PTF icon

Invesco Dorsey Wright Technology Momentum ETF
PTF

Overview Fund Activity

90 hedge funds and large institutions have $265M invested in Invesco Dorsey Wright Technology Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
-4
Holders Change %
-4.26%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
24
Reduced
33
Closed
10
Calls
$82K
Puts
$25K
Net Calls
+$57K
Net Calls Change
+$57K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.38M
3
RJA
3
Raymond James & Associates
Florida
$8.39M
4
TF
4
Theory Financial
Colorado
$6.36M
5
VWM
5
Valley Wealth Managers
New Jersey
$3.04M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.27M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.94M
3
PTC
3
Private Trust Company
Ohio
$181K
4
IWM
4
IHT Wealth Management
Illinois
$241K
5
IMC Chicago
5
IMC Chicago
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$36.6M 576,695 +3,693 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$36.4M 573,455 +99,844 +21%
HighTower Advisors
3
HighTower Advisors
Illinois
$30.3M 477,258 +537 +0.1%
Bank of America
4
Bank of America
North Carolina
$16.3M 256,324 +5,376 +2%
TFA
5
Transamerica Financial Advisors
Florida
$15.1M 238,769 -236 -0.1%
MFG
6
Merit Financial Group
Georgia
$11M 172,951 -3,684 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.4M 163,416 -12,095 -7%
RJA
8
Raymond James & Associates
Florida
$8.39M 132,298 +48,643 +58%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.38M 132,175 +49,090 +59%
Wells Fargo
10
Wells Fargo
California
$8.1M 127,772 +9,845 +8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.94M 109,371 -12,090 -10%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.63M 104,537 -5,946 -5%
TF
13
Theory Financial
Colorado
$6.36M 99,014 +18,063 +22%
UBS Group
14
UBS Group
Switzerland
$6.27M 98,840 -49,472 -33%
Ameriprise
15
Ameriprise
Minnesota
$5.85M 92,286 +722 +0.8%
Stifel Financial
16
Stifel Financial
Missouri
$4.02M 63,388 +4,791 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.73M 58,748 +396 +0.7%
Truist Financial
18
Truist Financial
North Carolina
$3.09M 48,768 +24 +0%
VWM
19
Valley Wealth Managers
New Jersey
$3.04M 47,887 +18,074 +61%
GCA
20
Genesee Capital Advisors
New York
$2.54M 39,974 -50 -0.1%
SOS
21
Silver Oak Securities
Tennessee
$2.32M 36,441 +13,761 +61%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.12M 33,454 -1,333 -4%
SAM
23
SignalPoint Asset Management
Missouri
$2.11M 33,123 -115 -0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.94M 30,516 -25,347 -45%
NP
25
Nilsine Partners
Colorado
$1.68M 26,432 +1,004 +4%
1
2 3 4 5