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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

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(As of 04/25/2024 ET)
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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)
53
Total
Institutional Inflows
(last 12 months)
$96.49M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.10M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.39,075$2.24M0.0%+13.2%0.561%
4/24/2024 Private Trust Co. NA19,287$1.11M0.1%-9.4%0.277%
4/23/2024 Genesee Capital Advisors LLC36,487$2.09M1.1%-1.3%0.523%
4/23/2024 Raymond James Financial Services Advisors Inc.55,785$3.20M0.0%-5.3%0.800%
4/22/2024 Raymond James & Associates82,554$4.74M0.0%-16.1%1.184%
4/17/2024 Hennion & Walsh Asset Management Inc.8,250$473K0.0%-2.5%0.119%
4/15/2024 Wealthcare Advisory Partners LLC12,747$731K0.0%-25.2%0.184%
4/13/2024 IMC Chicago LLC10,580$607K0.0%N/A0.153%
4/11/2024 Cooper Financial Group7,385$424K0.1%+5.3%0.107%
4/11/2024 SignalPoint Asset Management LLC33,688$1.93M0.5%-4.0%0.486%
2/26/2024Centaurus Financial Inc.4,170$211K0.0%-30.2%0.059%
2/12/2024Steward Partners Investment Advisory LLC10,272$519K0.0%-12.7%0.147%
2/9/2024Advisory Services Network LLC4,804$243K0.0%N/A0.069%
2/9/2024 Cambridge Investment Research Advisors Inc.34,509$1.74M0.0%+30.9%0.492%
2/9/2024UBS Group AG241,997$12.22M0.0%+106.6%3.452%
2/8/2024WMG Financial Advisors LLC4,359$220K0.1%N/A0.062%
2/8/2024 MinichMacGregor Wealth Management LLC6,686$338K0.1%+8.2%0.095%
2/8/2024Janney Montgomery Scott LLC142,916$7.22M0.0%-5.3%2.039%
2/7/2024Theory Financial LLC80,348$4.06M2.2%+2.2%1.146%
2/6/2024Balanced Wealth Group LLC8,453$427K0.2%N/A0.121%
2/6/2024Private Advisor Group LLC19,602$990K0.0%+10.1%0.280%
2/6/2024 Wealthcare Advisory Partners LLC17,033$860K0.0%-33.4%0.243%
2/6/2024Merit Financial Group LLC151,213$7.64M0.2%+6.0%2.157%
2/5/2024Silver Oak Securities Incorporated31,634$1.60M0.2%+107.0%0.451%
2/5/2024Unique Wealth Strategies LLC61,629$3.11M2.1%N/A0.879%
2/2/2024Truist Financial Corp49,631$2.51M0.0%+7.9%0.708%
2/2/2024Atria Wealth Solutions Inc.9,955$503K0.0%+2.6%0.142%
1/31/2024Western Wealth Management LLC6,563$332K0.0%N/A0.093%
1/30/2024SVB Wealth LLC4,146$209K0.0%N/A0.059%
1/29/2024 Genesee Capital Advisors LLC36,951$1.87M1.2%+5.7%0.523%
1/26/2024Carr Financial Group Corp4,142$209K0.1%N/A0.059%
1/24/2024 Stratos Wealth Partners LTD.13,084$661K0.0%+32.4%0.185%
1/24/2024 Nilsine Partners LLC25,144$1.27M0.2%N/A0.355%
1/22/2024Pinnacle Financial Partners Inc4,320$218K0.0%N/A0.061%
1/18/2024 Global Retirement Partners LLC873$42K0.0%+75.3%0.012%
1/16/2024 Raymond James Financial Services Advisors Inc.58,930$2.98M0.0%+3.7%0.832%
1/16/2024 Raymond James & Associates98,427$4.97M0.0%-2.0%1.390%
1/16/2024 Cooper Financial Group7,015$354K0.1%+17.6%0.099%
11/24/2023EP Wealth Advisors LLC21,048$930K0.0%+107.5%0.304%
