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Invesco Dorsey Wright Technology Momentum ETF
PTF

Overview Fund Activity

62 hedge funds and large institutions have $92.5M invested in Invesco Dorsey Wright Technology Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
26
Closed
7
Calls
$445K
Puts
$209K
Net Calls
+$236K
Net Calls Change
-$275K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$1,000K
2
SG
2
StoneX Group
New York
$473K
3
Wells Fargo
3
Wells Fargo
California
$2.54M
4
IWM
4
IHT Wealth Management
Illinois
$1.33M
5
PFP
5
Pinnacle Financial Partners
Tennessee
$201K

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$6.8M
2
IMC Chicago
2
IMC Chicago
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$328K
4
Morgan Stanley
4
Morgan Stanley
New York
$15.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$734K 5,616 -193 -3%
EWA
27
EP Wealth Advisors
California
$633K 6,245 -698 -10%
CF
28
Centaurus Financial
California
$615K 4,705 +1,285 +38%
HT
29
Heritage Trust
Oklahoma
$591K 4,520 – –
GT
30
Glenmede Trust
Pennsylvania
$511K 3,908 – –
SPIA
31
Steward Partners Investment Advisory
New York
$493K 3,774 – –
SG
32
StoneX Group
New York
$473K 3,619 +3,619 New
AWS
33
Atria Wealth Solutions
New York
$466K 3,565 +216 +6%
Stifel Financial
34
Stifel Financial
Missouri
$464K 3,549 -5,714 -62%
PTC
35
Private Trust Company
Ohio
$392K 2,999 – –
SWP
36
Stratos Wealth Partners
Ohio
$390K 2,979 +500 +20%
Goldman Sachs
37
Goldman Sachs
New York
$335K 2,563 -5,225 -67%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$328K 2,510 -6,948 -73%
SIC
39
Samalin Investment Counsel
New York
$317K 2,424 -100 -4%
GCA
40
Genesee Capital Advisors
New York
$296K 2,267 – –
EWM
41
EPG Wealth Management
Georgia
$288K 2,200 – –
AFO
42
Arrowroot Family Office
California
$287K 2,193 +2,193 New
MIM
43
MTM Investment Management
South Carolina
$248K 1,900 -90 -5%
PFP
44
Pinnacle Financial Partners
Tennessee
$201K 1,540 +1,540 New
NA
45
NewEdge Advisors
Louisiana
$177K 1,355 -78 -5%
HIA
46
Harbor Investment Advisory
Maryland
$124K 950 +825 +660%
BAM
47
Bellevue Asset Management
Washington
$108K 826 -290 -26%
SWM
48
Spire Wealth Management
Virginia
$105K 800 – –
BAM
49
Belpointe Asset Management
Nevada
$98.3K 751 -44 -6%
GWM
50
Geneos Wealth Management
Colorado
$69.7K 533 +15 +3%
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