Free Trial
→ Virtually Limitless Energy? (From Stansberry Research) (Ad) Buy PTF Stock  Free PTF Stock Alerts

Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$59.42 +0.60 (+1.02%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$89.01M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$15.50M
Get PTF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dorsey Wright Technology 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

PTF Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Technology Momentum ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Stratos Wealth Partners LTD.10,591$624K0.0%-6.1%0.172%
4/29/2025 Envestnet Asset Management Inc.16,475$971K0.0%+26.2%0.268%
4/28/2025 Private Trust Co. NA3,412$201K0.0%+19.6%0.055%
4/25/2025 MorganRosel Wealth Management LLC754$44K0.0%N/A0.012%
4/25/2025 Guerra Advisors Inc41,822$2.47M1.4%+11.9%0.675%
4/24/2025 Golden State Wealth Management LLC23,284$1.37M0.2%+2.2%0.376%
4/23/2025 Western Financial Corp CA6,206$366K0.2%+7.0%0.100%
4/23/2025 Golden State Wealth Management LLC46,563$2.75M0.2%+104.3%0.751%
4/22/2025 Cambridge Investment Research Advisors Inc.95,925$5.66M0.0%+59.4%1.547%
4/22/2025 Genesee Capital Advisors LLC19,423$1.15M0.6%-43.0%0.313%
4/22/2025 MinichMacGregor Wealth Management LLC5,982$353K0.1%+7.3%0.096%
4/22/2025 Nilsine Partners LLC21,787$1.29M0.1%-15.4%0.351%
4/22/2025 Carr Financial Group Corp4,250$251K0.1%-5.2%0.069%
4/17/2025 Janney Montgomery Scott LLC109,541$6.46M0.0%-0.2%1.764%
4/15/2025 Trueblood Wealth Management LLC5,004$295K0.1%N/A0.081%
4/15/2025 Wealthcare Advisory Partners LLC6,041$356K0.0%-37.6%0.091%
4/14/2025 Farther Finance Advisors LLC32,782$1.95M0.0%N/A0.491%
4/14/2025 IMC Chicago LLC33,924$2M0.0%N/A0.509%
4/14/2025 Outlook Wealth Advisors LLC26,370$1.56M0.4%+26.6%0.395%
4/9/2025 Merit Financial Group LLC92,742$5.47M0.1%-44.7%1.247%
3/24/2025Fulcrum Equity Management15,454$1.12M1.1%N/A0.197%
3/12/2025Centaurus Financial Inc.1,700$123K0.0%-22.7%0.022%
2/24/2025Ameriflex Group Inc.4,231$306K0.1%N/A0.054%
2/18/2025 Western Wealth Management LLC4,087$297K0.1%-29.9%0.052%
2/17/2025Cetera Investment Advisers19,668$1.43M0.0%+5.6%0.250%
2/17/2025Bank of America Corp DE248,083$18.00M0.0%-3.2%3.156%
2/17/2025Ameriprise Financial Inc.120,737$8.76M0.0%+30.8%1.536%
2/17/2025Aptus Capital Advisors LLC1,500$109K0.0%N/A0.019%
2/14/2025Comerica Bank10,108$733K0.0%-15.2%0.129%
2/14/2025Berger Financial Group Inc3,014$219K0.0%N/A0.038%
2/14/2025MGO One Seven LLC9,838$714K0.0%+8.3%0.125%
2/14/2025Stifel Financial Corp62,273$4.52M0.0%-1.8%0.792%
2/14/2025 OneDigital Investment Advisors LLC2,803$203K0.0%N/A0.036%
2/14/2025MML Investors Services LLC155,898$11.31M0.0%+49.1%1.983%
2/13/2025Mariner LLC3,040$221K0.0%-12.1%0.039%
2/13/2025Raymond James Financial Inc.299,735$21.75M0.0%N/A3.813%
2/13/2025Advisory Services Network LLC9,286$674K0.0%+34.7%0.118%
2/13/2025 Envestnet Asset Management Inc.13,057$947K0.0%-57.2%0.166%
2/13/2025Wells Fargo & Company MN132,604$9.62M0.0%+3.8%1.687%
2/12/2025StoneX Group Inc.33,687$2.44M0.2%-0.6%0.429%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
