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Invesco Dorsey Wright Financial Momentum ETF
PFI

Fund managers haven’t disclosed any holdings of PFI yet.

PFI Hedge Fund Activity: Q1 2026 in Review

33 of the 8,128 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.