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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
MOS
76
MGO One Seven
Ohio
$219K -$39K -499 -15%
PTC
77
Private Trust Company
Ohio
$218K
IWM
78
IHT Wealth Management
Illinois
$218K
HighTower Advisors
79
HighTower Advisors
Illinois
$216K -$866K -11,088 -80%
BFG
80
Berger Financial Group
Minnesota
$214K -$9.29K -119 -4%
HAG
81
HighPoint Advisor Group
Illinois
$210K +$215K +2,750 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$208K +$34K +435 +19%
HIA
83
Harbor Investment Advisory
Maryland
$191K
SG
84
Sankala Group
Colorado
$174K +$147K +1,885 New
BAM
85
Bellevue Asset Management
Washington
$161K
SA
86
Scarborough Advisors
Maryland
$136K -$127K -1,627 -48%
AF
87
Allworth Financial
California
$134K -$3.9K -50 -3%
CF
88
Centaurus Financial
California
$102K -$178K -2,275 -63%
SWP
89
Strategic Wealth Partners
Ohio
$75.9K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$68.8K
GRP
91
Global Retirement Partners
California
$59.8K
MIFH
92
Migdal Insurance & Financial Holdings
Israel
$57K +$58.1K +744 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$52K
US Bancorp
94
US Bancorp
Minnesota
$37.5K
RTL
95
Red Tortoise LLC
Georgia
$29.8K
CFD
96
Creative Financial Designs
Indiana
$22.3K
PCA
97
Providence Capital Advisors
North Carolina
$19.6K
AWM
98
AE Wealth Management
Kansas
$13K -$41.1K -526 -76%
QWM
99
Quaker Wealth Management
New Jersey
$12.4K
MCM
100
MAI Capital Management
Ohio
$9.48K

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.