Free Trial

Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$66.34 -0.13 (-0.20%)
Closing price 06/11/2025 04:00 PM Eastern
Extended Trading
$65.86 -0.48 (-0.73%)
As of 07:30 AM 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$110.61M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$31.31M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC24,668$1.45M0.0%-108.1%0.408%
5/16/2025 Jones Financial Companies Lllp2,203$130K0.0%+29.0%0.036%
5/16/2025 Integrated Wealth Concepts LLC7,050$416K0.0%+74.1%0.117%
5/15/2025 EP Wealth Advisors LLC20,523$1.21M0.0%-2.4%0.339%
5/15/2025 Royal Bank of Canada29,968$1.77M0.0%-81.7%0.495%
5/15/2025 MAI Capital Management541$32K0.0%+336.3%0.009%
5/15/2025 OLD Mission Capital LLC16,744$987K0.0%N/A0.277%
5/14/2025 Transamerica Financial Advisors LLC255,095$15.04M1.5%+2.7%4.216%
5/14/2025 SVB Wealth LLC975$57K0.0%N/A0.016%
5/14/2025 Northwestern Mutual Wealth Management Co.23,080$1.36M0.0%-1.4%0.381%
5/13/2025 Raymond James Financial Inc.264,332$15.59M0.0%-11.8%4.369%
5/13/2025 HighTower Advisors LLC428,768$25.28M0.0%-10.0%7.087%
5/12/2025 Cooper Financial Group4,661$275K0.0%+5.8%0.077%
5/9/2025 Chicago Partners Investment Group LLC6,450$396K0.0%N/A0.101%
5/9/2025 Atria Wealth Solutions Inc.13,664$806K0.0%-7.4%0.214%
5/8/2025 SPC Financial Inc.15,827$933K0.1%+1.3%0.248%
5/7/2025 LPL Financial LLC622,342$36.69M0.0%-0.8%9.739%
5/6/2025 Cetera Investment Advisers20,396$1.20M0.0%+3.7%0.337%
5/6/2025 AE Wealth Management LLC671$40K0.0%N/A0.011%
5/6/2025 WMG Financial Advisors LLC5,687$335K0.1%+14.2%0.094%
5/5/2025 Private Advisor Group LLC15,193$896K0.0%+6.5%0.251%
5/2/2025 Theory Financial LLC36,135$2.13M0.9%-59.1%0.597%
5/2/2025 Sigma Planning Corp8,846$522K0.0%+15.3%0.146%
4/30/2025 Stratos 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%
Want to front-run Warren Buffett? (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 could 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.

