Invesco Dorsey Wright Technology Momentum ETF
PTF
89 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, 18 increasing their positions, 38 reducing their positions, and 4 closing their positions.
869% more call options, than puts
Call options by funds: $281K | Put options by funds: $29K
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
7.34% more ownership
Funds ownership: 50.08% → 57.42% (+7.3%)
5% more funds holding
Funds holding: 85 → 89 (+4)
3% less capital invested
Capital invested by funds: $235M → $228M (-$6.81M)
53% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.44M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.55M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.43M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.21M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$799K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.83M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.32M |
| 4 |
UWS
Unique Wealth Strategies
Burr Ridge,
Illinois
|
-$2.5M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$2.38M |
PTF Hedge Fund Activity: Q1 2024 in Review
89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q1 2024, worth a combined $228M — down 2.9% from $235M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PTF positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 38 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.44M. The largest seller was Morgan Stanley, cutting an estimated $23.3M.
- 89 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q1 2024, up from 85 in Q4 2023.
- Funds reported $228M of Invesco Dorsey Wright Technology Momentum ETF stock for Q1 2024, down 2.9% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q1 2024 and 4 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q1 2024 was LPL Financial, an estimated $2.44M added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q1 2024 was Morgan Stanley, an estimated $23.3M sold.
Based on aggregated 13F filings for Q1 2024.