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Invesco Dorsey Wright Technology Momentum ETF

102 hedge funds and large institutions have $219M invested in Invesco Dorsey Wright Technology Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

15.19% more ownership

Funds ownership: 51.54%66.73% (+15%)

10% more capital invested

Capital invested by funds: $199M → $219M (+$19.9M)

2% more funds holding

Funds holding: 100102 (+2)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
23
Reduced
36
Closed
8
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
26
IMC Chicago
Illinois
$1.66M +$1.55M +22,205 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.58M -$136K -1,955 -8%
OMC
28
Old Mission Capital
Illinois
$1.54M +$1.04M +14,854 +257%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.51M +$118K +1,686 +9%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.34M +$238K +3,409 +24%
SFI
31
SPC Financial Inc
Maryland
$1.12M +$26.8K +384 +3%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.04M -$59.2K -849 -6%
HT
33
Heritage Trust
Oklahoma
$1.01M
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$982K +$865K +12,414 New
Stifel Financial
35
Stifel Financial
Missouri
$922K -$1.19K -17 -0.1%
SWP
36
Stratos Wealth Partners
Ohio
$804K
UWS
37
Unique Wealth Strategies
Illinois
$758K -$279 -4 -0%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$735K +$188K +2,698 +38%
JP Morgan Chase
39
JP Morgan Chase
New York
$683K +$452K +6,490 +246%
DWM
40
Darwin Wealth Management
Florida
$673K
Comerica Bank
41
Comerica Bank
Texas
$612K -$127K -1,820 -18%
GCA
42
Genesee Capital Advisors
New York
$604K -$28.4K -407 -5%
ASN
43
Advisory Services Network
Georgia
$603K -$196K -2,806 -26%
CPIG
44
Chicago Partners Investment Group
Illinois
$523K
GWM
45
Geneos Wealth Management
Colorado
$495K
SIC
46
Samalin Investment Counsel
New York
$490K
Citadel Advisors
47
Citadel Advisors
Florida
$465K -$416K -5,971 -49%
BWG
48
Balanced Wealth Group
Ohio
$450K
P
49
&Partners
Tennessee
$438K +$57.9K +830 +17%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$433K -$2.23K -32 -0.5%

PTF Hedge Fund Activity: Q3 2025 in Review

102 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q3 2025, worth a combined $219M — up 10% from $199M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PTF positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 36 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $58.2M. The largest seller was Ameriprise, cutting an estimated $10.7M.

  • 102 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q3 2025, up from 100 in Q2 2025.
  • Funds reported $219M of Invesco Dorsey Wright Technology Momentum ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 11 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q3 2025 and 8 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q3 2025 was Summit Wealth Group (Colorado), an estimated $58.2M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q3 2025 was Ameriprise, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2025.