Invesco Dorsey Wright Technology Momentum ETF
PTF
67 hedge funds and large institutions have $139M invested in Invesco Dorsey Wright Technology Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 8 closing their positions.
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
91% more call options, than puts
Call options by funds: $309K | Put options by funds: $162K
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
49% more capital invested
Capital invested by funds: $92.8M → $139M (+$45.9M)
9.13% more ownership
Funds ownership: 103.41% → 112.54% (+9.1%)
8% more funds holding
Funds holding: 62 → 67 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$11.7M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.84M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.2M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.32M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.61M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.1M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.05M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$751K |
| 5 |
Goldman Sachs
New York
|
-$335K |
PTF Hedge Fund Activity: Q2 2023 in Review
67 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q2 2023, worth a combined $139M — up 49% from $92.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PTF positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $11.7M. The largest seller was CX Institutional, exiting entirely with an estimated $1.61M sold.
- 67 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q2 2023, up from 62 in Q1 2023.
- Funds reported $139M of Invesco Dorsey Wright Technology Momentum ETF stock for Q2 2023, up 49% quarter-over-quarter.
- 13 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q2 2023 and 8 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q2 2023 was Transamerica Financial Advisors, an estimated $11.7M added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q2 2023 was CX Institutional, an estimated $1.61M sold.
Based on aggregated 13F filings for Q2 2023.