Invesco Dorsey Wright Technology Momentum ETF
PTF
70 hedge funds and large institutions have $174M invested in Invesco Dorsey Wright Technology Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 11 closing their positions.
829% more call options, than puts
Call options by funds: $455K | Put options by funds: $49K
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
25% more capital invested
Capital invested by funds: $139M → $174M (+$34.9M)
4% more funds holding
Funds holding: 67 → 70 (+3)
56.25% less ownership
Funds ownership: 112.54% → 56.29% (-56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$22.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.91M |
| 3 |
Morgan Stanley
New York
|
+$4.36M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.88M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$994K |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$447K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$424K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$414K |
PTF Hedge Fund Activity: Q3 2023 in Review
70 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q3 2023, worth a combined $174M — up 25% from $139M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PTF positions and 11 closed out — a net gain of 3 holders — while 26 added to existing stakes and 17 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $22.4M. The largest seller was MML Investors Services, cutting an estimated $2.88M.
- 70 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q3 2023, up from 67 in Q2 2023.
- Funds reported $174M of Invesco Dorsey Wright Technology Momentum ETF stock for Q3 2023, up 25% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q3 2023 was HighTower Advisors, an estimated $22.4M added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q3 2023 was MML Investors Services, an estimated $2.88M sold.
Based on aggregated 13F filings for Q3 2023.