11/20/2023Silver Oak Securities Incorporated15,279$675K0.1%+163.0%0.221%
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11/15/2023Theory Financial LLC78,647$3.47M2.0%+177.6%1.137%
11/15/2023Scotia Capital Inc.9,745$430K0.0%+209.1%0.141%
11/15/2023Glenmede Trust Co. NA11,724$518K0.0%+200.0%0.169%
11/14/2023Samalin Investment Counsel LLC7,227$319K0.2%+198.1%0.104%
11/13/2023EPG Wealth Management LLC6,600$292K0.1%+200.0%0.095%
11/13/2023Stifel Financial Corp60,163$2.66M0.0%+1,074.4%0.869%
11/13/2023LPL Financial LLC476,416$21.04M0.0%+233.3%6.885%
11/13/2023PNC Financial Services Group Inc.900$40K0.0%+200.0%0.013%
11/9/2023SPC Financial Inc.15,010$663K0.1%+207.6%0.217%
11/9/2023UBS Group AG117,152$5.18M0.0%+436.2%1.693%
11/8/2023HighTower Advisors LLC523,367$23.11M0.0%+2,867.3%7.563%
11/8/2023Pathstone Family Office LLC6,675$295K0.0%N/A0.096%
11/8/2023Janney Montgomery Scott LLC150,856$6.66M0.0%+201.1%2.180%
11/8/2023Atria Wealth Solutions Inc.9,702$429K0.0%+167.9%0.140%
11/7/2023Merit Financial Group LLC142,654$6.30M0.2%+208.4%2.061%
11/3/2023Private Advisor Group LLC17,811$787K0.0%+100.0%0.257%
10/27/2023 Hennion & Walsh Asset Management Inc.8,710$385K0.0%N/A0.126%
10/26/2023MTM Investment Management LLC5,700$252K0.1%+200.0%0.082%
10/25/2023Bellevue Asset Management LLC2,478$109K0.1%+200.0%0.036%
10/25/2023 Genesee Capital Advisors LLC34,947$1.54M1.1%+191.4%0.504%
10/24/2023 Stratos Wealth Partners LTD.9,881$436K0.0%+221.3%0.143%
10/24/2023 Raymond James Financial Services Advisors Inc.56,832$2.51M0.0%+463.7%0.820%
10/24/2023 Raymond James & Associates100,442$4.44M0.0%+529.9%1.449%
10/24/2023Mission Wealth Management LP24,300$1.07M0.0%+200.0%0.351%
10/24/2023 Cambridge Investment Research Advisors Inc.26,360$1.16M0.0%+263.2%0.380%
10/23/2023Commonwealth Equity Services LLC7,172$317K0.0%+208.1%0.103%
10/18/2023 Private Trust Co. NA21,294$941K0.1%+610.0%0.307%
10/16/2023 MinichMacGregor Wealth Management LLC6,177$273K0.1%N/A0.089%
10/13/2023 SignalPoint Asset Management LLC35,104$1.55M0.4%+195.5%0.507%
10/13/2023 Cooper Financial Group5,965$263K0.1%N/A0.086%
10/13/2023 Harbor Investment Advisory LLC2,575$114K0.0%+171.1%0.037%
10/12/2023 Wealthcare Advisory Partners LLC25,573$1.13M0.1%N/A0.367%
10/11/2023Geneos Wealth Management Inc.3,099$137K0.0%+200.0%0.045%
10/11/2023AE Wealth Management LLC45,417$2.01M0.0%+105.5%0.653%
10/11/2023 CWM LLC987$44K0.0%+849.0%0.014%
8/14/2023MML Investors Services LLC76,423$11.25M0.1%+72.1%1.291%
8/10/2023Private Advisor Group LLC8,904$1.31M0.0%+16.4%0.150%
8/10/2023Cetera Advisor Networks LLC4,729$696K0.0%-20.2%0.080%
8/8/2023Geneos Wealth Management Inc.1,033$152K0.0%+93.8%0.017%
8/4/2023 Aviance Capital Partners LLC1,502$221K0.0%N/A0.025%
8/4/2023Banco Bilbao Vizcaya Argentaria S.A.7,359$1.08M0.0%+5.3%0.124%
8/3/2023Atria Wealth Solutions Inc.3,622$533K0.0%+8.2%0.061%
8/3/2023SPC Financial Inc.4,879$718K0.1%N/A0.082%
8/3/2023Scotia Capital Inc.3,153$464K0.0%N/A0.053%
