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Invesco Dorsey Wright Technology Momentum ETF
PTF

104 hedge funds and large institutions have $190M invested in Invesco Dorsey Wright Technology Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

2% more funds holding

Funds holding: 102 → 104 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less capital invested

Capital invested by funds: $219M → $190M (-$29M)

15.56% less ownership

Funds ownership: 66.73% → 51.16% (-16%)

63% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 43

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
16
Reduced
43
Closed
12
Calls
$214K
Puts
–
Net Calls
+$214K
Net Calls Change
-$370K

Top Buyers

Rank Fund Capital Flow
1
QC
Quadrature Capital
United Kingdom
+$1.25M
2
AC
AlphaCore Capital
California
+$1.15M
3
HF
HRT Financial
New York
+$1.02M
4
QCM
Quantinno Capital Management
New York
+$770K
5
AWM
Axxcess Wealth Management
California
+$739K

Top Sellers

Rank Fund Capital Flow
1
SWGC
Summit Wealth Group (Colorado)
Colorado
-$22.7M
2
Morgan Stanley
Morgan Stanley
New York
-$4.06M
3
SOS
Silver Oak Securities
Tennessee
-$2.68M
4
UBS Group
UBS Group
Switzerland
-$2.51M
5
Goldman Sachs
Goldman Sachs
New York
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
26
Quadrature Capital
United Kingdom
$1.22M +$1.25M +15,992 New
GCA
27
Genesee Capital Advisors
New York
$1.15M +$539K +6,897 +85%
AC
28
AlphaCore Capital
California
$1.12M +$1.15M +14,685 New
MML Investors Services
29
MML Investors Services
Massachusetts
$1.09M -$1.87M -23,977 -63%
HT
30
Heritage Trust
Oklahoma
$1.04M – – –
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$3.12K +40 +0.3%
HF
32
HRT Financial
New York
$996K +$1.02M +13,032 New
Stifel Financial
33
Stifel Financial
Missouri
$928K -$15.4K -197 -2%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$857K +$103K +1,320 +13%
SEP
35
Signature Equity Partners
Ohio
$793K +$810K +10,369 New
EWA
36
EP Wealth Advisors
California
$783K +$800K +10,239 New
UWS
37
Unique Wealth Strategies
Illinois
$767K -$7.65K -98 -1%
QCM
38
Quantinno Capital Management
New York
$754K +$770K +9,855 New
SWP
39
Stratos Wealth Partners
Ohio
$740K -$82.9K -1,061 -10%
DWM
40
Darwin Wealth Management
Florida
$724K +$36.5K +468 +5%
AWM
41
Axxcess Wealth Management
California
$724K +$739K +9,468 New
JP Morgan Chase
42
JP Morgan Chase
New York
$711K +$12.3K +157 +2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$688K +$306K +3,924 +77%
ASN
44
Advisory Services Network
Georgia
$639K +$22.2K +284 +4%
BWM
45
Benson Wealth Management
Tennessee
$621K +$634K +8,115 New
CPIG
46
Chicago Partners Investment Group
Illinois
$535K – – –
BWG
47
Balanced Wealth Group
Ohio
$516K – – –
Comerica Bank
48
Comerica Bank
Texas
$511K -$117K -1,500 -18%
GSWM
49
Golden State Wealth Management
California
$506K -$1.54M -19,660 -75%
GWM
50
Geneos Wealth Management
Colorado
$506K – – –
1
2
3 4 5

PTF Hedge Fund Activity: Q4 2025 in Review

104 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q4 2025, worth a combined $190M — down 13% from $219M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PTF positions and 12 closed out — a net gain of 6 holders — while 16 added to existing stakes and 43 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $1.25M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $22.7M sold.

  • 104 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q4 2025, up from 102 in Q3 2025.
  • Funds reported $190M of Invesco Dorsey Wright Technology Momentum ETF stock for Q4 2025, down 13% quarter-over-quarter.
  • 18 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q4 2025 and 12 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q4 2025 was Quadrature Capital, an estimated $1.25M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q4 2025 was Summit Wealth Group (Colorado), an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2025.