Invesco Dorsey Wright Technology Momentum ETF
PTF
90 hedge funds and large institutions have $230M invested in Invesco Dorsey Wright Technology Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 37 reducing their positions, and 4 closing their positions.
869% more call options, than puts
Call options by funds: $281K | Put options by funds: $29K
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
12.42% more ownership
Funds ownership: 45.47% → 57.88% (+12%)
8% more capital invested
Capital invested by funds: $213M → $230M (+$16.7M)
5% more funds holding
Funds holding: 86 → 90 (+4)
46% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.44M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.55M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.43M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.21M |
| 5 |
Morgan Stanley
New York
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.83M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.32M |
| 3 |
UWS
Unique Wealth Strategies
Burr Ridge,
Illinois
|
-$2.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$2.38M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.7M |
PTF Hedge Fund Activity: Q1 2024 in Review
90 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q1 2024, worth a combined $230M — up 7.8% from $213M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PTF positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 37 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.44M. The largest seller was UBS Group, cutting an estimated $4.83M.
- 90 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q1 2024, up from 86 in Q4 2023.
- Funds reported $230M of Invesco Dorsey Wright Technology Momentum ETF stock for Q1 2024, up 7.8% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q1 2024 and 4 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q1 2024 was LPL Financial, an estimated $2.44M added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q1 2024 was UBS Group, an estimated $4.83M sold.
Based on aggregated 13F filings for Q1 2024.