Invesco Dorsey Wright Financial Momentum ETF
PFI
34 hedge funds and large institutions have $42.2M invested in Invesco Dorsey Wright Financial Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.
0.02% more ownership
Funds ownership: 67.94% → 67.96% (+0.02%)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
0% less capital invested
Capital invested by funds: $42.4M → $42.2M (-$202K)
3% less funds holding
Funds holding: 35 → 34 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.08M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$644K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$490K |
| 4 |
Goldman Sachs
New York
|
+$247K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.38M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$678K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$480K |
| 4 |
Morgan Stanley
New York
|
-$409K |
| 5 |
LPL Financial
San Diego,
California
|
-$402K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
26
Centaurus Financial
Anaheim,
California
| $112K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $104K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $93.9K | -$9.96K | -176 | -10% |
|
|
BAM
29
Bellevue Asset Management
Bellevue,
Washington
| $85.3K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $17.4K | – | – | – |
|
|
PCA
31
Providence Capital Advisors
Charlotte,
North Carolina
| $17K | +$16.6K | +293 | New |
|
32
Fidelity Investments
Boston,
Massachusetts
| $3.43K | +$2.77K | +49 | +490% |
|
|
SS
33
Sunbelt Securities
Houston,
Texas
| $174 | -$480K | -8,474 | -100% |
|
34
Wells Fargo
San Francisco,
California
| $37 | – | – | – |
|
35
Comerica Bank
Dallas,
Texas
| – | -$221K | -3,900 | Closed |
|
|
BFP
36
Briaud Financial Planning
College Station,
Texas
| – | -$13K | -236 | Closed |
|
37
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$8K | -138 | Closed |
|
38
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.42K | -25 | Closed |
|
PFI Hedge Fund Activity: Q3 2025 in Review
34 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q3 2025, worth a combined $42.2M — down 0.48% from $42.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PFI and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 12 added.
The largest buyer was Ameriprise, opening a new position worth an estimated $1.08M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.38M.
- 34 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q3 2025, down from 35 in Q2 2025.
- Funds reported $42.2M of Invesco Dorsey Wright Financial Momentum ETF stock for Q3 2025, down 0.48% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q3 2025 and 4 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q3 2025 was Ameriprise, an estimated $1.08M added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $1.38M sold.
Based on aggregated 13F filings for Q3 2025.