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Invesco Dorsey Wright Technology Momentum ETF

104 hedge funds and large institutions have $255M invested in Invesco Dorsey Wright Technology Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.82% more ownership

Funds ownership: 45.34%58.16% (+13%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

6% less funds holding

Funds holding: 111104 (-7)

25% less capital invested

Capital invested by funds: $339M → $255M (-$83.5M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

84% less call options, than puts

Call options by funds: $1.69M | Put options by funds: $10.8M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
33
Reduced
31
Closed
18
Calls
$1.69M
Puts
$10.8M
Net Calls
-$9.09M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$416K +$204K +3,000 +74%
BWG
52
Balanced Wealth Group
Ohio
$402K
CPIG
53
Chicago Partners Investment Group
Illinois
$396K +$438K +6,450 New
MOS
54
MGO One Seven
Ohio
$392K -$217K -3,193 -32%
SIC
55
Samalin Investment Counsel
New York
$386K
IFG
56
Independent Financial Group
California
$380K -$38.2K -562 -8%
WFC
57
Western Financial Corp
California
$366K +$27.4K +404 +7%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$356K -$247K -3,645 -38%
MWM
59
MinichMacGregor Wealth Management
New York
$353K +$27.6K +407 +7%
MIM
60
MTM Investment Management
South Carolina
$339K
WFA
61
WMG Financial Advisors
Tennessee
$335K +$48.1K +709 +14%
MGIA
62
Moneta Group Investment Advisors
Missouri
$333K -$27.2K -400 -7%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$327K +$167K +2,458 +80%
QC
64
Quadrature Capital
United Kingdom
$297K +$342K +5,040 New
TWM
65
Trueblood Wealth Management
Ohio
$295K +$340K +5,004 New
PAG
66
Private Advisory Group
Washington
$287K -$10.5K -154 -3%
CFG
67
Cooper Financial Group
California
$275K +$17.4K +256 +6%
SFC
68
Swisher Financial Concepts
Ohio
$274K
CFG
69
Carr Financial Group
Massachusetts
$251K -$15.8K -233 -5%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$250K -$34.9K -514 -11%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$250K +$169K +2,482 +145%
SPIA
72
Steward Partners Investment Advisory
New York
$242K
EH
73
Equitable Holdings
New York
$229K
IWM
74
IHT Wealth Management
Illinois
$228K +$4.07K +60 +2%
KF
75
KKM Financial
Illinois
$223K -$139K -2,050 -35%

PTF Hedge Fund Activity: Q1 2025 in Review

104 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q1 2025, worth a combined $255M — down 25% from $339M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PTF and 13 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 33 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.43M. The largest seller was Royal Bank of Canada, cutting an estimated $9.06M.

  • 104 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q1 2025, down from 111 in Q4 2024.
  • Funds reported $255M of Invesco Dorsey Wright Technology Momentum ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 13 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q1 2025 and 18 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $2.43M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $9.06M sold.

Based on aggregated 13F filings for Q1 2025.