Invesco Dorsey Wright Technology Momentum ETF
PTF
111 hedge funds and large institutions have $339M invested in Invesco Dorsey Wright Technology Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 6 closing their positions.
367% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more capital invested
Capital invested by funds: $266M → $339M (+$72.9M)
21% more funds holding
Funds holding: 92 → 111 (+19)
0.59% more ownership
Funds ownership: 44.75% → 45.34% (+0.59%)
35% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 34
99% less call options, than puts
Call options by funds: $399K | Put options by funds: $27.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
+$4.91M |
| 2 |
Morgan Stanley
New York
|
+$4.66M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.64M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.58M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.24M |
| 2 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$756K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$584K |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$500K |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$417K |
PTF Hedge Fund Activity: Q4 2024 in Review
111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q4 2024, worth a combined $339M — up 27% from $266M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PTF positions and 6 closed out — a net gain of 22 holders — while 22 added to existing stakes and 34 trimmed.
The largest buyer was Scarborough Advisors, opening a new position worth an estimated $4.91M. The largest seller was Envestnet Asset Management, cutting an estimated $1.24M.
- 111 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q4 2024, up from 92 in Q3 2024.
- Funds reported $339M of Invesco Dorsey Wright Technology Momentum ETF stock for Q4 2024, up 27% quarter-over-quarter.
- 28 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q4 2024 and 6 closed out, a net change of +22 holders.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q4 2024 was Scarborough Advisors, an estimated $4.91M added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2024.