509%
8/14/2025Transamerica Financial Advisors LLC281,793$15.99M1.5%-3.6%25.618%
8/12/2025Laurel Wealth Advisors LLC554,536$31.46M0.0%+5,573.0%50.412%
8/8/2025Cetera Investment Advisers3,969$225K0.0%-24.0%0.361%
7/25/2025Genesee Capital Advisors LLC4,997$283K0.1%-71.5%0.454%
7/25/2025SPC Financial Inc.18,124$1.03M0.1%+4.5%1.648%
7/23/2025Trueblood Wealth Management LLC6,705$380K0.2%+10.3%0.610%
Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad)

In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's happening again this year. And next year. And the year after that. The people who understand this are already moving. In a free presentation I just recorded, I'm revealing what we call "The 2026 AI Gold Rush." The ONE AI-linked asset class the U.S. government has no choice but to fuel… and BlackRock, Goldman Sachs, and 170 public companies are already positioning into it. The same strategy that delivered 12,480% for Mastercard investors since its 2006 IPO. Sitting idle isn't "playing it safe." It's the most expensive decision you'll make this decade.tc pixel

Watch the free presentation (and see how to stop the purchasing power bleed) →
7/17/2025Janney Montgomery Scott LLC101,516$5.76M0.0%-13.9%9.229%
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%
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%
Why Some AI Stocks Already Surged Over 300 Percent (Ad)

Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run, and Vertiv before a 1900 percent run. Now he's tracking a radical light-speed technology that could make AI 100 times faster and 100 times more energy efficient. Stocks tied to it have already climbed 133 percent, 217 percent, and 320 percent.tc pixel

See the light-speed AI technology and get Jason's number one pick free
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%


PFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 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 30 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 70,488 shares in the last 24 months. This purchase volume represents approximately $4.05M in transactions.

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: 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 774,579 shares in the last 24 months. This volume of shares sold represents approximately $44.45M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
This AI fund posted a 34 percent annualized payout last month
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
Why Some AI Stocks Already Surged Over 300 Percent
Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run...
Brownstone Research | Sponsoredtc pixel
I'm giving you a space stock today. Free.
On December 8th, $600 billion in frozen SpaceX stock comes loose. Dylan Jovine says one simple purchase in any...
Behind the Markets | Sponsoredtc pixel