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Invesco Dorsey Wright Technology Momentum ETF
PTF

14 hedge funds and large institutions have $13.9M invested in Invesco Dorsey Wright Technology Momentum ETF in 2013 Q2 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

138.49% more ownership

Funds ownership: 0% → 138.49% (+138%)

Holders
14
Holders Change
+14
Holders Change %
–
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.38M +$4.29M +437,493 New
SAM
2
SignalPoint Asset Management
Missouri
$2.81M +$2.75M +280,881 New
Morgan Stanley
3
Morgan Stanley
New York
$2.02M +$1.98M +202,143 New
U
4
UBS
Switzerland
$2.02M +$1.98M +201,951 New
Wells Fargo
5
Wells Fargo
California
$877K +$859K +87,666 New
AW
6
ACG Wealth
Georgia
$535K +$524K +53,490 New
WBG
7
Wharton Business Group
Pennsylvania
$291K +$286K +29,130 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$280K +$274K +27,990 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$245K +$241K +24,540 New
LPL Financial
10
LPL Financial
California
$240K +$235K +23,991 New
CFA
11
Carroll Financial Associates
North Carolina
$59K +$58.2K +5,940 New
MAS
12
Madden Advisory Services
Florida
$57K +$55.9K +5,700 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$37K +$36.2K +3,690 New
MFS
14
MSI Financial Services
Massachusetts
$3K +$2.94K +300 New

PTF Hedge Fund Activity: Q2 2013 in Review

14 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q2 2013, worth a combined $13.9M.

Buyers outnumbered sellers: 14 funds opened new PTF positions and 0 closed out — a net gain of 14 holders — while 0 added to existing stakes and 0 trimmed.

  • 14 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $13.9M of Invesco Dorsey Wright Technology Momentum ETF stock for Q2 2013.
  • 14 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q2 2013 and 0 closed out, a net change of +14 holders.

Based on aggregated 13F filings for Q2 2013.