Invesco Dorsey Wright Financial Momentum ETF (PFI)

• Market cap: $82M
• 1 day: -0.10%
• 5 days: -1.64%
• 1 month: 13.33%
• 3 months: 16.91%
• 6 months: 27.21%
• Year to date: 41.03%
• 1 year: 42.67%
• 5 years: 64.98%
• 10 years: 106.40%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

7% more funds holding

Funds holding: 29 [Q2] → 31 (+2) [Q3]

5% more capital invested

Capital invested by funds: $39M [Q2] → $41M (+$2.06M) [Q3]

18.42% less ownership

Funds ownership: 68.16% [Q2] → 49.74% (-18.42%) [Q3]