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Invesco Dorsey Wright Technology Momentum ETF
PTF

109 hedge funds and large institutions have $216M invested in Invesco Dorsey Wright Technology Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $190M → $216M (+$26.1M)

5% more funds holding

Funds holding: 104 → 109 (+5)

2.04% more ownership

Funds ownership: 51.16% → 53.2% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
23
Reduced
39
Closed
8
Calls
$898K
Puts
–
Net Calls
+$898K
Net Calls Change
+$684K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.44M
2
LPL Financial
LPL Financial
California
+$3.65M
3
CLIP
Colter Lewis Investment Partners
Connecticut
+$2.29M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.75M
5
SF
Summit Financial
New Jersey
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$3.74M
2
TFA
Transamerica Financial Advisors
Florida
-$3.24M
3
PAG
Private Advisor Group
New Jersey
-$2.33M
4
TF
Theory Financial
Colorado
-$1.5M
5
QC
Quadrature Capital
United Kingdom
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.57M -$75.5K -864 -5%
BFG
27
Bleakley Financial Group
New Jersey
$1.53M +$1.54M +17,675 New
GCA
28
Genesee Capital Advisors
New York
$1.37M +$77.7K +889 +6%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.27M +$45.3K +519 +4%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.22M +$262K +3,003 +27%
AC
31
AlphaCore Capital
California
$1.2M -$69.9K -800 -5%
HT
32
Heritage Trust
Oklahoma
$1.17M – – –
Stifel Financial
33
Stifel Financial
Missouri
$1.05M -$87 -1 -0%
SEP
34
Signature Equity Partners
Ohio
$981K +$87K +996 +10%
EWA
35
EP Wealth Advisors
California
$884K – – –
QCM
36
Quantinno Capital Management
New York
$851K – – –
UWS
37
Unique Wealth Strategies
Illinois
$847K -$19.1K -219 -2%
SWP
38
Stratos Wealth Partners
Ohio
$845K +$9.52K +109 +1%
DWM
39
Darwin Wealth Management
Florida
$777K -$40.9K -468 -5%
PAG
40
Private Advisor Group
New Jersey
$721K -$2.33M -26,679 -76%
CPIG
41
Chicago Partners Investment Group
Illinois
$711K – – –
ASN
42
Advisory Services Network
Georgia
$710K -$10.4K -119 -1%
BWM
43
Benson Wealth Management
Tennessee
$701K – – –
Betterment LLC
44
Betterment LLC
New York
$600K +$113K +1,295 +23%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$599K -$180K -2,056 -23%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$596K +$603K +6,907 New
BWG
47
Balanced Wealth Group
Ohio
$577K -$10.9K -125 -2%
GWM
48
Geneos Wealth Management
Colorado
$574K +$2.97K +34 +0.5%
NA
49
NewEdge Advisors
Louisiana
$555K +$264K +3,019 +88%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$548K +$49.7K +569 +10%
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PTF Hedge Fund Activity: Q1 2026 in Review

109 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q1 2026, worth a combined $216M — up 14% from $190M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PTF positions and 8 closed out — a net gain of 7 holders — while 23 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.44M. The largest seller was Truist Financial, exiting entirely with an estimated $3.74M sold.

  • 109 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q1 2026, up from 104 in Q4 2025.
  • Funds reported $216M of Invesco Dorsey Wright Technology Momentum ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q1 2026 was Morgan Stanley, an estimated $4.44M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q1 2026 was Truist Financial, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2026.