Click here to get Garrett’s Top Four picks now.
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%
3/24/2025 Fulcrum Equity Management15,454$1.12M1.1%N/A0.197%
3/12/2025 Centaurus Financial Inc.1,700$123K0.0%-22.7%0.022%
2/24/2025 Ameriflex Group Inc.4,231$306K0.1%N/A0.054%
2/18/2025 Western Wealth Management LLC4,087$297K0.1%-29.9%0.052%
2/17/2025 Cetera Investment Advisers19,668$1.43M0.0%+5.6%0.250%
2/17/2025 Bank of America Corp DE248,083$18.00M0.0%-3.2%3.156%
2/17/2025 Ameriprise Financial Inc.120,737$8.76M0.0%+30.8%1.536%
2/17/2025 Aptus Capital Advisors LLC1,500$109K0.0%N/A0.019%
2/14/2025 Comerica Bank10,108$733K0.0%-15.2%0.129%
2/14/2025 Berger Financial Group Inc3,014$219K0.0%N/A0.038%
2/14/2025 MGO One Seven LLC9,838$714K0.0%+8.3%0.125%
2/14/2025 Stifel Financial Corp62,273$4.52M0.0%-1.8%0.792%
2/14/2025 OneDigital Investment Advisors LLC2,803$203K0.0%N/A0.036%
2/14/2025 MML Investors Services LLC155,898$11.31M0.0%+49.1%1.983%
2/13/2025 Mariner LLC3,040$221K0.0%-12.1%0.039%
2/13/2025 Raymond James Financial Inc.299,735$21.75M0.0%N/A3.813%
2/13/2025 Advisory 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%
2/13/2025 Wells Fargo & Company MN132,604$9.62M0.0%+3.8%1.687%
2/12/2025 StoneX Group Inc.33,687$2.44M0.2%-0.6%0.429%
2/12/2025 Transamerica Financial Advisors Inc.248,394$18.02M1.8%+4.0%3.160%
2/11/2025 LPL Financial LLC627,147$45.51M0.0%+8.7%7.979%
2/11/2025 Samalin Investment Counsel LLC6,547$475K0.2%-3.4%0.083%
2/10/2025 Commonwealth Equity Services LLC4,762$346K0.0%-19.2%0.061%
2/7/2025 HighTower Advisors LLC476,565$34.58M0.0%-0.1%6.063%
2/6/2025 Bellevue Asset Management LLC2,103$153K0.1%-15.1%0.027%
2/6/2025 Raymond James Financial Inc.299,735$21.75M0.0%N/A3.813%
2/6/2025 SPC Financial Inc.15,621$1.13M0.1%-0.9%0.199%
2/6/2025 Jones Financial Companies Lllp1,708$124K0.0%+143.3%0.022%
2/5/2025 Maia Wealth LLC4,487$309K0.1%N/A0.057%
2/5/2025 Evergreen Advisors LLC3,150$229K0.1%N/A0.040%
2/4/2025 Theory Financial LLC88,353$6.41M2.7%-10.8%1.124%
2/3/2025 Sigma Planning Corp7,673$557K0.0%N/A0.098%
2/3/2025 Legacy Capital Group California Inc.3,255$236K0.1%N/A0.041%
2/3/2025 Concurrent Investment Advisors LLC6,280$456K0.0%N/A0.080%
2/3/2025 Private Advisor Group LLC14,263$1.04M0.0%-4.1%0.181%
1/31/2025 Valley Wealth Managers Inc.45,794$3.32M0.2%-4.4%0.586%
1/31/2025 Atria 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%
1/30/2025 Scarborough 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%
1/24/2025 Journey Strategic Wealth LLC3,000$218K0.0%N/A0.038%
1/24/2025 Western Financial Corp CA5,802$421K0.2%-7.6%0.073%
1/23/2025 DMC 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%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

Click here to see the details because the stakes couldn't be any higher.
1/21/2025 Geneos 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%
1/13/2025 Cooper Financial Group4,405$320K0.0%-22.5%0.056%
11/15/2024 MML Investors Services LLC104,537$6.63M0.0%-5.4%1.452%
11/15/2024 Jane Street Group LLC4,078$259K0.0%N/A0.057%
11/15/2024 Stifel Financial Corp63,388$4.02M0.0%+8.2%0.880%
(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, 102 institutional investors and hedge funds held shares of Invesco Dorsey Wright Technology Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($36.69M), HighTower Advisors LLC ($25.28M), Transamerica Financial Advisors Inc. ($18.02M), Bank of America Corp DE ($18.00M), Raymond James Financial Inc. ($15.59M), Transamerica Financial Advisors LLC ($15.04M), and UBS Group AG ($12.22M).Learn more on PTF's institutional investors.

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

Of the 93 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 ($397.66K), Jane Street Group LLC ($333.75K), UBS Group AG ($220.15K), Janney Montgomery Scott LLC ($145.63K), and Raymond James & Associates ($138.28K).

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

Institutional investors have bought a total of 3,746,254 shares in the last 24 months. This purchase volume represents approximately $205.96M in transactions.

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

Of the 50 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: Royal Bank of Canada ($133.40K), Merit Financial Group LLC ($85.93K), Theory Financial LLC ($62.88K), HighTower Advisors LLC ($48.49K), Raymond James Financial Inc. ($35.40K), Janney Montgomery Scott LLC ($27.82K), and Genesee Capital Advisors LLC ($21.02K).

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

Institutional investors have sold a total of 577,928 shares in the last 24 months. This volume of shares sold represents approximately $34.96M in transactions.



This page (NASDAQ:PTF) was last updated on 6/12/2025 by MarketBeat.com Staff
From Our Partners