Who Owns PTF?
Invesco Dorsey Wright Technology Momentum ETF — Institutional Ownership & 13F Holdings
$105.80
-5.46 (-4.91%)
Market Cap
$452.3M
Shares Outstanding
5,081,517
Institutional Holders
100
Total Inst. Value
$207.2M
% of Float Held
—
QoQ Holder Change
+40
Institutional data as of Q1 2025
New Positions
22
Closed Positions
17
Increased
28
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $38.2M | 648,080 |
| 2 | HighTower Advisors, LLC | $25.3M | 428,768 |
| 3 | RAYMOND JAMES FINANCIAL INC | $15.6M | 264,332 |
| 4 | Transamerica Financial Advisors, LLC | $15.0M | 255,095 |
| 5 | BANK OF AMERICA CORP /DE/ | $14.1M | 238,839 |
| 6 | MML INVESTORS SERVICES, LLC | $9.8M | 166,877 |
| 7 | WELLS FARGO & COMPANY/MN | $7.4M | 125,050 |
| 8 | Janney Montgomery Scott LLCNew | $6.5M | 109,541 |
| 9 | UBS Group AG | $6.4M | 108,808 |
| 10 | AMERIPRISE FINANCIAL INC | $6.0M | 102,557 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +9K | $38.2M |
| Transamerica Financial Advisors, LLC | +7K | $15.0M |
| MML INVESTORS SERVICES, LLC | +11K | $9.8M |
| Janney Montgomery Scott LLCNew | +110K | $6.5M |
| Cambridge Investment Research Advisors, Inc. | +36K | $5.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ROYAL BANK OF CANADA | -133K | $1.8M |
| Merit Financial Group, LLC | -75K | $5K |
| THEORY FINANCIAL LLC | -52K | $2.1M |
| HighTower Advisors, LLC | -48K | $25.3M |
| UBS Group AG | -40K | $6.4M |
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Frequently Asked Questions
How many institutional investors hold PTF?
As of Q1 2025, 100 institutional investors report holding PTF (Invesco Dorsey Wright Technology Momentum ETF) in their 13F filings.
Which hedge fund owns the most PTF?
The largest institutional holder of PTF is MORGAN STANLEY with $38.2M in shares.
Are institutions buying or selling PTF?
This quarter, 22 institutions opened new positions in PTF and 17 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.