Invesco Dorsey Wright Technology Momentum ETF
PTF
62 hedge funds and large institutions have $88.5M invested in Invesco Dorsey Wright Technology Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 11 closing their positions.
56% more call options, than puts
Call options by funds: $1.42M | Put options by funds: $907K
34% more capital invested
Capital invested by funds: $66M → $88.5M (+$22.5M)
16.59% more ownership
Funds ownership: 115.98% → 132.57% (+17%)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
2% less funds holding
Funds holding: 63 → 62 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$9.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.08M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.63M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$924K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$865K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.2M |
| 2 |
Morgan Stanley
New York
|
-$1.13M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$968K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$960K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$913K |
PTF Hedge Fund Activity: Q4 2022 in Review
62 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q4 2022, worth a combined $88.5M — up 34% from $66M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PTF positions and 11 closed out — a net gain of 1 holder — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Merit Financial Group, opening a new position worth an estimated $9.9M. The largest seller was Royal Bank of Canada, cutting an estimated $1.2M.
- 62 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q4 2022, down from 63 in Q3 2022.
- Funds reported $88.5M of Invesco Dorsey Wright Technology Momentum ETF stock for Q4 2022, up 34% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q4 2022 and 11 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q4 2022 was Merit Financial Group, an estimated $9.9M added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2022.