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Invesco Dorsey Wright Technology Momentum ETF

102 hedge funds and large institutions have $219M invested in Invesco Dorsey Wright Technology Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

15.19% more ownership

Funds ownership: 51.54%66.73% (+15%)

10% more capital invested

Capital invested by funds: $199M → $219M (+$19.9M)

2% more funds holding

Funds holding: 100102 (+2)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
23
Reduced
36
Closed
8
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$40.3M -$2.84M -40,690 -7%
SWGC
2
Summit Wealth Group (Colorado)
Colorado
$22.7M +$58.2M +834,491 New
Morgan Stanley
3
Morgan Stanley
New York
$21.6M +$352K +5,055 +2%
TFA
4
Transamerica Financial Advisors
Florida
$15.9M -$707K -10,136 -5%
Bank of America
5
Bank of America
North Carolina
$12.8M -$373K -5,348 -3%
Raymond James Financial
6
Raymond James Financial
Florida
$7.41M -$294K -4,215 -4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.56M -$160K -2,295 -3%
Wells Fargo
8
Wells Fargo
California
$5.74M -$464K -6,660 -8%
UBS Group
9
UBS Group
Switzerland
$5.63M -$1.21M -17,332 -19%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.96M -$110K -1,580 -2%
TF
11
Theory Financial
Colorado
$4.81M +$1M +14,390 +31%
Ameriprise
12
Ameriprise
Minnesota
$4.45M -$10.7M -153,266 -72%
Truist Financial
13
Truist Financial
North Carolina
$3.7M +$64.5K +926 +2%
MFG
14
Merit Financial Group
Georgia
$3.68M -$2.27M -32,511 -40%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.44M +$1.21M +17,402 +61%
SOS
16
Silver Oak Securities
Tennessee
$2.87M -$124K -1,778 -4%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.86M +$30.6K +439 +1%
SG
18
StoneX Group
New York
$2.82M +$40.3K +578 +2%
PAG
19
Private Advisor Group
New Jersey
$2.64M +$1.87M +26,830 +317%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.53M -$1.24M -17,738 -34%
FFA
21
Farther Finance Advisors
California
$2.43M +$21.7K +312 +1%
Goldman Sachs
22
Goldman Sachs
New York
$2.41M +$262K +3,754 +13%
GSWM
23
Golden State Wealth Management
California
$1.97M -$34.2K -491 -2%
MWM
24
Mission Wealth Management
California
$1.82M
BNMT
25
Bawa N Mallick Trust
New York
$1.8M

PTF Hedge Fund Activity: Q3 2025 in Review

102 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q3 2025, worth a combined $219M — up 10% from $199M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PTF positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 36 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $58.2M. The largest seller was Ameriprise, cutting an estimated $10.7M.

  • 102 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q3 2025, up from 100 in Q2 2025.
  • Funds reported $219M of Invesco Dorsey Wright Technology Momentum ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 11 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q3 2025 and 8 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q3 2025 was Summit Wealth Group (Colorado), an estimated $58.2M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q3 2025 was Ameriprise, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2025.