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Invesco Dorsey Wright Technology Momentum ETF
PTF

Overview Fund Activity

88 hedge funds and large institutions have $228M invested in Invesco Dorsey Wright Technology Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 38 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
38
Closed
4
Calls
$281K
Puts
$29K
Net Calls
+$252K
Net Calls Change
-$26K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$33M
2
Bank of America
2
Bank of America
North Carolina
$14.8M
3
MFG
3
Merit Financial Group
Georgia
$9.87M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.3M
5
Wells Fargo
5
Wells Fargo
California
$6.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
UBS Group
2
UBS Group
Switzerland
$8.68M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$6.29M
4
UWS
4
Unique Wealth Strategies
Illinois
$842K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SOS
26
Silver Oak Securities
Tennessee
$1.35M 23,528 -8,106 -26%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.3M 22,673 +22,673 New
EWA
28
EP Wealth Advisors
California
$1.21M 21,028 -20 -0.1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.15M 19,981 +3,088 +18%
PTC
30
Private Trust Company
Ohio
$1.11M 19,287 -2,007 -9%
PAG
31
Private Advisor Group
New Jersey
$954K 16,628 -2,974 -15%
SFI
32
SPC Financial Inc
Maryland
$922K 16,068 +828 +5%
UWS
33
Unique Wealth Strategies
Illinois
$842K 14,681 -46,948 -76%
HT
34
Heritage Trust
Oklahoma
$778K 13,560 – –
CAN
35
Cetera Advisor Networks
California
$772K 13,447 -728 -5%
SWP
36
Stratos Wealth Partners
Ohio
$761K 13,254 +170 +1%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$731K 12,747 -4,286 -25%
Comerica Bank
38
Comerica Bank
Texas
$686K 11,963 -131 -1%
GT
39
Glenmede Trust
Pennsylvania
$627K 10,924 – –
IMC Chicago
40
IMC Chicago
Illinois
$607K 10,580 +10,580 New
AWS
41
Atria Wealth Solutions
New York
$571K 9,955 – –
CA
42
Cetera Advisors
Colorado
$499K 8,688 +1,750 +25%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$473K 8,250 -210 -2%
BWG
44
Balanced Wealth Group
Ohio
$457K 8,087 -366 -4%
CFG
45
Cooper Financial Group
California
$424K 7,385 +370 +5%
SIC
46
Samalin Investment Counsel
New York
$389K 6,777 – –
PFS
47
Prospera Financial Services
Texas
$387K 6,737 -802 -11%
ASN
48
Advisory Services Network
Georgia
$367K 6,396 +1,592 +33%
SPIA
49
Steward Partners Investment Advisory
New York
$366K 6,372 -3,900 -38%
WFC
50
Western Financial Corp
California
$362K 6,303 -1,154 -15%
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