Invesco Dorsey Wright Technology Momentum ETF
PTF
66 hedge funds and large institutions have $65.5M invested in Invesco Dorsey Wright Technology Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 11 closing their positions.
1.23% less ownership
Funds ownership: 108.49% → 107.26% (-1.2%)
7% less funds holding
Funds holding: 71 → 66 (-5)
33% less capital invested
Capital invested by funds: $97.4M → $65.5M (-$31.9M)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
48% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 27
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$6.2M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$4.47M |
| 3 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$2.18M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$1.38M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Koshinski Asset Management
Decatur,
Illinois
| – | -$2.07K | -45 | Closed |
|
|
SIC
77
Salem Investment Counselors
Winston Salem,
North Carolina
| – | +$477 | +12 | New |
|
PTF Hedge Fund Activity: Q2 2022 in Review
66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q2 2022, worth a combined $65.5M — down 33% from $97.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PTF and 7 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 14 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $4.54M. The largest seller was Morgan Stanley, cutting an estimated $6.2M.
- 66 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q2 2022, down from 71 in Q1 2022.
- Funds reported $65.5M of Invesco Dorsey Wright Technology Momentum ETF stock for Q2 2022, down 33% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q2 2022 and 11 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $4.54M added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q2 2022 was Morgan Stanley, an estimated $6.2M sold.
Based on aggregated 13F filings for Q2 2022.