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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$68.21 +0.37 (+0.55%)
As of 07/9/2025 03:59 PM Eastern
Compare

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
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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
5/19/2025Jane Street Group LLC24,668$1.45M0.0%-108.1%0.408%
5/16/2025Jones Financial Companies Lllp2,203$130K0.0%+29.0%0.036%
5/16/2025Integrated Wealth Concepts LLC7,050$416K0.0%+74.1%0.117%
5/15/2025EP Wealth Advisors LLC20,523$1.21M0.0%-2.4%0.339%
5/15/2025Royal Bank of Canada29,968$1.77M0.0%-81.7%0.495%
5/15/2025MAI Capital Management541$32K0.0%+336.3%0.009%
5/15/2025OLD Mission Capital LLC16,744$987K0.0%N/A0.277%
5/14/2025Transamerica Financial Advisors LLC255,095$15.04M1.5%+2.7%4.216%
5/14/2025SVB Wealth LLC975$57K0.0%N/A0.016%
5/14/2025Northwestern Mutual Wealth Management Co.23,080$1.36M0.0%-1.4%0.381%
5/13/2025Raymond James Financial Inc.264,332$15.59M0.0%-11.8%4.369%
5/13/2025HighTower Advisors LLC428,768$25.28M0.0%-10.0%7.087%
5/12/2025Cooper Financial Group4,661$275K0.0%+5.8%0.077%
5/9/2025Chicago Partners Investment Group LLC6,450$396K0.0%N/A0.101%
5/9/2025Atria Wealth Solutions Inc.13,664$806K0.0%-7.4%0.214%
5/8/2025SPC Financial Inc.15,827$933K0.1%+1.3%0.248%
5/7/2025LPL Financial LLC622,342$36.69M0.0%-0.8%9.739%
5/6/2025Cetera Investment Advisers20,396$1.20M0.0%+3.7%0.337%
5/6/2025AE Wealth Management LLC671$40K0.0%N/A0.011%
5/6/2025WMG Financial Advisors LLC5,687$335K0.1%+14.2%0.094%
5/5/2025Private Advisor Group LLC15,193$896K0.0%+6.5%0.251%
5/2/2025Theory Financial LLC36,135$2.13M0.9%-59.1%0.597%
5/2/2025Sigma Planning Corp8,846$522K0.0%+15.3%0.146%
4/30/2025Stratos Wealth Partners LTD.10,591$624K0.0%-6.1%0.172%
4/29/2025Envestnet Asset Management Inc.16,475$971K0.0%+26.2%0.268%
4/28/2025Private Trust Co. NA3,412$201K0.0%+19.6%0.055%
4/25/2025MorganRosel Wealth Management LLC754$44K0.0%N/A0.012%
4/25/2025Guerra Advisors Inc41,822$2.47M1.4%+11.9%0.675%
4/24/2025Golden State Wealth Management LLC23,284$1.37M0.2%+2.2%0.376%
4/23/2025Western Financial Corp CA6,206$366K0.2%+7.0%0.100%
4/23/2025Golden State Wealth Management LLC46,563$2.75M0.2%+104.3%0.751%
4/22/2025Cambridge Investment Research Advisors Inc.95,925$5.66M0.0%+59.4%1.547%
4/22/2025Genesee Capital Advisors LLC19,423$1.15M0.6%-43.0%0.313%
4/22/2025MinichMacGregor Wealth Management LLC5,982$353K0.1%+7.3%0.096%
4/22/2025Nilsine Partners LLC21,787$1.29M0.1%-15.4%0.351%
4/22/2025Carr Financial Group Corp4,250$251K0.1%-5.2%0.069%
4/17/2025Janney Montgomery Scott LLC109,541$6.46M0.0%-0.2%1.764%
4/15/2025Trueblood Wealth Management LLC5,004$295K0.1%N/A0.081%
4/15/2025Wealthcare Advisory Partners LLC6,041$356K0.0%-37.6%0.091%
4/14/2025Farther Finance Advisors LLC32,782$1.95M0.0%N/A0.491%
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4/14/2025IMC Chicago LLC33,924$2M0.0%N/A0.509%
4/14/2025Outlook Wealth Advisors LLC26,370$1.56M0.4%+26.6%0.395%
4/9/2025Merit 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%
2/18/2025Western 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%
2/14/2025OneDigital 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%
2/13/2025Envestnet 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%
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%
2/6/2025Bellevue 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%
2/3/2025Concurrent 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%
1/31/2025Truist Financial Corp48,434$3.51M0.0%-0.7%0.619%
1/30/2025Scarborough Advisors LLC69,212$5.02M0.7%N/A0.885%
1/28/2025Golden State Wealth Management LLC22,790$1.65M0.2%N/A0.291%
1/27/2025Silver Oak Securities Incorporated32,690$2.39M0.2%-10.3%0.411%
1/24/2025Journey Strategic Wealth LLC3,000$218K0.0%N/A0.038%
1/24/2025Western Financial Corp CA5,802$421K0.2%-7.6%0.073%
1/23/2025DMC Group LLC3,441$250K0.2%N/A0.044%
1/22/2025Genesee Capital Advisors LLC34,100$2.47M1.2%-14.7%0.431%
1/22/2025Nilsine Partners LLC25,743$1.87M0.2%-2.6%0.325%
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1/21/2025Geneos Wealth Management Inc.4,541$329K0.0%+20.4%0.057%
1/17/2025Janney Montgomery Scott LLC109,764$7.96M0.0%+0.4%1.388%
1/15/2025Merit Financial Group LLC167,759$12.17M0.2%-3.0%2.121%
1/15/2025Hennion & 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%
1/14/2025Outlook 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%
(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 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 93 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), 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 1,652,494 shares in the last 24 months. This purchase volume represents approximately $110.61M in transactions.

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

Of the 46 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: Royal Bank of Canada ($133.40K), Merit Financial Group LLC ($80.21K), Theory Financial LLC ($62.88K), HighTower Advisors LLC ($48.49K), Raymond James Financial Inc. ($35.40K), Genesee Capital Advisors LLC ($20.55K), and Envestnet Asset Management Inc. ($17.46K).

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

Institutional investors have sold a total of 510,669 shares in the last 24 months. This volume of shares sold represents approximately $31.31M in transactions.


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This page (NASDAQ:PTF) was last updated on 7/10/2025 by MarketBeat.com Staff
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