Invesco Dorsey Wright Technology Momentum ETF(PTF)

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Invesco Dorsey Wright Technology Momentum ETF(PTF)

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$102.34—

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PTF(PTF)

PTF

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 121 Institutional Holders

Holder	Shares	Date	Change	% Held
Scarborough Advisors, LLC	--	Jun 30, 26	-1.43K	--
LPL Financial LLC	564.33K	Mar 31, 26	+41.80K	13.11%
MORGAN STANLEY	286.91K	Mar 31, 26	+50.80K	6.67%
BANK OF AMERICA CORP /DE/	182.67K	Mar 31, 26	+5.00K	4.24%
Transamerica Financial Advisors, Inc.	157.17K	Mar 31, 26	-37.06K	3.65%
RAYMOND JAMES FINANCIAL INC	96.39K	Mar 31, 26	-413	2.24%
Janney Montgomery Scott LLC	79.19K	Mar 31, 26	-2.49K	1.84%
WELLS FARGO & COMPANY/MN	67.10K	Mar 31, 26	-5.79K	1.56%
AMERIPRISE FINANCIAL INC	51.60K	Mar 31, 26	-5.59K	1.20%
THEORY FINANCIAL LLC	50.61K	Mar 31, 26	-17.16K	1.18%
ADVISOR GROUP HOLDINGS, INC.	50.40K	Mar 31, 26	-254	1.17%
ROYAL BANK OF CANADA	45.21K	Mar 31, 26	+9.96K	1.05%
UBS Group AG	40.28K	Mar 31, 26	-2.82K	0.94%
StoneX Group Inc.	38.77K	Mar 31, 26	+69	0.90%
IMC-Chicago, LLC	33.70K	Mar 31, 26	+12.59K	0.78%
Cambridge Investment Research Advisors, Inc.	28.03K	Mar 31, 26	-3.31K	0.65%
ENVESTNET ASSET MANAGEMENT INC	23.27K	Mar 31, 26	+4.07K	0.54%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21.13K	Mar 31, 26	-612	0.49%
BNP PARIBAS ARBITRAGE, SNC	20.00K	Mar 31, 26	+20.00K	0.46%
Summit Financial, LLC	19.65K	Mar 31, 26	+19.65K	0.46%
Cetera Investment Advisers	18.13K	Mar 31, 26	-864	0.42%
Bleakley Financial Group, LLC	17.68K	Mar 31, 26	+17.68K	0.41%
Genesee Capital Advisors, LLC	15.86K	Mar 31, 26	+889	0.37%
MML INVESTORS SERVICES, LLC	14.75K	Mar 31, 26	+519	0.34%
JONES FINANCIAL COMPANIES LLLP	14.21K	Mar 31, 26	+3.00K	0.33%
AlphaCore Capital LLC	13.88K	Mar 31, 26	-800	0.32%
Heritage Trust Co	13.56K	Mar 31, 26	--	0.32%
STIFEL FINANCIAL CORP	12.13K	Mar 31, 26	-1	0.28%
EP Wealth Advisors, LLC	10.24K	Mar 31, 26	--	0.24%
Quantinno Capital Management LP	9.86K	Mar 31, 26	--	0.23%
Stratos Wealth Partners, LTD.	9.79K	Mar 31, 26	+109	0.23%
Private Advisor Group, LLC	8.35K	Mar 31, 26	-26.68K	0.19%
Advisory Services Network, LLC	8.23K	Mar 31, 26	-119	0.19%
Betterment LLC	6.95K	Mar 31, 26	+1.29K	0.16%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6.94K	Mar 31, 26	-2.06K	0.16%
FIFTH THIRD BANCORP	6.91K	Mar 31, 26	+6.91K	0.16%
BALANCED WEALTH GROUP LLC	6.69K	Mar 31, 26	-125	0.16%
Geneos Wealth Management Inc.	6.64K	Mar 31, 26	+34	0.15%
Chicago Partners Investment Group LLC	6.45K	Mar 31, 26	--	0.15%
NewEdge Advisors, LLC	6.43K	Mar 31, 26	+3.02K	0.15%
HighTower Advisors, LLC	5.73K	Mar 31, 26	+2.90K	0.13%
JANE STREET GROUP, LLC	5.72K	Mar 31, 26	+5.72K	0.13%
Steward Partners Investment Advisory, LLC	5.11K	Mar 31, 26	--	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	4.91K	Mar 31, 26	+1.05K	0.11%
MONETA GROUP INVESTMENT ADVISORS LLC	4.88K	Mar 31, 26	-551	0.11%
Sigma Planning Corp	4.70K	Mar 31, 26	-70	0.11%
Western Wealth Management, LLC	4.50K	Mar 31, 26	+4.50K	0.10%
Samalin Investment Counsel, LLC	4.48K	Mar 31, 26	-1.75K	0.10%
JPMORGAN CHASE & CO	4.24K	Mar 31, 26	-5.05K	0.10%
WEDBUSH SECURITIES INC	4.13K	Mar 31, 26	-288	0.10%
CAPTRUST FINANCIAL ADVISORS	4.06K	Mar 31, 26	--	0.09%
Integrated Wealth Concepts LLC	4.05K	Mar 31, 26	+4.05K	0.09%
MTM Investment Management, LLC	3.97K	Mar 31, 26	--	0.09%
SILVER OAK SECURITIES, INCORPORATED	3.84K	Mar 31, 26	-279	0.09%
Equitable Holdings, Inc.	3.76K	Mar 31, 26	--	0.09%
