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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$113.73 +2.71 (+2.44%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$38.24M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$55.53M
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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
7/10/2026 Fulcrum Equity Management3,671$500K0.4%N/A0.057%
7/10/2026 Wealthcare Advisory Partners LLC6,960$949K0.0%+9.6%0.108%
7/9/2026 Hennion & Walsh Asset Management Inc.6,135$836K0.0%N/A0.095%
7/8/2026 Cooper Financial Group3,370$459K0.0%+6.8%0.052%
7/7/2026 Paller Financial Services Inc66,271$9.03M6.8%-11.1%1.027%
6/18/2026Western Wealth Management LLC4,496$388K0.0%N/A0.085%
6/3/2026 NewEdge 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%
5/13/2026 Cetera Investment Advisers18,134$1.57M0.0%-4.5%0.343%
5/13/2026 Signature Equity Partners LLC11,365$981K0.5%+9.6%0.215%
5/7/2026 Scarborough Advisors LLC1,426$123K0.0%-19.9%0.027%
5/5/2026 D.A. Davidson & CO.2,345$202K0.0%N/A0.044%
5/5/2026 Theory Financial LLC50,614$4.37M1.5%-25.3%0.959%
5/5/2026 IMC 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%
3/2/2026Sankala Group LLC1,885$144K0.1%N/A0.040%
2/19/2026 Axxcess Wealth Management LLC9,468$724K0.0%N/A0.200%
2/18/2026 EP Wealth Advisors LLC10,239$783K0.0%N/A0.216%
2/18/2026KKM Financial LLC3,343$256K0.0%-3.6%0.071%
2/18/2026 Quadrature Capital Ltd15,992$1.22M0.0%N/A0.338%
2/17/2026 Scarborough Advisors LLC1,781$136K0.0%-47.7%0.038%
2/17/2026AQR Capital Management LLC3,342$256K0.0%-11.3%0.071%
2/17/2026 Cetera 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%
2/17/2026 Advisory 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%
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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%
2/13/2026 Arete 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%
2/13/2026 Stifel 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%
2/12/2026 StoneX 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%
2/11/2026 LPL Financial LLC522,525$39.97M0.0%-2.9%11.047%
2/10/2026 Northwestern Mutual Wealth Management Co.21,742$1.66M0.0%+3.0%0.460%
2/9/2026 MTM Investment Management LLC3,966$303K0.1%-17.5%0.084%
2/6/2026 Axxcess Wealth Management LLC9,468$724K0.0%N/A0.200%
2/6/2026 HighTower Advisors LLC2,827$216K0.0%-79.7%0.060%
2/5/2026 AlphaCore Capital LLC14,685$1.12M0.0%N/A0.310%
2/3/2026 MGO 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%
1/29/2026 IMC Chicago LLC21,104$1.61M0.0%-259.9%0.443%
1/29/2026 UBS Group AG43,105$3.30M0.0%-42.7%0.906%
1/28/2026 Migdal 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%
1/1/2026 JPMorgan Chase & Co.9,133$683K0.0%+245.6%0.180%
11/20/2025Centaurus Financial Inc.3,605$270K0.0%+10.8%0.071%
11/18/2025 Advisory Services Network LLC8,065$603K0.0%-25.8%0.159%
11/17/2025 Northwestern Mutual Wealth Management Co.21,103$1.58M0.0%-8.5%0.415%
11/17/2025 Mariner 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%
11/13/2025 UBS Group AG75,189$5.63M0.0%-18.7%1.480%
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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%
11/7/2025 JPMorgan 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%
11/3/2025 MTM 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%


PTF Institutional Ownership - Frequently Asked Questions

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), Bank of America Corp DE ($15.77M), Transamerica Financial Advisors LLC ($14.86M), Paller Financial Services Inc ($9.03M), Raymond James & Associates ($8.39M), and Raymond James Financial Inc. ($7.41M).Learn more on Invesco Dorsey Wright Technology Momentum ETF's institutional investors.

Of the 96 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 Silver Oak Securities Incorporated ($53.92K).

Institutional investors have bought a total of 498,229 shares in the last 24 months. This purchase volume represents approximately $38.24M 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), MML Investors Services LLC ($153.08K), Merit Financial Group LLC ($72.09K), Bank of America Corp DE ($68.16K), UBS Group AG ($49.42K), Silver Oak Securities Incorporated ($36.32K), and Private Advisor Group LLC ($26.93K).

Institutional investors have sold a total of 741,587 shares in the last 24 months. This volume of shares sold represents approximately $55.53M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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