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Invesco Dorsey Wright Technology Momentum ETF

72 hedge funds and large institutions have $102M invested in Invesco Dorsey Wright Technology Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

3% more funds holding

Funds holding: 7072 (+2)

7% more call options, than puts

Call options by funds: $5.37M | Put options by funds: $5.04M

3% more capital invested

Capital invested by funds: $98.7M → $102M (+$3.04M)

0.7% more ownership

Funds ownership: 81.25%81.95% (+0.7%)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
23
Closed
5
Calls
$5.37M
Puts
$5.04M
Net Calls
+$330K
Net Calls Change
+$913K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.5M -$230K -4,512 -1%
Bank of America
2
Bank of America
North Carolina
$8.88M -$172K -3,372 -2%
LPL Financial
3
LPL Financial
California
$6.91M +$165K +3,240 +2%
UBS Group
4
UBS Group
Switzerland
$6.39M -$278K -5,442 -4%
Wells Fargo
5
Wells Fargo
California
$4.95M -$951K -18,633 -16%
FA
6
Fortis Advisors
Pennsylvania
$3.06M -$190K -3,732 -6%
Stifel Financial
7
Stifel Financial
Missouri
$2.72M +$54.7K +1,071 +2%
Ameriprise
8
Ameriprise
Minnesota
$2.7M +$1.08M +21,249 +65%
IMC Chicago
9
IMC Chicago
Illinois
$2.66M +$2.71M +53,178 New
RJA
10
Raymond James & Associates
Florida
$2.54M -$19K -372 -0.7%
MML Investors Services
11
MML Investors Services
Massachusetts
$2.47M +$589K +11,532 +30%
AIP
12
Ahrens Investment Partners
Louisiana
$2.33M +$2.37M +46,470 New
SAM
13
SignalPoint Asset Management
Missouri
$1.98M -$45.8K -897 -2%
Citadel Advisors
14
Citadel Advisors
Florida
$1.91M +$1.07M +20,874 +121%
Bank Julius Baer & Co
15
Bank Julius Baer & Co
Switzerland
$1.88M +$306 +6 +0%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.67M +$1.23K +24 +0.1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.5M +$181K +3,555 +13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.49M -$23.7K -465 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.47M -$1.17M -22,911 -44%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.34M -$100K -1,968 -7%
MWM
21
Mission Wealth Management
California
$1.22M
AW
22
ACG Wealth
Georgia
$1.18M -$306K -6,000 -20%
FTUS
23
Flow Traders U.S.
New York
$1.17M +$1.19M +23,397 New
IWM
24
IHT Wealth Management
Illinois
$1.16M -$100K -1,968 -8%
EWA
25
EP Wealth Advisors
California
$1.13M -$53.6K -1,050 -4%

PTF Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q3 2021, worth a combined $102M — up 3.1% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PTF positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $2.71M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $2.03M.

  • 72 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q3 2021, up from 70 in Q2 2021.
  • Funds reported $102M of Invesco Dorsey Wright Technology Momentum ETF stock for Q3 2021, up 3.1% quarter-over-quarter.
  • 9 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q3 2021 and 5 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q3 2021 was IMC Chicago, an estimated $2.71M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q3 2021 was Qube Research & Technologies (QRT), an estimated $2.03M sold.

Based on aggregated 13F filings for Q3 2021.