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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
P
76
&Partners
Tennessee
$213K +$30.4K +448 +14%
RC
77
Reik & Co
New York
$212K
Citadel Advisors
78
Citadel Advisors
Florida
$208K +$62.1K +915 +35%
NA
79
NewEdge Advisors
Louisiana
$201K
PTC
80
Private Trust Company
Ohio
$201K +$37.9K +558 +20%
JP Morgan Chase
81
JP Morgan Chase
New York
$163K +$188K +2,771 +277,100%
HIA
82
Harbor Investment Advisory
Maryland
$152K
CF
83
Centaurus Financial
California
$129K +$32.6K +480 +28%
BAM
84
Bellevue Asset Management
Washington
$124K
AF
85
Allworth Financial
California
$104K
ACA
86
Aptus Capital Advisors
Alabama
$88.4K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$82.5K -$15.7K -231 -14%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$58K
SW
89
SVB Wealth
Massachusetts
$57.5K +$66.2K +975 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$53.1K
MWM
91
MorganRosel Wealth Management
Colorado
$44.5K +$51.2K +754 New
AWM
92
AE Wealth Management
Kansas
$39.6K +$45.6K +671 New
MCM
93
MAI Capital Management
Ohio
$31.9K +$28.3K +417 +336%
SIS
94
Sound Income Strategies
Florida
$22.7K
GWSG
95
GPS Wealth Strategies Group
Colorado
$19.8K
CFD
96
Creative Financial Designs
Indiana
$17.2K
HWM
97
Hemington Wealth Management
Virginia
$13K
Group One Trading
98
Group One Trading
Illinois
$11.8K +$13.6K +200 New
EWM
99
Evermay Wealth Management
Virginia
$6.49K
AG
100
AmeriFlex Group
Nevada
$6.07K -$280K -4,128 -98%

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.