We are live on ! Find out more
PTF icon

Invesco Dorsey Wright Technology Momentum ETF

64 hedge funds and large institutions have $104M invested in Invesco Dorsey Wright Technology Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

34.29% more ownership

Funds ownership: 118.18%152.47% (+34%)

9% more capital invested

Capital invested by funds: $95.7M → $104M (+$8.45M)

7% more funds holding

Funds holding: 6064 (+4)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
17
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$860K +$812K +33,366 New
TRCT
27
Tower Research Capital (TRC)
New York
$757K +$4.75K +195 +0.7%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$688K +$147K +6,027 +29%
SC
29
Scotia Capital
Ontario, Canada
$685K +$274K +11,259 +73%
MWM
30
Mission Wealth Management
California
$626K
BRWA
31
B. Riley Wealth Advisors
Florida
$517K -$10K -411 -2%
SG
32
StoneX Group
New York
$497K +$24.8K +1,020 +6%
SWP
33
Stratos Wealth Partners
Ohio
$421K -$141K -5,775 -26%
IWM
34
IHT Wealth Management
Illinois
$416K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$373K -$25.6K -1,053 -7%
HT
36
Heritage Trust
Oklahoma
$349K -$25K -1,026 -7%
MML Investors Services
37
MML Investors Services
Massachusetts
$333K -$377K -15,477 -54%
GT
38
Glenmede Trust
Pennsylvania
$301K
IP
39
Investment Partners
Ohio
$283K +$38.1K +1,563 +17%
IAA
40
Independent Advisor Alliance
North Carolina
$278K +$263K +10,794 New
SFI
41
SPC Financial Inc
Maryland
$252K +$3K +123 +1%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$232K -$31.3K -1,287 -13%
SIC
43
Samalin Investment Counsel
New York
$225K +$213K +8,748 New
SPC
44
Sigma Planning Corp
Michigan
$220K -$1.55M -63,603 -88%
PFS
45
Prospera Financial Services
Texas
$203K +$192K +7,872 New
LCAM
46
London & Capital Asset Management
United Kingdom
$202K +$191K +7,851 New
SPIA
47
Steward Partners Investment Advisory
New York
$179K -$1.46K -60 -0.9%
TFA
48
Transamerica Financial Advisors
Florida
$170K +$3.87K +159 +2%
ASN
49
Advisory Services Network
Georgia
$164K +$68.2K +2,802 +79%
APA
50
American Portfolios Advisors
New York
$155K -$32.5K -1,335 -18%

PTF Hedge Fund Activity: Q4 2019 in Review

64 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q4 2019, worth a combined $104M — up 8.8% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PTF positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $4.22M. The largest seller was UBS Group, cutting an estimated $3.26M.

  • 64 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $104M of Invesco Dorsey Wright Technology Momentum ETF stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q4 2019 and 8 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q4 2019 was Niemann Capital Management, an estimated $4.22M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q4 2019 was UBS Group, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2019.