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Invesco Dorsey Wright Financial Momentum ETF (PFI) Institutional Ownership

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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)
3
Total
Institutional Inflows
(last 12 months)
$1.47M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$9.90M
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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
4/23/2024 Genesee 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%
10/24/2023 Cambridge 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%
7/13/2023 Cambridge 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%
2/9/2023 IMC Chicago LLC16,651$678K0.0%+9.4%0.979%
2/7/2023LPL Financial LLC94,990$3.87M0.0%+1.9%5.588%
2/3/2023 CX 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%
1/20/2023 Genesee 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%
11/8/2022 IMC Chicago LLC15,220$583K0.0%-8.4%0.895%
11/4/2022Consolidated Planning Corp41,013$1.57M0.5%N/A2.413%
11/4/2022 CX 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%
10/25/2022 Raymond James & Associates5,830$223K0.0%N/A0.343%
10/20/2022 Genesee Capital Advisors LLC25,753$987K0.8%N/A1.515%
10/20/2022Silver 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%
10/14/2022Private 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%
8/5/2022 IMC 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%
7/13/2022 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%
5/12/2022Transamerica 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%
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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%
5/11/2022 Raymond 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%
4/19/2022 IMC Chicago LLC13,116$644K0.0%N/A0.772%
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%
2/8/2022 Raymond 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%
2/8/2022 Raymond James & Associates14,806$809K0.0%+14.0%0.871%
2/4/2022Envestnet Asset Management Inc.15,552$850K0.0%-75.6%0.915%
2/3/2022 Cambridge 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%
2/3/2022Bellevue Asset Management LLC2,187$120K0.1%-8.8%0.129%
2/1/2022Centaurus Financial Inc.2,258$123K0.0%N/A0.133%
1/31/2022SPC Financial Inc.11,149$610K0.1%+3.7%0.656%
1/27/2022Janney Montgomery Scott LLC115,041$6.29M0.0%+12.8%6.767%
1/25/2022 Genesee Capital Advisors LLC13,983$764K0.4%+8.4%0.823%
1/18/2022 MinichMacGregor Wealth Management LLC6,918$378K0.1%-6.2%0.407%
11/16/2021Cetera Advisor Networks LLC12,554$666K0.0%+48.5%0.738%
11/16/2021Transamerica Financial Advisors Inc.1,635$87K2.4%N/A0.096%
11/16/2021LPL Financial LLC94,195$5.00M0.0%+221.7%5.541%
11/16/2021 Charter Trust Co.5,000$265K0.0%N/A0.294%
11/15/2021Flow Traders U.S. LLC5,555$295K0.0%N/A0.327%
11/15/2021Royal Bank of Canada33,176$1.76M0.0%+722.8%1.952%
11/12/2021Prospera Financial Services Inc12,613$669K0.0%N/A0.742%
11/5/2021SPC Financial Inc.10,753$570K0.1%N/A0.633%
11/5/2021Advisor Group Holdings Inc.13,049$692K0.0%+20.5%0.768%
11/2/2021 Raymond James Financial Services Advisors Inc.56,660$3.01M0.0%N/A3.333%
11/2/2021 Raymond James & Associates12,987$689K0.0%N/A0.764%
11/2/2021 Cambridge Investment Research Advisors Inc.11,513$611K0.0%+35.2%0.677%
10/29/2021Janney Montgomery Scott LLC102,023$5.41M0.0%N/A6.001%
10/28/2021 SignalPoint Asset Management LLC17,079$906K0.3%-2.2%1.005%
10/20/2021StoneX Group Inc.6,417$340K0.0%N/A0.377%
10/14/2021Private Advisor Group LLC67,744$3.59M0.0%N/A3.985%
10/14/2021 Genesee Capital Advisors LLC12,901$684K0.3%N/A0.759%
10/6/2021IFP Advisors Inc913$48K0.0%N/A0.054%
8/16/2021Bank of America Corp DE81,275$4.12M0.0%-0.4%4.838%
8/16/2021Royal Bank of Canada4,032$205K0.0%-46.2%0.240%
8/16/2021Morgan Stanley73,438$3.73M0.0%-1.7%4.371%
8/13/2021LPL Financial LLC29,284$1.49M0.0%-3.7%1.743%
8/11/2021Commonwealth Equity Services LLC6,398$324K0.0%+10.3%0.385%
8/6/2021 IMC Chicago LLC11,466$582K0.0%-10.1%0.745%
8/5/2021Orion Portfolio Solutions LLC12,072$613K0.0%-2.3%0.784%
8/4/2021Envestnet Asset Management Inc.96,693$4.91M0.0%-26.1%6.279%
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8/2/2021Advisor Group Holdings Inc.10,826$549K0.0%-9.1%0.975%
8/2/2021 MinichMacGregor Wealth Management LLC7,369$373K0.1%N/A0.664%
7/31/2021 Sunbelt Securities Inc.5,493$272K0.0%+21.0%0.495%
5/27/2021 Sunbelt Securities Inc.4,539$218K0.0%N/A0.436%
5/18/2021Morgan Stanley74,672$3.59M0.0%-21.2%7.180%
5/17/2021Royal Bank of Canada7,500$361K0.0%+17.9%0.694%
5/17/2021Captrust Financial Advisors798$38K0.0%+221.8%0.074%
5/17/2021Ameriprise Financial Inc.31,366$1.51M0.0%N/A2.904%
5/13/2021Proequities Inc.1,048$50K0.0%+460.4%0.096%
5/13/2021Citigroup Inc.600,000$28.86M0.0%N/A55.046%
(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, 21 institutional investors and hedge funds held shares of Invesco Dorsey Wright Financial Momentum ETF. The most heavily invested institutionals were Private Advisor Group LLC ($355.92M), Transamerica Financial Advisors Inc. ($10.85M), Raymond James Financial Services Advisors Inc. ($2.56M), Consolidated Planning Corp ($1.57M), Genesee Capital Advisors LLC ($1.31M), LPL Financial LLC ($920K), and SILVER OAK SECURITIES Inc ($718K).Learn more on PFI's institutional investors.

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

Of the 17 institutional investors that purchased Invesco Dorsey Wright Financial Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Transamerica Financial Advisors Inc. ($282.97K), Janney Montgomery Scott LLC ($107.21K), CX Institutional ($55.48K), Genesee Capital Advisors LLC ($55.14K), Consolidated Planning Corp ($41.01K), SILVER OAK SECURITIES Inc ($14.79K), and SPC Financial Inc. ($14.51K).

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

Institutional investors have bought a total of 623,579 shares in the last 24 months. This purchase volume represents approximately $47.65M in transactions.

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

Of the 12 institutional investors that sold Invesco Dorsey Wright Financial Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($223.52K), CX Institutional ($46.88K), Private Advisor Group LLC ($10.88K), Cambridge Investment Research Advisors Inc. ($7.52K), Cetera Advisor Networks LLC ($5.32K), Raymond James Financial Services Advisors Inc. ($3.23K), and Scotia Capital Inc. ($2.05K).

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

Institutional investors have sold a total of 303,654 shares in the last 24 months. This volume of shares sold represents approximately $23.82M in transactions.


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This page (NASDAQ:PFI) was last updated on 4/26/2024 by MarketBeat.com Staff

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