PFI

Invesco Dorsey Wright Financial Momentum ETF
$52.47+0.20 (+0.39%)Financial ServicesNASDAQ

Institutional Holders

41

as of Q4 2025

Total Shares Held

2.4646990903398733e+151B

Total Value

$1.4229500020001861e+78T

% of Float

Price History

$47.15$51.32$55.48$59.65$63.81Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Transamerica Financial Advisors, LLC246,469$14.2M1.19%Share
2Janney Montgomery Scott LLC90,903$5.0M0.01%Share
3BANK OF AMERICA CORP /DE/39,873$2.0M0.00%Share
4IMC-Chicago, LLC32,256$1.9M0.00%Share
5AMERIPRISE FINANCIAL INC18,152$1.0M0.00%Share
6MORGAN STANLEY31,349$1.0M0.00%Share
7AlphaCore Capital LLC17,847$1.0M0.02%Share
8LPL Financial LLC24,193$1.0M0.00%Share
9Farther Finance Advisors, LLC16,911$976K0.01%Share
10UBS Group AG11,388$657K0.00%Share
11Genesee Capital Advisors, LLC9,247$533K0.21%Share
12Trueblood Wealth Management, LLC7,405$427K0.17%Share
13Asset Dedication, LLC5,973$344K0.02%Share
14Sensible Money, LLC5,973$344K0.11%Share
15SILVER OAK SECURITIES, INCORPORATED5,721$333K0.02%Share
16Laurel Wealth Advisors LLC4,367$252K0.03%Share
17Geneos Wealth Management Inc.1,800$103K0.00%Share
18BELLEVUE ASSET MANAGEMENT, LLC1,472$85K0.03%Share
19Darwin Wealth Management, LLC598$34K0.01%Share
20Sound Income Strategies, LLC338$20K0.00%Share
21Providence Capital Advisors, LLC293$16K0.00%Share
22UBS Group AG114$6K0.00%Share
23CITADEL ADVISORS LLC5,558$00.00%Share
24FMR LLC59$00.00%Share
25Sunbelt Securities, Inc.3$00.00%Share
26BANK OF AMERICA CORP /DE/13,250$00.00%Share
27JONES FINANCIAL COMPANIES LLLP2,448$00.00%Share
28Kestra Advisory Services, LLC2,000$00.00%Share
29BANK OF MONTREAL /CAN/62$00.00%Share
30Cambridge Investment Research Advisors, Inc.10,226$00.00%Share
31MORGAN STANLEY590$00.00%Share
32MORGAN STANLEY112$00.00%Share
33RAYMOND JAMES FINANCIAL INC3,180$00.00%Share
34WELLS FARGO & COMPANY/MN36$00.00%Share
35RAYMOND JAMES FINANCIAL INC2,942$00.00%Share
36Advisory Services Network, LLC7,683$00.00%Share
37Cetera Investment Advisers5,116$00.00%Share
38OSAIC HOLDINGS, INC.1,642$00.00%Share
39IFP Advisors, Inc300$00.00%Share
40GOLDMAN SACHS GROUP INC6,839$00.00%Share
41ROYAL BANK OF CANADA5,854$00.00%Share