Invesco Dorsey Wright Financial Momentum ETF
30 hedge funds and large institutions have $18.8M invested in Invesco Dorsey Wright Financial Momentum ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.
12% more capital invested
Capital invested by funds: $16.8M → $18.8M (+$2.02M)
1.64% less ownership
Funds ownership: 50.05% → 48.41% (-1.6%)
9% less funds holding
Funds holding: 33 → 30 (-3)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$223K |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$55.2K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$50.2K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$44.2K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$28.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$1.99M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$533K |
| 3 |
LPL Financial
San Diego,
California
|
-$285K |
| 4 |
Two Sigma Investments
New York
|
-$65.8K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$50.7K |
PFI Hedge Fund Activity: Q2 2026 in Review
30 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q2 2026, worth a combined $18.8M — up 12% from $16.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PFI and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Susquehanna International Group, adding an estimated $223K. The largest seller was IMC Chicago, exiting entirely with an estimated $1.99M sold.
- 30 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q2 2026, down from 33 in Q1 2026.
- Funds reported $18.8M of Invesco Dorsey Wright Financial Momentum ETF stock for Q2 2026, up 12% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q2 2026 and 5 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q2 2026 was Susquehanna International Group, an estimated $223K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q2 2026 was IMC Chicago, an estimated $1.99M sold.
Based on aggregated 13F filings for Q2 2026.