Who owns PFI?
Invesco Dorsey Wright Financial Momentum ETF · Invesco
31 institutions reported holding PFI, worth $19.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PFI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $3.4M | 55,348 | −4,873 shares |
| Bank of America Corp. | Charlotte, NC | $3.3M | 54,276 | +859 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $2.6M | 13 | New position |
| Morgan Stanley | New York, NY | $1.7M | 28,288 | +23 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $1.0M | 16,859 | −52 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $908K | 14,906 | +3,824 shares |
| UBS Group AG | Zurich, Switzerland | $695K | 11,411 | +178 shares |
| Two Sigma Investments, LP | New York, NY | $693K | 11,374 | −1,126 shares |
| Genesee Capital Advisors, LLC | Auburn, NY | $496K | 8,140 | +6 shares |
| Trueblood Wealth Management, LLC | Lima, OH | $467K | 7,663 | +71 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PFI?
31 institutional managers reported holding PFI in Form 13F filings for June 30, 2026, worth $19.0M in total. The largest reported position was held by LPL Financial LLC, at $3.4M.
Did institutions buy or sell PFI last quarter?
Reported 13F value rose 13.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PFI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.