HRT FINANCIAL LP	3.75K	Mar 31, 26	-9.28K	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	3.70K	Mar 31, 26	-1.81K	0.09%
Kestra Advisory Services, LLC	3.67K	Mar 31, 26	+241	0.09%
Mariner, LLC	3.67K	Mar 31, 26	--	0.09%
REIK & CO., LLC	3.60K	Mar 31, 26	--	0.08%
KKM Financial LLC	3.34K	Mar 31, 26	--	0.08%
AQR CAPITAL MANAGEMENT LLC	3.34K	Mar 31, 26	--	0.08%
JOURNEY STRATEGIC WEALTH LLC	3.00K	Mar 31, 26	--	0.07%
MGO ONE SEVEN LLC	2.87K	Mar 31, 26	--	0.07%
PRIVATE TRUST CO NA	2.85K	Mar 31, 26	--	0.07%
IHT Wealth Management, LLC	2.85K	Mar 31, 26	--	0.07%
Berger Financial Group, Inc	2.70K	Mar 31, 26	-98	0.06%
FMR LLC	2.64K	Mar 31, 26	-73	0.06%
Trueblood Wealth Management, LLC	2.61K	Mar 31, 26	+2.61K	0.06%
Rockefeller Capital Management L.P.	2.61K	Mar 31, 26	-1.50K	0.06%
Carr Financial Group Corp	2.51K	Mar 31, 26	+2.51K	0.06%
D.A. DAVIDSON & CO.	2.35K	Mar 31, 26	+2.35K	0.05%
LJI Wealth Management, LLC	2.33K	Mar 31, 26	+2.33K	0.05%
BELLEVUE ASSET MANAGEMENT, LLC	2.10K	Mar 31, 26	--	0.05%
Allworth Financial LP	1.75K	Mar 31, 26	--	0.04%
CENTAURUS FINANCIAL, INC.	1.63K	Mar 31, 26	+300	0.04%
Strategic Wealth Partners, Ltd.	992	Mar 31, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	900	Mar 31, 26	--	0.02%
CWM, LLC	675	Mar 31, 26	--	0.02%
US BANCORP \DE\	518	Mar 31, 26	+28	0.01%
AE Wealth Management LLC	500	Mar 31, 26	+330	0.01%
Red Tortoise LLC	390	Mar 31, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	291	Mar 31, 26	--	0.01%
Providence Capital Advisors, LLC	256	Mar 31, 26	--	0.01%
Quaker Wealth Management, LLC	162	Mar 31, 26	--	0.00%
MAI Capital Management	51	Mar 31, 26	-73	0.00%
Pinnacle Wealth Planning Services, Inc.	30	Mar 31, 26	--	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-9.47K	--
Migdal Insurance & Financial Holdings Ltd.	--	Mar 31, 26	-744	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-119	--
TRUIST FINANCIAL CORP	--	Mar 31, 26	-48.86K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-5.19K	--
CITIGROUP INC	--	Mar 31, 26	-1	--
HighPoint Advisor Group LLC	--	Mar 31, 26	-2.75K	--
Quadrature Capital Ltd	--	Mar 31, 26	-15.99K	--
COMERICA BANK	6.67K	Dec 31, 25	-1.50K	0.16%
Global Retirement Partners, LLC	782	Dec 31, 25	--	0.02%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-310	--
SPC Financial, Inc.	15.02K	Sep 30, 25	+384	0.35%
PINNACLE FINANCIAL PARTNERS INC	3.32K	Sep 30, 25	--	0.08%
Guerra Advisors Inc	2.72K	Sep 30, 25	-593	0.06%
Hemington Wealth Management	235	Sep 30, 25	--	0.01%
Glenmede Investment Management, LP	--	Sep 30, 25	-10.82K	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-13.66K	--
SignalPoint Asset Management, LLC	32.88K	Dec 31, 24	-241	0.76%
RAYMOND JAMES & ASSOCIATES	132.30K	Sep 30, 24	+48.64K	3.07%
Raymond James Financial Services Advisors, Inc.	132.18K	Sep 30, 24	+49.09K	3.07%
Argent Financial Group, Inc.	13.56K	Sep 30, 24	+13.56K	0.32%
BENJAMIN F. EDWARDS & COMPANY, INC.	268	Jun 30, 24	--	0.01%
Cetera Advisor Networks LLC	13.45K	Mar 31, 24	-728	0.31%
Cetera Advisors LLC	8.69K	Mar 31, 24	+1.75K	0.20%
PATHSTONE FAMILY OFFICE, LLC	6.67K	Sep 30, 23	+6.67K	0.16%
ACG Wealth	7.83K	Sep 30, 22	--	0.18%
FourThought Financial, LLC	771	Sep 30, 22	--	0.02%
American Portfolios Advisors	--	Sep 30, 22	-50	--
Carroll Financial Associates, Inc.	480	Dec 31, 21	--	0.01%
NEXT Financial Group, Inc	87	Dec 31, 21	-1.51K	0.00%
Cardan Capital Partners, LLC	2.48K	Sep 30, 21	-214	0.06%
Pinnacle Wealth Advisors	1.54K	Jun 30, 21	+1.54K	0.04%
Advisor Group, Inc.	12.71K	Dec 31, 19	-8.90K	0.30%
LADENBURG THALMANN FINANCIAL SERVICES INC.	8.90K	Dec 31, 19	+2.01K	0.21%

