Invesco Dorsey Wright Technology Momentum ETF
PTF
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.
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: 100 → 102 (+2)
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
+$58.2M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.87M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$1.55M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.21M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.7M |
| 2 |
Two Sigma Investments
New York
|
-$5.71M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.84M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$2.27M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Simplex Trading
Chicago,
Illinois
| $2K | +$2.3K | +33 | New |
|
|
PS
102
Principal Securities
Des Moines,
Iowa
| $748 | – | – | – |
|
|
103
Two Sigma Investments
New York
| – | -$5.71M | -83,600 | Closed |
|
|
QC
104
Quadrature Capital
London,
United Kingdom
| – | -$747K | -10,936 | Closed |
|
|
GIM
105
Glenmede Investment Management
Philadelphia,
Pennsylvania
| – | -$739K | -10,820 | Closed |
|
|
TWM
106
Trueblood Wealth Management
Lima,
Ohio
| – | -$384K | -5,623 | Closed |
|
107
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$79K | -1,157 | Closed |
|
|
MWM
108
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| – | -$51.5K | -754 | Closed |
|
|
NS
109
NBC Securities
Birmingham,
Alabama
| – | -$35K | -525 | Closed |
|
|
AG
110
AmeriFlex Group
Las Vegas,
Nevada
| – | -$3.32K | -49 | Closed |
|
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.