INVESCO DORSEY WRIGHT TECH (PTF) Institutional Ownership Changes & 13F Activity
INVESCO DORSEY WRIGHT TECH (PTF). 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 Ameriprise Financial Inc, Two Sigma Investments, Lp, Morgan Stanley, Royal Bank Of Canada, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +8,937 | +220.7% | 12,987 | $1.77M | Q2 2026 | Sep 09, 2026 |
| Envision Financial Transparency, Llc | Buy | +23,578 | — | 23,578 | $1.29M | Q2 2026 | Aug 21, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -44,579 | -28.4% | 112,590 | $15.35M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +4,722 | +125.6% | 8,482 | $1.16M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +540 | +33.1% | 2,170 | $296.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +164,130 | — | 164,130 | $22.37M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +101,200 | — | 101,200 | $13.79M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +55,500 | +122.8% | 100,710 | $13.73M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +52,958 | +29.0% | 235,626 | $32.12M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +50,746 | +52.6% | 147,131 | $20.06M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +32,809 | +48.9% | 99,912 | $13.62M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,163 | +8.3% | 54,561 | $7.44M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +3,237 | +22.8% | 17,449 | $2.20M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +1,679 | +24.2% | 8,617 | $1.17M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +1,600 | — | 1,600 | $218.10K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -1,053 | -23.4% | 3,443 | $469.29K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -715 | -10.3% | 6,238 | $850.00K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +623 | +16.8% | 4,327 | $567.73K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -300 | -10.0% | 2,688 | $366.40K | Q2 2026 | Aug 14, 2026 |
| Kkm Financial Llc | Sell | -194 | -5.8% | 3,149 | $429.24K | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Sell | -41 | -0.8% | 4,843 | $660.15K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +5 | — | 5 | $683.00 | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +85,227 | +29.7% | 372,139 | $50.73M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +20,990 | +804.2% | 23,600 | $3.22M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +3,824 | +38.8% | 13,679 | $1.86M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +2,731 | +6.8% | 43,013 | $5.86M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -394 | -14.9% | 2,250 | $306.71K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +22,556 | — | 22,556 | $3.07M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +20,399 | +112.5% | 38,533 | $5.25M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +15,397 | +127.0% | 27,523 | $3.75M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about PTF activity
Which institutional owners are buying PTF?
Institutional owners buying PTF 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 PTF activity?
"Buy" means an investor increased their reported position in PTF compared to the prior reporting period. This reflects growing exposure to INVESCO DORSEY WRIGHT TECH (PTF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PTF increasing?
Institutional interest in PTF 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.