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Holder

Date

Change

% Held

Scarborough Advisors, LLC

Jun 30, 26

-1.43K

LPL Financial LLC

564.33K

Mar 31, 26

+41.80K

13.11%

MORGAN STANLEY

286.91K

Mar 31, 26

+50.80K

6.67%

BANK OF AMERICA CORP /DE/

182.67K

Mar 31, 26

+5.00K

4.24%

Transamerica Financial Advisors, Inc.

157.17K

Mar 31, 26

-37.06K

3.65%

RAYMOND JAMES FINANCIAL INC

96.39K

Mar 31, 26

-413

2.24%

Janney Montgomery Scott LLC

79.19K

Mar 31, 26

-2.49K

1.84%

WELLS FARGO & COMPANY/MN

67.10K

Mar 31, 26

-5.79K

1.56%

AMERIPRISE FINANCIAL INC

51.60K

Mar 31, 26

-5.59K

1.20%

THEORY FINANCIAL LLC

50.61K

Mar 31, 26

-17.16K

1.18%

ADVISOR GROUP HOLDINGS, INC.

50.40K

Mar 31, 26

-254

1.17%

ROYAL BANK OF CANADA

45.21K

Mar 31, 26

+9.96K

1.05%

UBS Group AG

40.28K

Mar 31, 26

-2.82K

0.94%

StoneX Group Inc.

38.77K

Mar 31, 26

+69

0.90%

IMC-Chicago, LLC

33.70K

Mar 31, 26

+12.59K

0.78%

Cambridge Investment Research Advisors, Inc.

