Free Trial
→ Elon pays this company. Every time. (From Behind the Markets) (Ad)tc pixel Free PTF Stock Alerts

Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$105.37 -4.20 (-3.83%)
As of 02:54 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$36.37M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$41.43M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Paller Financial Services Inc68,775$7.49M5.8%+3.8%1.224%
10/9/2026Sound Income Strategies LLC4,729$525K0.0%-3.9%0.084%
10/8/2026Farther Finance Advisors LLC31,472$3.43M0.0%-2.1%0.558%
9/23/2026Envestnet Asset Management Inc.29,219$3.98M0.0%+25.6%0.516%
9/9/2026Integrated Wealth Concepts LLC12,987$1.77M0.0%+220.7%0.214%
9/9/2026NewEdge Advisors LLC22,556$3.08M0.0%+250.6%0.372%
8/23/2026Nilsine Partners LLC12,306$1.68M0.1%N/A0.203%
8/22/2026Rose Capital Advisors LLC2,674$365K0.2%N/A0.044%
8/22/2026NWF Advisory Services Inc.2,175$296K0.0%N/A0.036%
8/22/2026TD Waterhouse Canada Inc.320$41K0.0%N/A0.005%
7/10/2026Fulcrum Equity Management3,671$500K0.4%N/A0.057%
7/10/2026Wealthcare Advisory Partners LLC6,960$949K0.0%+9.6%0.108%
7/9/2026Hennion & Walsh Asset Management Inc.6,135$836K0.0%N/A0.095%
7/8/2026Cooper Financial Group3,370$459K0.0%+6.8%0.052%
7/7/2026Paller Financial Services Inc66,271$9.03M6.8%-11.1%1.027%
6/18/2026Western Wealth Management LLC4,496$388K0.0%N/A0.085%
6/3/2026NewEdge Advisors LLC6,434$555K0.0%+88.4%0.122%
5/19/2026Western Wealth Management LLC4,496$388K0.0%N/A0.085%
5/19/2026Bank of America Corp DE182,668$15.77M0.0%+2.8%3.460%
5/19/2026Centaurus Financial Inc.1,630$141K0.0%+22.6%0.031%
5/18/2026Royal Bank of Canada45,210$3.90M0.0%+28.3%0.856%
5/13/2026Cetera Investment Advisers18,134$1.57M0.0%-4.5%0.343%
5/13/2026Signature Equity Partners LLC11,365$981K0.5%+9.6%0.215%
5/7/2026Scarborough Advisors LLC1,426$123K0.0%-19.9%0.027%
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%
5/4/2026Bleakley Financial Group LLC17,675$1.53M0.0%N/A0.335%
5/1/2026Fifth Third Bancorp6,907$596K0.0%N/A0.131%
5/1/2026Darwin Wealth Management LLC9,000$777K0.2%-4.9%0.170%
4/30/2026Equitable Trust Co.3,163$273K0.0%N/A0.061%
4/30/2026Kestra Advisory Services LLC3,671$317K0.0%+7.0%0.071%
4/28/2026Berger Financial Group Inc2,701$233K0.0%-3.5%0.052%
4/28/2026Paller Financial Services Inc74,568$6.44M5.3%-4.1%1.437%
4/27/2026Private Advisor Group LLC8,351$721K0.0%-76.2%0.161%
4/23/2026Balanced Wealth Group LLC6,687$577K0.2%-1.8%0.137%
4/22/2026Janney Montgomery Scott LLC79,195$6.84M0.0%-3.0%1.626%
4/21/2026Silver Oak Securities Incorporated3,839$331K0.0%-6.8%0.081%
3/2/2026Sankala Group LLC1,885$144K0.1%N/A0.040%
2/19/2026Axxcess Wealth Management LLC9,468$724K0.0%N/A0.200%
Do this before December or regret it (Ad)

Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind. The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out. Watch Porter Stansberry's full briefing and get his three steps to prepare before December.tc pixel

Watch Porter Stansberry's full briefing and get his three steps to prepare before December.
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%
2/17/2026Private 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%
2/16/2026MML Investors Services LLC14,234$1.09M0.0%-62.7%0.301%
2/13/2026Arete Wealth Advisors LLC5,194$397K0.0%N/A0.110%
2/13/2026Kestra 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%
2/13/2026Golden 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%
2/12/2026Commonwealth 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%
2/11/2026Janney 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%
2/6/2026Axxcess 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%
2/2/2026Truist Financial Corp48,859$3.74M0.0%-1.1%1.018%
1/30/2026Sigma Planning Corp4,769$365K0.0%+10.0%0.099%
1/30/2026Samalin 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%
1/27/2026Berger Financial Group Inc2,799$214K0.0%-4.1%0.059%
1/26/2026Merit Financial Group LLC42,110$3.22M0.0%-14.4%0.885%
1/23/2026Farther Finance Advisors LLC32,283$2.47M0.0%-0.5%0.677%
1/22/2026Darwin Wealth Management LLC9,468$724K0.2%+5.2%0.198%
1/21/2026Sound Income Strategies LLC4,988$417K0.0%+1,195.6%0.105%
1/20/2026Stratos Wealth Partners LTD.9,680$740K0.0%-9.9%0.203%
1/16/2026Genesee Capital Advisors LLC14,974$1.15M0.5%+85.4%0.314%
1/15/2026Paller Financial Services Inc77,771$5.95M4.8%N/A1.630%
1/15/2026Silver Oak Securities Incorporated4,118$317K0.0%-89.3%0.086%
1/8/2026Cooper 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%
A new income category is drawing serious money - here's why (Ad)

Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the eye-popping yields are fueling a boom among everyday investors. Three years ago, barely a dozen of these funds existed - today there are more than 100, holding over $140 billion. These funds trade on the NYSE and NASDAQ and are built to generate monthly income. Some investors are targeting $5,000 a month with roughly one-tenth of the nest egg Wall Street says you need.tc pixel

Watch the short briefing to see how this income approach works
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%


PTF Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 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), Bank of America Corp DE ($15.77M), Transamerica Financial Advisors LLC ($14.86M), Raymond James & Associates ($8.39M), Paller Financial Services Inc ($7.49M), and Raymond James Financial Inc. ($7.41M).Learn more on Invesco Dorsey Wright Technology Momentum ETF's institutional investors.

Of the 100 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 ($80.28K), Scarborough Advisors LLC ($69.21K), and Silver Oak Securities Incorporated ($53.92K).

Institutional investors have bought a total of 421,033 shares in the last 24 months. This purchase volume represents approximately $36.37M in transactions.

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: Ameriprise Financial Inc. ($153.27K), Merit Financial Group LLC ($72.09K), UBS Group AG ($49.42K), Silver Oak Securities Incorporated ($36.32K), Private Advisor Group LLC ($26.93K), MML Investors Services LLC ($23.98K), and Golden State Wealth Management LLC ($20.15K).

Institutional investors have sold a total of 534,667 shares in the last 24 months. This volume of shares sold represents approximately $41.43M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PTF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
Why Some AI Stocks Already Surged Over 300 Percent
Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run...
Brownstone Research | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
Microscopic footage reveals immune cells destroying cancer cells
Time-lapse footage from a recent clinical study shows Natural Killer cells attacking and eliminating cancer ce...
Market Tactic | Sponsoredtc pixel
Elon pays this company. Every time.
Every Tesla built since 2012 pays this small, overlooked supplier a fee for its technology. So does every Star...
Behind the Markets | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel