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Invesco Dorsey Wright Technology Momentum ETF
PTF

100 hedge funds and large institutions have $199M invested in Invesco Dorsey Wright Technology Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 104 → 100 (-4)

6.63% less ownership

Funds ownership: 58.16% → 51.54% (-6.6%)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

22% less capital invested

Capital invested by funds: $255M → $199M (-$56.3M)

52% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 42

90% less call options, than puts

Call options by funds: $690K | Put options by funds: $6.83M

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
42
Closed
19
Calls
$690K
Puts
$6.83M
Net Calls
-$6.14M
Net Calls Change
+$2.95M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$6.8M
2
Two Sigma Investments
Two Sigma Investments
New York
+$5.16M
3
SOS
Silver Oak Securities
Tennessee
+$2.48M
4
Goldman Sachs
Goldman Sachs
New York
+$1.75M
5
TF
Theory Financial
Colorado
+$641K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$25.5M
2
Morgan Stanley
Morgan Stanley
New York
-$22.5M
3
Raymond James Financial
Raymond James Financial
Florida
-$9.93M
4
MML Investors Services
MML Investors Services
Massachusetts
-$7.96M
5
SA
Scarborough Advisors
Maryland
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$181K -$7.96K -129 -5%
HIA
77
Harbor Investment Advisory
Maryland
$171K -$4.63K -75 -3%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$145K +$44.8K +727 +52%
BAM
79
Bellevue Asset Management
Washington
$144K – – –
AF
80
Allworth Financial
California
$123K – – –
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$79K +$70.1K +1,137 +5,685%
SWP
82
Strategic Wealth Partners
Ohio
$67.7K +$61.2K +992 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$67K – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$61.5K – – –
GRP
85
Global Retirement Partners
California
$59.6K +$53.8K +873 New
MWM
86
MorganRosel Wealth Management
Colorado
$51.5K – – –
AWM
87
AE Wealth Management
Kansas
$46K +$123 +2 +0.3%
GIA
88
GHP Investment Advisors
Colorado
$44.4K +$40.1K +650 New
NS
89
NBC Securities
Alabama
$35K +$32.4K +525 New
US Bancorp
90
US Bancorp
Minnesota
$31.6K +$24.4K +395 +590%
RTL
91
Red Tortoise LLC
Georgia
$26.6K +$24K +390 New
SIS
92
Sound Income Strategies
Florida
$26.3K – – –
GWSG
93
GPS Wealth Strategies Group
Colorado
$22.9K – – –
CFD
94
Creative Financial Designs
Indiana
$19.9K – – –
HWM
95
Hemington Wealth Management
Virginia
$16K – – –
QWM
96
Quaker Wealth Management
New Jersey
$11.1K +$9.99K +162 New
MCM
97
MAI Capital Management
Ohio
$8.47K -$25.7K -417 -77%
AG
98
AmeriFlex Group
Nevada
$3.32K -$3.33K -54 -52%
SWM
99
Spire Wealth Management
Virginia
$2.68K – – –
PS
100
Principal Securities
Iowa
$683 +$617 +10 New
1 2 3
4
5

PTF Hedge Fund Activity: Q2 2025 in Review

100 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q2 2025, worth a combined $199M — down 22% from $255M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PTF and 16 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 20 added.

The largest buyer was Ameriprise, adding an estimated $6.8M. The largest seller was HighTower Advisors, cutting an estimated $25.5M.

  • 100 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q2 2025, down from 104 in Q1 2025.
  • Funds reported $199M of Invesco Dorsey Wright Technology Momentum ETF stock for Q2 2025, down 22% quarter-over-quarter.
  • 16 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q2 2025 and 19 closed out, a net change of -3 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q2 2025 was Ameriprise, an estimated $6.8M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q2 2025 was HighTower Advisors, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2025.