28.03K

Mar 31, 26

-3.31K

0.65%

ENVESTNET ASSET MANAGEMENT INC

23.27K

Mar 31, 26

+4.07K

0.54%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

21.13K

Mar 31, 26

-612

0.49%

BNP PARIBAS ARBITRAGE, SNC

20.00K

Mar 31, 26

+20.00K

0.46%

Summit Financial, LLC

19.65K

Mar 31, 26

+19.65K

0.46%

Cetera Investment Advisers

18.13K

Mar 31, 26

-864

0.42%

Bleakley Financial Group, LLC

17.68K

Mar 31, 26

+17.68K

0.41%

Genesee Capital Advisors, LLC

15.86K

Mar 31, 26

+889

0.37%

MML INVESTORS SERVICES, LLC

14.75K

Mar 31, 26

+519

0.34%

JONES FINANCIAL COMPANIES LLLP

14.21K

Mar 31, 26

+3.00K

0.33%

AlphaCore Capital LLC

13.88K

Mar 31, 26

-800

0.32%

Heritage Trust Co

13.56K

Mar 31, 26

0.32%

STIFEL FINANCIAL CORP

12.13K

Mar 31, 26

-1

0.28%

EP Wealth Advisors, LLC

10.24K

Mar 31, 26

0.24%

Quantinno Capital Management LP

9.86K

Mar 31, 26

0.23%

Stratos Wealth Partners, LTD.

9.79K

Mar 31, 26

+109

0.23%

Private Advisor Group, LLC

8.35K

Mar 31, 26

-26.68K

0.19%

Advisory Services Network, LLC

8.23K

Mar 31, 26

-119

0.19%

Betterment LLC

6.95K

Mar 31, 26

+1.29K

0.16%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

6.94K

Mar 31, 26

-2.06K

0.16%

FIFTH THIRD BANCORP

6.91K

Mar 31, 26

+6.91K

0.16%

BALANCED WEALTH GROUP LLC

6.69K

Mar 31, 26

-125

0.16%

Geneos Wealth Management Inc.

6.64K

Mar 31, 26

+34

0.15%

Chicago Partners Investment Group LLC

6.45K

Mar 31, 26

0.15%

NewEdge Advisors, LLC

6.43K

Mar 31, 26

+3.02K

0.15%

HighTower Advisors, LLC

5.73K

Mar 31, 26

+2.90K

0.13%

JANE STREET GROUP, LLC

5.72K

Mar 31, 26

+5.72K

0.13%

Steward Partners Investment Advisory, LLC

5.11K

Mar 31, 26

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

4.91K

Mar 31, 26

+1.05K

0.11%

MONETA GROUP INVESTMENT ADVISORS LLC

4.88K

Mar 31, 26

-551

0.11%

Sigma Planning Corp

4.70K

Mar 31, 26

-70

0.11%

Western Wealth Management, LLC

4.50K

Mar 31, 26

+4.50K

0.10%

Samalin Investment Counsel, LLC

4.48K

Mar 31, 26

-1.75K

0.10%

JPMORGAN CHASE & CO

4.24K

Mar 31, 26

-5.05K

0.10%

WEDBUSH SECURITIES INC

4.13K

Mar 31, 26

-288

0.10%

CAPTRUST FINANCIAL ADVISORS

4.06K

Mar 31, 26

0.09%

Integrated Wealth Concepts LLC

4.05K

Mar 31, 26

+4.05K

0.09%

MTM Investment Management, LLC

3.97K

Mar 31, 26

0.09%

SILVER OAK SECURITIES, INCORPORATED

3.84K

Mar 31, 26

-279

0.09%

Equitable Holdings, Inc.

3.76K

Mar 31, 26

0.09%

HRT FINANCIAL LP

3.75K

Mar 31, 26

-9.28K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

3.70K

Mar 31, 26

-1.81K

0.09%

Kestra Advisory Services, LLC

3.67K

Mar 31, 26

+241

0.09%

Mariner, LLC

3.67K

Mar 31, 26

0.09%

REIK & CO., LLC

3.60K

Mar 31, 26

0.08%

KKM Financial LLC

3.34K

Mar 31, 26

0.08%

AQR CAPITAL MANAGEMENT LLC

3.34K

Mar 31, 26

0.08%

JOURNEY STRATEGIC WEALTH LLC

3.00K

Mar 31, 26

0.07%

MGO ONE SEVEN LLC

2.87K

Mar 31, 26

0.07%

PRIVATE TRUST CO NA

2.85K

Mar 31, 26

0.07%

IHT Wealth Management, LLC

2.85K

Mar 31, 26

0.07%

Berger Financial Group, Inc

2.70K

Mar 31, 26

-98

0.06%

FMR LLC

2.64K

Mar 31, 26

-73

0.06%

Trueblood Wealth Management, LLC

2.61K

Mar 31, 26

+2.61K

0.06%

Rockefeller Capital Management L.P.

