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Invesco Dorsey Wright Technology Momentum ETF

104 hedge funds and large institutions have $255M invested in Invesco Dorsey Wright Technology Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.82% more ownership

Funds ownership: 45.34%58.16% (+13%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

6% less funds holding

Funds holding: 111104 (-7)

25% less capital invested

Capital invested by funds: $339M → $255M (-$83.5M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

84% less call options, than puts

Call options by funds: $1.69M | Put options by funds: $10.8M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
33
Reduced
31
Closed
18
Calls
$1.69M
Puts
$10.8M
Net Calls
-$9.09M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.2M +$604K +8,895 +1%
LPL Financial
2
LPL Financial
California
$36.7M -$326K -4,805 -0.8%
HighTower Advisors
3
HighTower Advisors
Illinois
$25.3M -$3.25M -47,797 -10%
Raymond James Financial
4
Raymond James Financial
Florida
$15.6M -$2.4M -35,403 -12%
TFA
5
Transamerica Financial Advisors
Florida
$15M +$455K +6,701 +3%
Bank of America
6
Bank of America
North Carolina
$14.1M -$628K -9,244 -4%
MML Investors Services
7
MML Investors Services
Massachusetts
$9.84M +$745K +10,979 +7%
Wells Fargo
8
Wells Fargo
California
$7.37M -$513K -7,554 -6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$6.46M -$15.1K -223 -0.2%
UBS Group
10
UBS Group
Switzerland
$6.42M -$2.71M -39,877 -27%
Ameriprise
11
Ameriprise
Minnesota
$6.05M -$1.23M -18,180 -15%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.66M +$2.43M +35,730 +59%
MFG
13
Merit Financial Group
Georgia
$5.47M -$5.09M -75,017 -45%
SA
14
Scarborough Advisors
Maryland
$5.1M +$1.17M +17,209 +25%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.69M +$1.68M +24,783 +66%
Stifel Financial
16
Stifel Financial
Missouri
$3.4M -$309K -4,545 -7%
Truist Financial
17
Truist Financial
North Carolina
$2.85M -$3.67K -54 -0.1%
GA
18
Guerra Advisors
Florida
$2.47M +$301K +4,437 +12%
TF
19
Theory Financial
Colorado
$2.13M -$3.55M -52,218 -59%
SG
20
StoneX Group
New York
$2.04M +$57.3K +844 +3%
IMC Chicago
21
IMC Chicago
Illinois
$2M +$2.3M +33,924 New
FFA
22
Farther Finance Advisors
California
$1.95M +$2.23M +32,782 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.77M -$9.06M -133,398 -82%
OWA
24
Outlook Wealth Advisors
Texas
$1.55M +$376K +5,533 +27%
Jane Street
25
Jane Street
New York
$1.45M +$1.67M +24,668 New

PTF Hedge Fund Activity: Q1 2025 in Review

104 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q1 2025, worth a combined $255M — down 25% from $339M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PTF and 13 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 33 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.43M. The largest seller was Royal Bank of Canada, cutting an estimated $9.06M.

  • 104 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q1 2025, down from 111 in Q4 2024.
  • Funds reported $255M of Invesco Dorsey Wright Technology Momentum ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 13 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q1 2025 and 18 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $2.43M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $9.06M sold.

Based on aggregated 13F filings for Q1 2025.