Invesco Dorsey Wright Financial Momentum ETF
35 hedge funds and large institutions have $42.4M invested in Invesco Dorsey Wright Financial Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 0 closing their positions.
15.08% more ownership
Funds ownership: 52.86% → 67.94% (+15%)
9% more funds holding
Funds holding: 32 → 35 (+3)
2% more capital invested
Capital invested by funds: $41.5M → $42.4M (+$885K)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$270K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$268K |
| 3 |
LPL Financial
San Diego,
California
|
+$148K |
| 4 |
IMC Chicago
Chicago,
Illinois
|
+$137K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$90.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$881K |
| 2 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$673K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$564K |
| 4 |
Morgan Stanley
New York
|
-$374K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $103K | -$40.5K | -755 | -29% |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $102K | -$32.2K | -600 | -25% |
|
28
Jones Financial Companies
Des Peres,
Missouri
| $102K | +$47.8K | +892 | +96% |
|
|
BAM
29
Bellevue Asset Management
Bellevue,
Washington
| $83.5K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $17K | – | – | – |
|
|
BFP
31
Briaud Financial Planning
College Station,
Texas
| $13K | +$12.6K | +236 | New |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.42K | +$1.34K | +25 | New |
|
34
Fidelity Investments
Boston,
Massachusetts
| $595 | – | – | – |
|
35
Wells Fargo
San Francisco,
California
| $62 | – | – | – |
|
PFI Hedge Fund Activity: Q2 2025 in Review
35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q2 2025, worth a combined $42.4M — up 2.1% from $41.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PFI positions and 0 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $270K. The largest seller was Janney Montgomery Scott, cutting an estimated $881K.
- 35 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q2 2025, up from 32 in Q1 2025.
- Funds reported $42.4M of Invesco Dorsey Wright Financial Momentum ETF stock for Q2 2025, up 2.1% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q2 2025 and 0 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q2 2025 was Citadel Advisors, an estimated $270K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q2 2025 was Janney Montgomery Scott, an estimated $881K sold.
Based on aggregated 13F filings for Q2 2025.