2/12/2025Transamerica Financial Advisors Inc.248,394$18.02M1.8%+4.0%3.160%
2/11/2025LPL Financial LLC627,147$45.51M0.0%+8.7%7.979%
2/11/2025Samalin Investment Counsel LLC6,547$475K0.2%-3.4%0.083%
2/10/2025Commonwealth Equity Services LLC4,762$346K0.0%-19.2%0.061%
2/7/2025HighTower Advisors LLC476,565$34.58M0.0%-0.1%6.063%
2/6/2025 Bellevue Asset Management LLC2,103$153K0.1%-15.1%0.027%
2/6/2025Raymond James Financial Inc.299,735$21.75M0.0%N/A3.813%
2/6/2025SPC Financial Inc.15,621$1.13M0.1%-0.9%0.199%
2/6/2025Jones Financial Companies Lllp1,708$124K0.0%+143.3%0.022%
2/5/2025Maia Wealth LLC4,487$309K0.1%N/A0.057%
2/5/2025Evergreen Advisors LLC3,150$229K0.1%N/A0.040%
2/4/2025Theory Financial LLC88,353$6.41M2.7%-10.8%1.124%
2/3/2025Sigma Planning Corp7,673$557K0.0%N/A0.098%
2/3/2025Legacy Capital Group California Inc.3,255$236K0.1%N/A0.041%
2/3/2025 Concurrent Investment Advisors LLC6,280$456K0.0%N/A0.080%
2/3/2025Private Advisor Group LLC14,263$1.04M0.0%-4.1%0.181%
1/31/2025Valley Wealth Managers Inc.45,794$3.32M0.2%-4.4%0.586%
1/31/2025Atria Wealth Solutions Inc.14,753$1.07M0.0%+57.9%0.189%
1/31/2025 Truist Financial Corp48,434$3.51M0.0%-0.7%0.619%
1/30/2025Scarborough Advisors LLC69,212$5.02M0.7%N/A0.885%
1/28/2025 Golden State Wealth Management LLC22,790$1.65M0.2%N/A0.291%
1/27/2025 Silver Oak Securities Incorporated32,690$2.39M0.2%-10.3%0.411%
1/24/2025Journey Strategic Wealth LLC3,000$218K0.0%N/A0.038%
1/24/2025 Western Financial Corp CA5,802$421K0.2%-7.6%0.073%
1/23/2025DMC Group LLC3,441$250K0.2%N/A0.044%
1/22/2025 Genesee Capital Advisors LLC34,100$2.47M1.2%-14.7%0.431%
1/22/2025 Nilsine Partners LLC25,743$1.87M0.2%-2.6%0.325%
1/21/2025Geneos Wealth Management Inc.4,541$329K0.0%+20.4%0.057%
1/17/2025 Janney Montgomery Scott LLC109,764$7.96M0.0%+0.4%1.388%
1/15/2025 Merit Financial Group LLC167,759$12.17M0.2%-3.0%2.121%
1/15/2025 Hennion & Walsh Asset Management Inc.7,330$532K0.0%-7.2%0.093%
1/14/2025SignalPoint Asset Management LLC32,882$2.39M0.6%-0.7%0.417%
1/14/2025 Outlook Wealth Advisors LLC20,837$1.51M0.4%-5.5%0.264%
1/13/2025Cooper Financial Group4,405$320K0.0%-22.5%0.056%
11/15/2024MML Investors Services LLC104,537$6.63M0.0%-5.4%1.452%
11/15/2024Jane Street Group LLC4,078$259K0.0%N/A0.057%
11/15/2024Stifel Financial Corp63,388$4.02M0.0%+8.2%0.880%
11/15/2024IHT Wealth Management LLC3,800$241K0.0%-78.6%0.053%
11/15/2024HighTower Advisors LLC477,258$30.27M0.0%+0.1%6.629%
11/13/2024Transamerica Financial Advisors Inc.238,769$15.15M1.5%-0.1%3.316%
11/13/2024 Private Trust Co. NA2,854$181K0.0%-85.2%0.040%
11/12/2024Centaurus Financial Inc.2,200$140K0.0%-57.3%0.031%
11/12/2024StoneX Group Inc.33,883$2.15M0.2%+5.6%0.471%
11/12/2024KKM Financial LLC5,830$370K0.2%+4.1%0.081%
11/8/2024Prospera Financial Services Inc6,576$417K0.0%-3.2%0.091%
11/7/2024Theory Financial LLC99,014$6.36M2.4%+22.3%1.375%
11/6/2024Valley Wealth Managers Inc.47,887$3.04M0.2%+60.6%0.665%
11/6/2024 Pinnacle Financial Partners Inc3,320$211K0.0%-41.2%0.046%
10/30/2024 MinichMacGregor Wealth Management LLC5,675$360K0.1%-5.8%0.079%
10/29/2024 Janney Montgomery Scott LLC109,371$6.94M0.0%-10.0%1.521%
The next market Nvidia is positioned to dominate … (Ad)

Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang said, "The ChatGPT moment for robotics is right around the corner." In fact, I believe these robots could impact 65 million Americans lives — this year. And one stock — currently priced around $7 — could be the biggest winner.

To see a live demonstration with one of these robots, simply click here.
10/28/2024 Balanced Wealth Group LLC6,812$432K0.2%-15.8%0.095%
10/23/2024 Outlook Wealth Advisors LLC22,061$1.40M0.4%+5.6%0.308%
10/23/2024 Silver Oak Securities Incorporated36,441$2.32M0.2%+60.7%0.508%
10/23/2024 Hennion & Walsh Asset Management Inc.7,895$502K0.0%-2.0%0.110%
10/22/2024Private Advisor Group LLC14,866$943K0.0%+5.4%0.207%
10/18/2024Raymond James & Associates132,298$8.39M0.0%+58.1%1.845%
10/16/2024SPC Financial Inc.15,769$1M0.1%-3.7%0.220%
9/23/2024Centaurus Financial Inc.5,150$319K0.0%+27.2%0.073%
8/22/2024Cetera Investment Advisers18,357$1.14M0.0%-19.0%0.260%
8/21/2024SPC Financial Inc.16,376$1.01M0.1%+1.9%0.232%
(Data available from 1/1/2016 forward)

PTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTF shares?

During the previous two years, 96 institutional investors and hedge funds held shares of Invesco Dorsey Wright Technology Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($45.51M), HighTower Advisors LLC ($34.58M), Raymond James Financial Inc. ($21.75M), Transamerica Financial Advisors Inc. ($18.02M), Bank of America Corp DE ($18.00M), UBS Group AG ($12.22M), and MML Investors Services LLC ($11.31M).Learn more on PTF's institutional investors.

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

Of the 88 institutional investors that purchased Invesco Dorsey Wright Technology Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($599.47K), HighTower Advisors LLC ($506.27K), LPL Financial LLC ($397.92K), UBS Group AG ($220.15K), Janney Montgomery Scott LLC ($145.63K), Raymond James & Associates ($138.28K), and Merit Financial Group LLC ($104.96K).

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

Institutional investors have bought a total of 3,393,329 shares in the last 24 months. This purchase volume represents approximately $185.60M in transactions.

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

Of the 47 institutional investors that sold Invesco Dorsey Wright Technology Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Merit Financial Group LLC ($85.93K), Janney Montgomery Scott LLC ($27.82K), Genesee Capital Advisors LLC ($21.02K), Private Trust Co. NA ($18.44K), Raymond James & Associates ($17.89K), Envestnet Asset Management Inc. ($17.46K), and Wealthcare Advisory Partners LLC ($16.47K).

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

Institutional investors have sold a total of 302,873 shares in the last 24 months. This volume of shares sold represents approximately $18.76M in transactions.


Related Companies

This page (NASDAQ:PTF) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Elon Musk’s next move from the Oval Office?
No one is closer to President Trump than Tesla CEO Elon Musk. He's been dubbed Trump's "first buddy." Tr...
Weiss Ratings | Sponsored
This Is How Empires Fall
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Trump and Buffett Are Quietly Leading America’s Gold Revival
The “Buffett Indicator” Predicts Gold Set To Dominate for Next Decade Each time the Buffett Indicator has...
Golden Portfolio | Sponsored
James Altucher: Do not invest in AI unless…
I made millions during the crypto boom. Many “experts” are now saying… Artificial Intelligence opportuni...
Paradigm Press | Sponsored
This isn’t a trade war. It’s worse…
Investigative Journalist Bombhsell: The Curse on the U.S Dollar Depleted retirement accounts? Meme coin inv...
Stansberry Research | Sponsored
Elon just did WHAT!?
As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they got...
Brownstone Research | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored