PTFDR FOCD OPP ETF (PFOE) Institutional Ownership Changes & 13F Activity
PTFDR FOCD OPP ETF (PFOE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include 49 Wealth Management, Llc, Cambridge Investment Research Advisors, Inc., Thrivent Financial For Lutherans, Jpmorgan Chase & Co, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 49 Wealth Management, Llc | Sell | -3,911,725 | -93.9% | 255,580 | $5.90M | Q2 2026 | Aug 18, 2026 |
| Thrivent Financial For Lutherans | Sell | -7,299 | -43.0% | 9,677 | $223.00K | Q2 2026 | Aug 14, 2026 |
| Jpmorgan Chase & Co | Buy | +1,047 | — | 1,047 | $24.16K | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +44,369 | — | 44,369 | $1.02K | Q2 2026 | Jul 30, 2026 |
| Ubs Group Ag | Sell | -41 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about PFOE activity
Which institutional owners are buying PFOE?
Institutional owners buying PFOE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PFOE activity?
"Buy" means an investor increased their reported position in PFOE compared to the prior reporting period. This reflects growing exposure to PTFDR FOCD OPP ETF (PFOE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PFOE increasing?
Institutional interest in PFOE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.