Who Owns PFI?
Invesco Dorsey Wright Financial Momentum ETF — Institutional Ownership & 13F Holdings
$57.76
+0.20 (+0.36%)
Market Cap
$53.2M
Shares Outstanding
1,002,665
Institutional Holders
31
Total Inst. Value
$37.4M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
7
Closed Positions
11
Increased
8
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Transamerica Financial Advisors, LLC | $15.6M | 292,323 |
| 2 | Janney Montgomery Scott LLCNew | $6.3M | 117,963 |
| 3 | BANK OF AMERICA CORP /DE/ | $3.0M | 55,809 |
| 4 | MORGAN STANLEY | $2.7M | 49,907 |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.0M | 37,199 |
| 6 | Genesee Capital Advisors, LLCNew | $938K | 17,558 |
| 7 | SPC Financial, Inc. | $927K | 17,337 |
| 8 | Farther Finance Advisors, LLCNew | $865K | 16,177 |
| 9 | UBS Group AG | $670K | 12,527 |
| 10 | IMC-Chicago, LLCNew | $617K | 11,540 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Transamerica Financial Advisors, LLC | +10K | $15.6M |
| Janney Montgomery Scott LLCNew | +118K | $6.3M |
| MORGAN STANLEY | +6K | $2.7M |
| Genesee Capital Advisors, LLCNew | +18K | $938K |
| SPC Financial, Inc. | +390 | $927K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -15K | $138K |
| Sunbelt Securities, Inc. | -5K | $186K |
| BANK OF AMERICA CORP /DE/ | -1K | $3.0M |
| UBS Group AG | -597 | $670K |
| CENTAURUS FINANCIAL, INC. | -450 | $103K |
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Frequently Asked Questions
How many institutional investors hold PFI?
As of Q1 2025, 31 institutional investors report holding PFI (Invesco Dorsey Wright Financial Momentum ETF) in their 13F filings.
Which hedge fund owns the most PFI?
The largest institutional holder of PFI is Transamerica Financial Advisors, LLC with $15.6M in shares.
Are institutions buying or selling PFI?
This quarter, 7 institutions opened new positions in PFI and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.