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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$118.34 +4.25 (+3.73%)
As of 05/5/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$60.72M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$84.25M
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PTF Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Technology Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026D.A. Davidson & CO.2,345$202K0.0%N/A0.044%
5/5/2026Theory Financial LLC50,614$4.37M1.5%-25.3%0.959%
5/5/2026IMC Chicago LLC33,697$2.91M0.0%+59.7%0.638%
5/4/2026 Bleakley Financial Group LLC17,675$1.53M0.0%N/A0.335%
5/1/2026 Fifth Third Bancorp6,907$596K0.0%N/A0.131%
5/1/2026 Darwin Wealth Management LLC9,000$777K0.2%-4.9%0.170%
4/30/2026 Equitable Trust Co.3,163$273K0.0%N/A0.061%
4/30/2026 Kestra Advisory Services LLC3,671$317K0.0%+7.0%0.071%
4/28/2026 Berger Financial Group Inc2,701$233K0.0%-3.5%0.052%
4/28/2026 Paller Financial Services Inc74,568$6.44M5.3%-4.1%1.437%
4/27/2026 Private Advisor Group LLC8,351$721K0.0%-76.2%0.161%
4/23/2026 Balanced Wealth Group LLC6,687$577K0.2%-1.8%0.137%
4/22/2026 Janney Montgomery Scott LLC79,195$6.84M0.0%-3.0%1.626%
4/21/2026 Silver Oak Securities Incorporated3,839$331K0.0%-6.8%0.081%
3/2/2026 Sankala Group LLC1,885$144K0.1%N/A0.040%
2/19/2026 Axxcess Wealth Management LLC9,468$724K0.0%N/A0.200%
2/18/2026EP Wealth Advisors LLC10,239$783K0.0%N/A0.216%
2/18/2026KKM Financial LLC3,343$256K0.0%-3.6%0.071%
2/18/2026Quadrature Capital Ltd15,992$1.22M0.0%N/A0.338%
2/17/2026Scarborough Advisors LLC1,781$136K0.0%-47.7%0.038%
2/17/2026AQR Capital Management LLC3,342$256K0.0%-11.3%0.071%
2/17/2026Cetera Investment Advisers18,998$1.45M0.0%-5.8%0.402%
2/17/2026Equitable Holdings Inc.3,760$288K0.0%-3.2%0.079%
2/17/2026Osaic Holdings Inc.50,652$3.87M0.0%-25.8%1.071%
2/17/2026Advisory Services Network LLC8,349$639K0.0%+3.5%0.177%
2/17/2026 Private Advisor Group LLC35,030$2.68M0.0%-0.7%0.741%
2/17/2026&PARTNERS5,516$422K0.0%-5.8%0.117%
2/17/2026Royal Bank of Canada35,248$2.70M0.0%-23.3%0.745%
2/16/2026 MML Investors Services LLC14,234$1.09M0.0%-62.7%0.301%
2/13/2026Arete Wealth Advisors LLC5,194$397K0.0%N/A0.110%
2/13/2026 Kestra Advisory Services LLC3,430$262K0.0%-10.5%0.073%
2/13/2026Transamerica Financial Advisors LLC194,233$14.86M1.2%-8.7%4.106%
2/13/2026Stifel Financial Corp12,127$928K0.0%-1.6%0.256%
2/13/2026 Golden State Wealth Management LLC6,620$506K0.1%-74.8%0.140%
2/13/2026Wells Fargo & Company MN72,889$5.58M0.0%-5.0%1.541%
2/12/2026HRT Financial LP13,032$996K0.0%N/A0.276%
2/12/2026 Commonwealth Equity Services LLC3,855$295K0.0%-7.2%0.082%
2/12/2026StoneX Group Inc.38,700$2.96M0.1%+2.7%0.818%
2/12/2026Moneta Group Investment Advisors LLC5,435$416K0.0%-3.8%0.115%
2/11/2026 Janney Montgomery Scott LLC81,684$6.25M0.0%-6.9%1.727%
2/11/2026LPL Financial LLC522,525$39.97M0.0%-2.9%11.047%
2/10/2026Northwestern Mutual Wealth Management Co.21,742$1.66M0.0%+3.0%0.460%
2/9/2026MTM Investment Management LLC3,966$303K0.1%-17.5%0.084%
2/6/2026 Axxcess Wealth Management LLC9,468$724K0.0%N/A0.200%
2/6/2026HighTower Advisors LLC2,827$216K0.0%-79.7%0.060%
2/5/2026AlphaCore Capital LLC14,685$1.12M0.0%N/A0.310%
2/3/2026MGO One Seven LLC2,867$219K0.0%-14.8%0.060%
2/2/2026 Truist Financial Corp48,859$3.74M0.0%-1.1%1.018%
1/30/2026 Sigma Planning Corp4,769$365K0.0%+10.0%0.099%
1/30/2026 Samalin Investment Counsel LLC6,226$476K0.2%-4.9%0.130%
1/29/2026Comerica Bank6,675$511K0.0%-18.3%0.139%
1/29/2026IMC Chicago LLC21,104$1.61M0.0%-259.9%0.443%
1/29/2026UBS Group AG43,105$3.30M0.0%-42.7%0.906%
1/28/2026Migdal Insurance & Financial Holdings Ltd.744$57K0.0%N/A0.016%
1/27/2026 Berger Financial Group Inc2,799$214K0.0%-4.1%0.059%
1/26/2026 Merit Financial Group LLC42,110$3.22M0.0%-14.4%0.885%
1/23/2026 Farther Finance Advisors LLC32,283$2.47M0.0%-0.5%0.677%
1/22/2026 Darwin Wealth Management LLC9,468$724K0.2%+5.2%0.198%
1/21/2026 Sound Income Strategies LLC4,988$417K0.0%+1,195.6%0.105%
1/20/2026 Stratos Wealth Partners LTD.9,680$740K0.0%-9.9%0.203%
1/16/2026 Genesee Capital Advisors LLC14,974$1.15M0.5%+85.4%0.314%
1/15/2026 Paller Financial Services Inc77,771$5.95M4.8%N/A1.630%
1/15/2026 Silver Oak Securities Incorporated4,118$317K0.0%-89.3%0.086%
1/8/2026 Cooper Financial Group4,436$339K0.0%-7.7%0.092%
1/1/2026JPMorgan Chase & Co.9,133$683K0.0%+245.6%0.180%
11/20/2025Centaurus Financial Inc.3,605$270K0.0%+10.8%0.071%
11/18/2025Advisory Services Network LLC8,065$603K0.0%-25.8%0.159%
11/17/2025Northwestern Mutual Wealth Management Co.21,103$1.58M0.0%-8.5%0.415%
11/17/2025Mariner LLC3,666$274K0.0%N/A0.072%
11/17/2025Flow Traders U.S. LLC2,711$203K0.0%N/A0.053%
11/17/2025Citadel Advisors LLC6,220$465K0.0%-49.0%0.122%
11/17/2025Bank of America Corp DE170,679$12.77M0.0%-3.0%3.360%
11/17/2025Ameriprise Financial Inc.59,519$4.45M0.0%-72.0%1.172%
11/14/2025Raymond James Financial Inc.99,035$7.41M0.0%-4.1%1.950%
11/14/2025Comerica Bank8,175$612K0.0%-18.2%0.161%
11/13/2025UBS Group AG75,189$5.63M0.0%-18.7%1.480%
11/13/2025 Private Advisor Group LLC35,281$2.64M0.0%+317.5%0.695%
11/12/2025Orion Porfolio Solutions LLC3,853$288K0.0%+9.1%0.076%
11/7/2025 Merit Financial Group LLC49,176$3.68M0.0%-39.8%0.968%
11/7/2025JPMorgan Chase & Co.9,133$683K0.0%+245.6%0.180%
11/5/2025SPC Financial Inc.15,015$1.12M0.1%+2.6%0.296%
11/5/2025 Envestnet Asset Management Inc.17,884$1.34M0.0%+23.6%0.352%
11/4/2025Guerra Advisors Inc2,724$204K0.1%-17.9%0.054%
11/4/2025Jones Financial Companies Lllp9,889$735K0.0%+37.5%0.195%
11/3/2025MTM Investment Management LLC4,809$360K0.1%-15.6%0.095%
11/3/2025 Golden State Wealth Management LLC26,280$1.97M0.2%-1.8%0.517%
11/3/2025 Truist Financial Corp49,419$3.70M0.0%+1.9%0.973%
11/3/2025 Genesee Capital Advisors LLC8,077$604K0.3%-4.8%0.159%
10/29/2025 Wealth Enhancement Advisory Services LLC12,414$982K0.0%N/A0.243%
10/29/2025Theory Financial LLC60,914$4.81M1.7%+30.9%1.194%
10/24/2025MGO One Seven LLC3,366$252K0.0%-15.1%0.066%
10/21/2025 Silver Oak Securities Incorporated38,385$2.87M0.2%-4.4%0.750%
10/20/2025 Merit Financial Group LLC49,175$3.68M0.0%-39.8%0.960%
10/15/2025CWM LLC675$51K0.0%-31.6%0.013%
10/14/2025 Farther Finance Advisors LLC32,444$2.43M0.0%+1.0%0.629%
9/4/2025Osaic Holdings Inc.69,872$4.77M0.0%+11.7%1.284%
8/29/2025Centaurus Financial Inc.3,255$222K0.0%+49.3%0.060%
8/27/2025Orion Porfolio Solutions LLC3,531$241K0.0%N/A0.065%
8/19/2025Advisory Services Network LLC10,871$763K0.0%-34.5%0.200%
8/18/2025Geneos Wealth Management Inc.6,611$451K0.0%+49.3%0.122%


PTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTF shares?

During the previous two years, 116 institutional investors and hedge funds held shares of Invesco Dorsey Wright Technology Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($39.97M), Transamerica Financial Advisors Inc. ($18.02M), Transamerica Financial Advisors LLC ($14.86M), Bank of America Corp DE ($12.77M), Raymond James & Associates ($8.39M), Raymond James Financial Inc. ($7.41M), and Janney Montgomery Scott LLC ($6.84M).Learn more on Invesco Dorsey Wright Technology Momentum ETF's institutional investors.

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

Of the 92 institutional investors that purchased Invesco Dorsey Wright Technology Momentum ETF's 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), Jane Street Group LLC ($333.75K), Ameriprise Financial Inc. ($138.68K), IMC Chicago LLC ($80.82K), Paller Financial Services Inc ($77.77K), Scarborough Advisors LLC ($69.21K), and Cambridge Investment Research Advisors Inc. ($55.01K).

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

Institutional investors have bought a total of 895,228 shares in the last 24 months. This purchase volume represents approximately $60.72M in transactions.

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

Of the 53 institutional investors that sold Invesco Dorsey Wright Technology Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($200.70K), Ameriprise Financial Inc. ($153.27K), MML Investors Services LLC ($153.08K), Royal Bank of Canada ($144.13K), Merit Financial Group LLC ($83.14K), Bank of America Corp DE ($68.16K), and HighTower Advisors LLC ($58.89K).

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

Institutional investors have sold a total of 1,201,241 shares in the last 24 months. This volume of shares sold represents approximately $84.25M in transactions.


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This page (NASDAQ:PTF) was last updated on 5/6/2026 by MarketBeat.com Staff.
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