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Invesco Dorsey Wright Technology Momentum ETF
PTF

109 hedge funds and large institutions have $216M invested in Invesco Dorsey Wright Technology Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $190M → $216M (+$26.1M)

5% more funds holding

Funds holding: 104 → 109 (+5)

2.04% more ownership

Funds ownership: 51.16% → 53.2% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
23
Reduced
39
Closed
8
Calls
$898K
Puts
–
Net Calls
+$898K
Net Calls Change
+$684K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.44M
2
LPL Financial
LPL Financial
California
+$3.65M
3
CLIP
Colter Lewis Investment Partners
Connecticut
+$2.29M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.75M
5
SF
Summit Financial
New Jersey
+$1.72M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$3.74M
2
TFA
Transamerica Financial Advisors
Florida
-$3.24M
3
PAG
Private Advisor Group
New Jersey
-$2.33M
4
TF
Theory Financial
Colorado
-$1.5M
5
QC
Quadrature Capital
United Kingdom
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$48.7M +$3.65M +41,802 +8%
Morgan Stanley
2
Morgan Stanley
New York
$24.8M +$4.44M +50,805 +22%
Bank of America
3
Bank of America
North Carolina
$15.8M +$437K +5,005 +3%
TFA
4
Transamerica Financial Advisors
Florida
$13.6M -$3.24M -37,064 -19%
Raymond James Financial
5
Raymond James Financial
Florida
$8.32M -$36.1K -413 -0.4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.84M -$217K -2,489 -3%
PFS
7
Paller Financial Services
Colorado
$6.44M -$280K -3,203 -4%
Wells Fargo
8
Wells Fargo
California
$5.79M -$506K -5,786 -8%
Ameriprise
9
Ameriprise
Minnesota
$4.46M -$489K -5,594 -10%
TF
10
Theory Financial
Colorado
$4.37M -$1.5M -17,161 -25%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.35M -$22.2K -254 -0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.9M +$870K +9,962 +28%
UBS Group
13
UBS Group
Switzerland
$3.48M -$247K -2,823 -7%
MFG
14
Merit Financial Group
Georgia
$3.37M -$265K -3,033 -7%
SG
15
StoneX Group
New York
$3.35M +$6.03K +69 +0.2%
IMC Chicago
16
IMC Chicago
Illinois
$2.91M +$1.1M +12,593 +60%
FFA
17
Farther Finance Advisors
California
$2.89M – – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.42M -$289K -3,306 -11%
CLIP
19
Colter Lewis Investment Partners
Connecticut
$2.27M +$2.29M +26,249 New
MWM
20
Mission Wealth Management
California
$2.1M – – –
BNMT
21
Bawa N Mallick Trust
New York
$2.07M – – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.01M +$355K +4,066 +21%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.82M -$53.5K -612 -3%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$1.73M +$1.75M +20,000 New
SF
25
Summit Financial
New Jersey
$1.7M +$1.72M +19,646 New
1
2 3 4 5

PTF Hedge Fund Activity: Q1 2026 in Review

109 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q1 2026, worth a combined $216M — up 14% from $190M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PTF positions and 8 closed out — a net gain of 7 holders — while 23 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.44M. The largest seller was Truist Financial, exiting entirely with an estimated $3.74M sold.

  • 109 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q1 2026, up from 104 in Q4 2025.
  • Funds reported $216M of Invesco Dorsey Wright Technology Momentum ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q1 2026 was Morgan Stanley, an estimated $4.44M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q1 2026 was Truist Financial, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2026.