2.61K

Mar 31, 26

-1.50K

0.06%

Carr Financial Group Corp

2.51K

Mar 31, 26

+2.51K

0.06%

D.A. DAVIDSON & CO.

2.35K

Mar 31, 26

+2.35K

0.05%

LJI Wealth Management, LLC

2.33K

Mar 31, 26

+2.33K

0.05%

BELLEVUE ASSET MANAGEMENT, LLC

2.10K

Mar 31, 26

0.05%

Allworth Financial LP

1.75K

Mar 31, 26

0.04%

CENTAURUS FINANCIAL, INC.

1.63K

Mar 31, 26

+300

0.04%

Strategic Wealth Partners, Ltd.

992

Mar 31, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

900

Mar 31, 26

0.02%

CWM, LLC

675

Mar 31, 26

0.02%

US BANCORP \DE\

518

Mar 31, 26

+28

0.01%

AE Wealth Management LLC

500

Mar 31, 26

+330

0.01%

Red Tortoise LLC

390

Mar 31, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

291

Mar 31, 26

0.01%

Providence Capital Advisors, LLC

256

Mar 31, 26

0.01%

Quaker Wealth Management, LLC

162

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

-73

0.00%

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-9.47K

Migdal Insurance & Financial Holdings Ltd.

Mar 31, 26

-744

Qube Research & Technologies Ltd

Mar 31, 26

-119

TRUIST FINANCIAL CORP

Mar 31, 26

-48.86K

Arete Wealth Advisors, LLC

Mar 31, 26

-5.19K

CITIGROUP INC

Mar 31, 26

-1

HighPoint Advisor Group LLC

Mar 31, 26

-2.75K

Quadrature Capital Ltd

Mar 31, 26

-15.99K

COMERICA BANK

6.67K

Dec 31, 25

-1.50K

0.16%

Global Retirement Partners, LLC

782

Dec 31, 25

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-310

SPC Financial, Inc.

15.02K

Sep 30, 25

+384

0.35%

PINNACLE FINANCIAL PARTNERS INC

3.32K

Sep 30, 25

0.08%

Guerra Advisors Inc

2.72K

Sep 30, 25

-593

0.06%

Hemington Wealth Management

235

Sep 30, 25

0.01%

Glenmede Investment Management, LP

Sep 30, 25

-10.82K

Atria Wealth Solutions, Inc.

Jun 30, 25

-13.66K

SignalPoint Asset Management, LLC

32.88K

Dec 31, 24

-241

0.76%

RAYMOND JAMES & ASSOCIATES

132.30K

Sep 30, 24

+48.64K

3.07%

Raymond James Financial Services Advisors, Inc.

132.18K

Sep 30, 24

+49.09K

3.07%

Argent Financial Group, Inc.

13.56K

Sep 30, 24

+13.56K

0.32%

BENJAMIN F. EDWARDS & COMPANY, INC.

268

Jun 30, 24

0.01%

Cetera Advisor Networks LLC

13.45K

Mar 31, 24

-728

0.31%

Cetera Advisors LLC

8.69K

Mar 31, 24

+1.75K

0.20%

PATHSTONE FAMILY OFFICE, LLC

6.67K

Sep 30, 23

+6.67K

0.16%

ACG Wealth

7.83K

Sep 30, 22

0.18%

FourThought Financial, LLC

771

Sep 30, 22

0.02%

American Portfolios Advisors

Sep 30, 22

-50

Carroll Financial Associates, Inc.

480

Dec 31, 21

0.01%

NEXT Financial Group, Inc

Dec 31, 21

-1.51K

0.00%

Cardan Capital Partners, LLC

2.48K

Sep 30, 21

-214

0.06%

Pinnacle Wealth Advisors

1.54K

Jun 30, 21

+1.54K

0.04%

Advisor Group, Inc.

12.71K

Dec 31, 19

-8.90K

0.30%

LADENBURG THALMANN FINANCIAL SERVICES INC.

8.90K

Dec 31, 19

+2.01K

0.21%