Who Owns Invesco Dorsey Wright Financial Momentum ETF (PFI)?Hedge Fund & Institutional Holders
Institutional Holders
41
as of Q4 2025
Total Institutional Value
$1.4229500020001861e+78T
% of Float Held
—
QoQ Change in Holders
+14 / -2
Price History
PFI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Janney Montgomery Scott LLC | New Position | +91K | +$5.0M |
| IMC-Chicago, LLC | New Position | +32K | +$1.9M |
| AlphaCore Capital LLC | New Position | +18K | +$1.0M |
| Genesee Capital Advisors, LLC | New Position | +9K | +$533K |
| Trueblood Wealth Management, LLC | New Position | +7K | +$427K |
| SILVER OAK SECURITIES, INCORPORATED | New Position | +6K | +$333K |
| Geneos Wealth Management Inc. | New Position | +2K | +$103K |
| BELLEVUE ASSET MANAGEMENT, LLC | New Position | +1K | +$85K |
| Darwin Wealth Management, LLC | New Position | +598 | +$34K |
| Sound Income Strategies, LLC | New Position | +338 | +$20K |
| Providence Capital Advisors, LLC | New Position | +293 | +$16K |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +2K | +$0 |
| BANK OF MONTREAL /CAN/ | New Position | +62 | +$0 |
| WELLS FARGO & COMPANY/MN | Increased | +35 | +$-37K |
PFI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Transamerica Financial Advisors, LLC | Decreased | -23K | -$15.6B |
| MORGAN STANLEY | Decreased | -4K | -$2.1B |
| LPL Financial LLC | Decreased | -4K | -$1.6B |
| AMERIPRISE FINANCIAL INC | Decreased | -917 | -$1.1B |
| Farther Finance Advisors, LLC | Decreased | -45 | -$981.9M |
| UBS Group AG | Decreased | -499 | -$695.0M |
| GOLDMAN SACHS GROUP INC | Decreased | -5K | -$691.5M |
| Laurel Wealth Advisors LLC | Decreased | -5K | -$546.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -9K | -$502.1M |
| CITADEL ADVISORS LLC | Decreased | -2K | -$431.8M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -1K | -$673K |
| CENTAURUS FINANCIAL, INC. | Closed Position | -2K | -$112K |
Top Institutional Holders(Q4 2025)
PFI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 36 | $31.2M | +12 |
| Q3 2025 | 24 | $29.5B | -6 |
| Q2 2025 | 30 | $30.7B | -1 |
| Q1 2025 | 31 | $15.2B | -4 |
| Q4 2024 | 35 | $3.0T | +11 |
| Q3 2024 | 24 | $10.1T | +0 |
| Q2 2024 | 24 | $9.3T | +1 |
| Q1 2024 | 23 | $8.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 41 institutional investors hold PFI (Invesco Dorsey Wright Financial Momentum ETF). The largest holder is Transamerica Financial Advisors, LLC with $14.2M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own PFI?
As of Q4 2025, 41 institutional investors report holding PFI (Invesco Dorsey Wright Financial Momentum ETF) in their 13F filings.
Who is the largest institutional holder of PFI?
The largest institutional holder of PFI is Transamerica Financial Advisors, LLC with $14.2M in shares.
Is institutional ownership of PFI increasing or decreasing?
This quarter, 14 institutions opened new positions in PFI and 2 closed their positions.