ETF Holders

Who owns PTF?

Sector

Invesco Dorsey Wright Technology Momentum ETF · Invesco

141 institutions reported holding PTF, worth $462.5M, in Form 13F filings for June 30, 2026.

13F holders
141
Institutional value
$462.5M
Change from prior quarter
+115.7%
+$248.1M, with price moves
New and sold-out firms
45 / 8
36 added, 28 trimmed

Top 10 institutional holders of PTF

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$79.1M580,110+15,783 shares
Morgan StanleyNew York, NY$50.7M372,139+85,227 shares
Bank of America Corp.Charlotte, NC$32.1M235,626+52,958 shares
HighTower Advisors, LLCChicago, IL$27.2M199,265+193,537 shares
Ameriprise Financial Inc.Minneapolis, MN$22.4M164,130+112,532 shares
Raymond James Financial Inc.St. Petersburg, FL$20.1M147,131+50,746 shares
Transamerica Financial Advisors, LLCCedar Rapids, IA$15.3M112,590−44,579 shares
Two Sigma Investments, LPNew York, NY$13.8M101,200New position
Royal Bank of CanadaToronto, Ontario, Canada$13.7M100,710+55,500 shares
Wells Fargo & CompanySan Francisco, CA$13.6M99,912+32,809 shares
131 more firms

The full list comes with the Advisors and Institutions package.

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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 PTF?

141 institutional managers reported holding PTF in Form 13F filings for June 30, 2026, worth $462.5M in total. The largest reported position was held by LPL Financial LLC, at $79.1M.

Did institutions buy or sell PTF last quarter?

Reported 13F value rose 115.7% from March 31, 2026, which includes price moves as well as buying and selling. 45 firms reported a new position and 8 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 PTF 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.