PTF icon

Invesco Dorsey Wright Technology Momentum ETF
PTF

Overview Fund Activity

83 hedge funds and large institutions have $140M invested in Invesco Dorsey Wright Technology Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
17
Increased
24
Reduced
21
Closed
4
Calls
$2.49M
Puts
$3.89M
Net Calls
-$1.4M
Net Calls Change
-$1.73M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.1M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.77M
3
PAG
3
Private Advisor Group
New Jersey
$4.51M
4
LPL Financial
4
LPL Financial
California
$10.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.23M

Top Sellers

1
AIP
1
Ahrens Investment Partners
Louisiana
$614K
2
Bank Julius Baer & Co
2
Bank Julius Baer & Co
Switzerland
$0
3
UBS Group
3
UBS Group
Switzerland
$5.81M
4
IMC Chicago
4
IMC Chicago
Illinois
$1.97M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$959K 5,770 -2,029 -26%
CWM
27
Collaborative Wealth Management
Florida
$957K 5,761 +5,761 New
SG
28
StoneX Group
New York
$916K 5,515 +92 +2%
IWM
29
IHT Wealth Management
Illinois
$868K 5,226 -2,473 -32%
HT
30
Heritage Trust
Oklahoma
$751K 4,520 – –
SFI
31
SPC Financial Inc
Maryland
$691K 4,159 +4,159 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$650K 3,917 -1,098 -22%
GT
33
Glenmede Trust
Pennsylvania
$649K 3,908 – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$637K 3,835 -277 -7%
WFA
35
WMG Financial Advisors
Tennessee
$627K 3,769 +3,769 New
AIP
36
Ahrens Investment Partners
Louisiana
$614K 3,697 -11,793 -76%
SPIA
37
Steward Partners Investment Advisory
New York
$600K 3,614 +50 +1%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$577K 3,471 +538 +18%
CAN
39
Cetera Advisor Networks
California
$550K 3,311 +896 +37%
BCM
40
Brookstone Capital Management
Illinois
$541K 3,573 +3,573 New
BRWA
41
B. Riley Wealth Advisors
Florida
$504K 3,030 -120 -4%
SWP
42
Stratos Wealth Partners
Ohio
$441K 2,656 -156 -6%
SIC
43
Samalin Investment Counsel
New York
$423K 2,544 -20 -0.8%
EWM
44
EPG Wealth Management
Georgia
$366K 2,200 – –
BFG
45
Berger Financial Group
Minnesota
$357K 2,147 -127 -6%
MIM
46
MTM Investment Management
South Carolina
$335K 2,018 – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$269K 1,619 – –
PFP
48
Pinnacle Financial Partners
Tennessee
$256K 1,540 – –
ACP
49
Aviance Capital Partners
Florida
$250K 1,502 +1,502 New
JSW
50
Journey Strategic Wealth
New Jersey
$249K 1,501 +1,501 New
1
2
3 4