8/3/2023WMG Financial Advisors LLC1,487$219K0.2%N/A0.025%
8/2/2023Silver Oak Securities Incorporated5,809$855K0.1%N/A0.098%
8/1/2023Merit Financial Group LLC46,258$6.81M0.2%-11.0%0.781%
7/31/2023LPL Financial LLC142,946$21.05M0.0%+10.6%2.415%
7/26/2023Janney Montgomery Scott LLC50,102$7.38M0.0%+792.1%0.846%
7/25/2023 Raymond James Financial Services Advisors Inc.10,082$1.48M0.0%+5.4%0.170%
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7/25/2023 Raymond James & Associates15,946$2.35M0.0%+34.0%0.269%
7/24/2023SVB Wealth LLC1,382$203K0.0%N/A0.023%
7/17/2023 Genesee Capital Advisors LLC11,991$1.77M1.2%+428.9%0.625%
7/13/2023 Cambridge Investment Research Advisors Inc.7,257$1.07M0.0%+27.9%0.378%
7/12/2023 SignalPoint Asset Management LLC11,878$1.75M0.5%-4.8%0.619%
7/10/2023AE Wealth Management LLC22,098$3.25M0.0%+80.4%1.151%
6/5/2023EP Wealth Advisors LLC6,245$633K0.0%N/A0.327%
5/12/2023Theory Financial LLC28,426$3.72M2.2%+5.6%1.488%
5/10/2023Private Advisor Group LLC7,648$1M0.0%N/A0.400%
5/10/2023LPL Financial LLC129,211$16.89M0.0%+0.2%6.765%
(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, 74 institutional investors and hedge funds held shares of Invesco Dorsey Wright Technology Momentum ETF. The most heavily invested institutionals were HighTower Advisors LLC ($23.11M), LPL Financial LLC ($21.04M), UBS Group AG ($12.22M), MML Investors Services LLC ($11.25M), Merit Financial Group LLC ($7.64M), Janney Montgomery Scott LLC ($7.22M), and Advisor Group Holdings Inc. ($6.80M).Learn more on PTF's institutional investors.

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

Of the 67 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: HighTower Advisors LLC ($505.73K), LPL Financial LLC ($443.95K), UBS Group AG ($223.46K), Merit Financial Group LLC ($191.21K), Janney Montgomery Scott LLC ($145.24K), Raymond James & Associates ($88.54K), and Theory Financial LLC ($80.44K).

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

Institutional investors have bought a total of 2,470,588 shares in the last 24 months. This purchase volume represents approximately $123.56M in transactions.

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

Of the 32 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: Merit Financial Group LLC ($39.99K), Raymond James & Associates ($19.80K), Wealthcare Advisory Partners LLC ($12.83K), Cambridge Investment Research Advisors Inc. ($12.05K), Fortis Advisors LLC ($11.90K), Atria Wealth Solutions Inc. ($11.58K), and Janney Montgomery Scott LLC ($10.59K).

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

Institutional investors have sold a total of 170,890 shares in the last 24 months. This volume of shares sold represents approximately $12.44M in transactions.


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This page (NASDAQ:PTF) was last updated on 4/25/2024 by MarketBeat.com Staff

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