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Invesco Dorsey Wright Technology Momentum ETF

102 hedge funds and large institutions have $219M invested in Invesco Dorsey Wright Technology Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

15.19% more ownership

Funds ownership: 51.54%66.73% (+15%)

10% more capital invested

Capital invested by funds: $199M → $219M (+$19.9M)

2% more funds holding

Funds holding: 100102 (+2)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
23
Reduced
36
Closed
8
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Berger Financial Group
Minnesota
$218K -$1.39K -20 -0.7%
PTC
77
Private Trust Company
Ohio
$214K
IWM
78
IHT Wealth Management
Illinois
$213K -$66.2K -950 -25%
GA
79
Guerra Advisors
Florida
$204K -$41.3K -593 -18%
FTUS
80
Flow Traders U.S.
New York
$203K +$189K +2,711 New
HIA
81
Harbor Investment Advisory
Maryland
$187K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$171K +$10.9K +157 +7%
BAM
83
Bellevue Asset Management
Washington
$157K
AF
84
Allworth Financial
California
$135K
SWP
85
Strategic Wealth Partners
Ohio
$74.2K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$67.3K
GRP
87
Global Retirement Partners
California
$58.5K -$6.34K -91 -10%
AWM
88
AE Wealth Management
Kansas
$52.1K +$1.6K +23 +3%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$51K -$21.7K -312 -32%
GIA
90
GHP Investment Advisors
Colorado
$48.6K
US Bancorp
91
US Bancorp
Minnesota
$36.7K +$1.95K +28 +6%
SIS
92
Sound Income Strategies
Florida
$31.1K
RTL
93
Red Tortoise LLC
Georgia
$29.2K
GWSG
94
GPS Wealth Strategies Group
Colorado
$23.2K -$1.74K -25 -7%
CFD
95
Creative Financial Designs
Indiana
$21.8K
PCA
96
Providence Capital Advisors
North Carolina
$19.2K +$17.8K +256 New
HWM
97
Hemington Wealth Management
Virginia
$17K
QWM
98
Quaker Wealth Management
New Jersey
$12.1K
MCM
99
MAI Capital Management
Ohio
$9.28K
SWM
100
Spire Wealth Management
Virginia
$2.94K

PTF Hedge Fund Activity: Q3 2025 in Review

102 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q3 2025, worth a combined $219M — up 10% from $199M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PTF positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 36 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $58.2M. The largest seller was Ameriprise, cutting an estimated $10.7M.

  • 102 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q3 2025, up from 100 in Q2 2025.
  • Funds reported $219M of Invesco Dorsey Wright Technology Momentum ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 11 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q3 2025 and 8 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q3 2025 was Summit Wealth Group (Colorado), an estimated $58.2M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q3 2025 was Ameriprise, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2025.