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Invesco Dorsey Wright Technology Momentum ETF
PTF

109 hedge funds and large institutions have $216M invested in Invesco Dorsey Wright Technology Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $190M → $216M (+$26.1M)

5% more funds holding

Funds holding: 104 → 109 (+5)

2.04% more ownership

Funds ownership: 51.16% → 53.2% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
23
Reduced
39
Closed
8
Calls
$898K
Puts
–
Net Calls
+$898K
Net Calls Change
+$684K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.44M
2
LPL Financial
LPL Financial
California
+$3.65M
3
CLIP
Colter Lewis Investment Partners
Connecticut
+$2.29M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.75M
5
SF
Summit Financial
New Jersey
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$3.74M
2
TFA
Transamerica Financial Advisors
Florida
-$3.24M
3
PAG
Private Advisor Group
New Jersey
-$2.33M
4
TF
Theory Financial
Colorado
-$1.5M
5
QC
Quadrature Capital
United Kingdom
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
76
Cooper Financial Group
California
$272K -$112K -1,280 -29%
JSW
77
Journey Strategic Wealth
New Jersey
$259K – – –
PFPG
78
Pinnacle Financial Partners (Georgia)
Georgia
$258K -$29K -332 -10%
KF
79
KKM Financial
Illinois
$256K – – –
MOS
80
MGO One Seven
Ohio
$247K – – –
PTC
81
Private Trust Company
Ohio
$246K – – –
IWM
82
IHT Wealth Management
Illinois
$246K – – –
BFG
83
Berger Financial Group
Minnesota
$233K -$8.56K -98 -4%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$232K -$867K -9,924 -80%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$228K -$6.38K -73 -3%
TWM
86
Trueblood Wealth Management
Ohio
$226K +$228K +2,613 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$225K -$131K -1,500 -36%
CFG
88
Carr Financial Group
Massachusetts
$217K +$219K +2,508 New
HIA
89
Harbor Investment Advisory
Maryland
$216K – – –
FTS
90
Fifth Third Securities
Ohio
$206K +$209K +2,392 New
DADC
91
D.A. Davidson & Co
Montana
$202K +$205K +2,345 New
LWM
92
LJI Wealth Management
Indiana
$201K +$203K +2,325 New
BAM
93
Bellevue Asset Management
Washington
$182K – – –
SG
94
Sankala Group
Colorado
$180K +$16.5K +189 +10%
AF
95
Allworth Financial
California
$151K – – –
CF
96
Centaurus Financial
California
$141K +$26.2K +300 +23%
SA
97
Scarborough Advisors
Maryland
$123K -$31K -355 -20%
SWP
98
Strategic Wealth Partners
Ohio
$85.6K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$77.7K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$58.3K – – –
1 2 3
4
5

PTF Hedge Fund Activity: Q1 2026 in Review

109 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q1 2026, worth a combined $216M — up 14% from $190M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PTF positions and 8 closed out — a net gain of 7 holders — while 23 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.44M. The largest seller was Truist Financial, exiting entirely with an estimated $3.74M sold.

  • 109 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q1 2026, up from 104 in Q4 2025.
  • Funds reported $216M of Invesco Dorsey Wright Technology Momentum ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q1 2026 was Morgan Stanley, an estimated $4.44M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q1 2026 was Truist Financial, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2026.