Invesco Dorsey Wright Financial Momentum ETF
32 hedge funds and large institutions have $41.5M invested in Invesco Dorsey Wright Financial Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 9 closing their positions.
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
11.91% less ownership
Funds ownership: 64.77% → 52.86% (-12%)
17% less capital invested
Capital invested by funds: $49.8M → $41.5M (-$8.33M)
18% less funds holding
Funds holding: 39 → 32 (-7)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$924K |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$659K |
| 3 |
LPL Financial
San Diego,
California
|
+$563K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$545K |
| 5 |
TWM
Trueblood Wealth Management
Lima,
Ohio
|
+$347K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAS
RPS Advisory Solutions
Louisville,
Kentucky
|
-$2.45M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$918K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$853K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$778K |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$725K |
PFI Hedge Fund Activity: Q1 2025 in Review
32 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q1 2025, worth a combined $41.5M — down 17% from $49.8M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PFI and 4 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was Farther Finance Advisors, opening a new position worth an estimated $924K. The largest seller was RPS Advisory Solutions, exiting entirely with an estimated $2.45M sold.
- 32 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q1 2025, down from 39 in Q4 2024.
- Funds reported $41.5M of Invesco Dorsey Wright Financial Momentum ETF stock for Q1 2025, down 17% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q1 2025 and 9 closed out, a net change of -5 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q1 2025 was Farther Finance Advisors, an estimated $924K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q1 2025 was RPS Advisory Solutions, an estimated $2.45M sold.
Based on aggregated 13F filings for Q1 2025.