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Invesco Dorsey Wright Technology Momentum ETF

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: 102104 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
Samalin Investment Counsel
New York
$476K -$25.1K -321 -5%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$442K -$469 -6 -0.1%
Betterment LLC
53
Betterment LLC
New York
$433K +$135K +1,725 +44%
P
54
&Partners
Tennessee
$422K -$26.4K -338 -6%
SIS
55
Sound Income Strategies
Florida
$417K +$359K +4,603 +1,196%
MGIA
56
Moneta Group Investment Advisors
Missouri
$416K -$16.6K -213 -4%
AWA
57
Arete Wealth Advisors
Illinois
$397K +$406K +5,194 New
SPIA
58
Steward Partners Investment Advisory
New York
$391K -$156 -2 -0%
SPC
59
Sigma Planning Corp
Michigan
$365K +$33.7K +432 +10%
CFG
60
Cooper Financial Group
California
$339K -$28.9K -370 -8%
WS
61
Wedbush Securities
California
$338K +$345K +4,418 New
SOS
62
Silver Oak Securities
Tennessee
$317K -$2.68M -34,267 -89%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$314K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$311K
MIM
65
MTM Investment Management
South Carolina
$303K -$65.8K -843 -18%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$295K -$23.4K -300 -7%
EH
67
Equitable Holdings
New York
$288K -$9.76K -125 -3%
Mariner
68
Mariner
Kansas
$280K
RC
69
Reik & Co
New York
$275K
KAS
70
Kestra Advisory Services
Texas
$262K -$31.3K -401 -10%
NA
71
NewEdge Advisors
Louisiana
$261K
KF
72
KKM Financial
Illinois
$256K -$9.68K -124 -4%
AQR Capital Management
73
AQR Capital Management
Connecticut
$256K -$33.1K -424 -11%
PFPG
74
Pinnacle Financial Partners (Georgia)
Georgia
$254K +$259K +3,320 New
JSW
75
Journey Strategic Wealth
New Jersey
$229K

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.