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Invesco Dorsey Wright Technology Momentum ETF
PTF

Overview Fund Activity

84 hedge funds and large institutions have $234M invested in Invesco Dorsey Wright Technology Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 0 closing their positions.

Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
27
Closed
–
Calls
$278K
Puts
–
Net Calls
+$278K
Net Calls Change
-$128K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.5M
2
UBS Group
2
UBS Group
Switzerland
$12.2M
3
LPL Financial
3
LPL Financial
California
$26.7M
4
Bank of America
4
Bank of America
North Carolina
$11.5M
5
NP
5
Nilsine Partners
Colorado
$1.27M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$12.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$252K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$361K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$25.8M
5
AWM
5
AE Wealth Management
Kansas
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.29M 25,526 -6,997 -22%
NP
27
Nilsine Partners
Colorado
$1.27M 25,144 +25,144 New
MWM
28
Mission Wealth Management
California
$1.23M 24,300 – –
PTC
29
Private Trust Company
Ohio
$1.08M 21,294 – –
EWA
30
EP Wealth Advisors
California
$1.06M 21,048 – –
BBVA
31
Banco Bilbao Vizcaya Argentaria
Spain
$1.06M 20,990 -27 -0.1%
PAG
32
Private Advisor Group
New Jersey
$990K 19,602 +1,791 +10%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$860K 17,033 -8,540 -33%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$853K 16,893 -672 -4%
SFI
35
SPC Financial Inc
Maryland
$770K 15,240 +230 +2%
CAN
36
Cetera Advisor Networks
California
$716K 14,175 -209 -1%
HT
37
Heritage Trust
Oklahoma
$685K 13,560 – –
SWP
38
Stratos Wealth Partners
Ohio
$661K 13,084 +3,203 +32%
Comerica Bank
39
Comerica Bank
Texas
$611K 12,094 – –
GT
40
Glenmede Trust
Pennsylvania
$552K 10,924 -800 -7%
SPIA
41
Steward Partners Investment Advisory
New York
$519K 10,272 -1,500 -13%
AWS
42
Atria Wealth Solutions
New York
$503K 9,955 +253 +3%
SC
43
Scotia Capital
Ontario, Canada
$486K 9,628 -117 -1%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$427K 8,460 -250 -3%
BWG
45
Balanced Wealth Group
Ohio
$427K 8,453 +8,453 New
PFS
46
Prospera Financial Services
Texas
$381K 7,539 -700 -8%
WFC
47
Western Financial Corp
California
$377K 7,457 -169 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$361K 7,147 -13,254 -65%
CFG
49
Cooper Financial Group
California
$354K 7,015 +1,050 +18%
EWM
50
EPG Wealth Management
Georgia
$353K 6,600 – –
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