Invesco Dorsey Wright Financial Momentum ETF
39 hedge funds and large institutions have $49.8M invested in Invesco Dorsey Wright Financial Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
22% more funds holding
Funds holding: 32 → 39 (+7)
21% more capital invested
Capital invested by funds: $41M → $49.8M (+$8.8M)
15.01% more ownership
Funds ownership: 49.76% → 64.77% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAS
RPS Advisory Solutions
Louisville,
Kentucky
|
+$2.53M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$803K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$717K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$586K |
| 5 |
LWANC
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
+$575K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$686K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$287K |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$134K |
| 4 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$55.7K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$53.3K |
PFI Hedge Fund Activity: Q4 2024 in Review
39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2024, worth a combined $49.8M — up 21% from $41M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFI positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was RPS Advisory Solutions, opening a new position worth an estimated $2.53M. The largest seller was Ameriprise, exiting entirely with an estimated $686K sold.
- 39 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2024, up from 32 in Q3 2024.
- Funds reported $49.8M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2024 and 3 closed out, a net change of +7 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2024 was RPS Advisory Solutions, an estimated $2.53M added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2024 was Ameriprise, an estimated $686K sold.
Based on aggregated 13F filings for Q4 2024.