Invesco Dorsey Wright Financial Momentum ETF
33 hedge funds and large institutions have $16.8M invested in Invesco Dorsey Wright Financial Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 7 closing their positions.
11% less funds holding
Funds holding: 37 → 33 (-4)
15.33% less ownership
Funds ownership: 65.38% → 50.05% (-15%)
55% less capital invested
Capital invested by funds: $37M → $16.8M (-$20.2M)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.03M |
| 2 |
Two Sigma Investments
New York
|
+$703K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$624K |
| 4 |
IMC Chicago
Chicago,
Illinois
|
+$292K |
| 5 |
JP Morgan Chase
New York
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$13.7M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.87M |
| 3 |
AC
AlphaCore Capital
La Jolla,
California
|
-$1.03M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$458K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$444K |
PFI Hedge Fund Activity: Q1 2026 in Review
33 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q1 2026, worth a combined $16.8M — down 55% from $37M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PFI and 3 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 6 added.
The largest buyer was LPL Financial, adding an estimated $2.03M. The largest seller was Transamerica Financial Advisors, cutting an estimated $13.7M.
- 33 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q1 2026, down from 37 in Q4 2025.
- Funds reported $16.8M of Invesco Dorsey Wright Financial Momentum ETF stock for Q1 2026, down 55% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q1 2026 and 7 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q1 2026 was LPL Financial, an estimated $2.03M added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q1 2026 was Transamerica Financial Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2026.