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Invesco Dorsey Wright Technology Momentum ETF (PTF) Institutional Ownership

Invesco Dorsey Wright Technology Momentum ETF logo
$95.17 +1.07 (+1.14%)
As of 09/3/2026 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)
49
Total
Institutional Inflows
(last 12 months)
$31.89M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$41.34M
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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
8/23/2026 Nilsine Partners LLC12,306$1.68M0.1%N/A0.203%
8/22/2026 Rose Capital Advisors LLC2,674$365K0.2%N/A0.044%
8/22/2026 NWF Advisory Services Inc.2,175$296K0.0%N/A0.036%
8/22/2026 TD Waterhouse Canada Inc.320$41K0.0%N/A0.005%
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%
6/18/2026 Western Wealth Management LLC4,496$388K0.0%N/A0.085%
6/3/2026 NewEdge Advisors LLC6,434$555K0.0%+88.4%0.122%
5/19/2026 Western Wealth Management LLC4,496$388K0.0%N/A0.085%
5/19/2026 Bank of America Corp DE182,668$15.77M0.0%+2.8%3.460%
5/19/2026 Centaurus Financial Inc.1,630$141K0.0%+22.6%0.031%
5/18/2026 Royal 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%
3/2/2026 Sankala Group LLC1,885$144K0.1%N/A0.040%
2/19/2026 Axxcess Wealth Management LLC9,468$724K0.0%N/A0.200%
2/18/2026 EP Wealth Advisors LLC10,239$783K0.0%N/A0.216%
2/18/2026 KKM 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%
2/17/2026 AQR Capital Management LLC3,342$256K0.0%-11.3%0.071%
2/17/2026 Cetera Investment Advisers18,998$1.45M0.0%-5.8%0.402%
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2/17/2026 Equitable Holdings Inc.3,760$288K0.0%-3.2%0.079%
2/17/2026 Osaic 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%
2/17/2026 &PARTNERS5,516$422K0.0%-5.8%0.117%
2/17/2026 Royal 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%
2/13/2026 Transamerica 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%
2/13/2026 Wells Fargo & Company MN72,889$5.58M0.0%-5.0%1.541%
2/12/2026 HRT 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%
2/12/2026 Moneta 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%
11/20/2025 Centaurus 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%
11/17/2025 Flow Traders U.S. LLC2,711$203K0.0%N/A0.053%
11/17/2025 Citadel Advisors LLC6,220$465K0.0%-49.0%0.122%
11/17/2025 Bank of America Corp DE170,679$12.77M0.0%-3.0%3.360%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
11/17/2025 Ameriprise Financial Inc.59,519$4.45M0.0%-72.0%1.172%
11/14/2025 Raymond 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%
11/13/2025 Private Advisor Group LLC35,281$2.64M0.0%+317.5%0.695%
11/12/2025 Orion 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%


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), 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 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 ($77.77K), Scarborough Advisors LLC ($69.21K), and Silver Oak Securities Incorporated ($53.92K).

Institutional investors have bought a total of 387,829 shares in the last 24 months. This purchase volume represents approximately $31.89M in transactions.

Of the 45 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 533,815 shares in the last 24 months. This volume of shares sold represents approximately $41.34M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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