Invesco Dorsey Wright Financial Momentum ETF
37 hedge funds and large institutions have $37M invested in Invesco Dorsey Wright Financial Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
9% more funds holding
Funds holding: 34 → 37 (+3)
2.59% less ownership
Funds ownership: 67.96% → 65.38% (-2.6%)
12% less capital invested
Capital invested by funds: $42.2M → $37M (-$5.2M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
+$1.02M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$386K |
| 3 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$242K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$114K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$43.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.22M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.33M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$502K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$438K |
| 5 |
Goldman Sachs
New York
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $104K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $94.8K | – | – | – |
|
|
BAM
28
Bellevue Asset Management
Bellevue,
Washington
| $85.2K | – | – | – |
|
|
DWM
29
Darwin Wealth Management
Tampa,
Florida
| $34.5K | +$34.1K | +598 | New |
|
|
SIS
30
Sound Income Strategies
Ft Lauderdale,
Florida
| $20.1K | +$19.3K | +338 | New |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $17.3K | – | – | – |
|
|
PCA
32
Providence Capital Advisors
Charlotte,
North Carolina
| $16.9K | – | – | – |
|
|
SG
33
Sankala Group
Lyons,
Colorado
| $7.61K | +$7.86K | +138 | New |
|
34
Fidelity Investments
Boston,
Massachusetts
| $3.42K | – | – | – |
|
35
Bank of Montreal
Toronto,
Ontario, Canada
| $3.05K | +$3.53K | +62 | New |
|
36
Wells Fargo
San Francisco,
California
| $2.08K | +$1.99K | +35 | +3,500% |
|
|
SS
37
Sunbelt Securities
Houston,
Texas
| $173 | – | – | – |
|
|
38
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$502K | -8,662 | Closed |
|
|
CF
39
Centaurus Financial
Anaheim,
California
| – | -$112K | -1,925 | Closed |
|
PFI Hedge Fund Activity: Q4 2025 in Review
37 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2025, worth a combined $37M — down 12% from $42.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFI positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was AlphaCore Capital, opening a new position worth an estimated $1.02M. The largest seller was Silver Oak Securities, cutting an estimated $2.22M.
- 37 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2025, up from 34 in Q3 2025.
- Funds reported $37M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2025, down 12% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2025 and 2 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2025 was AlphaCore Capital, an estimated $1.02M added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2025 was Silver Oak Securities, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2025.