Invesco Dorsey Wright Financial Momentum
PFI • NASDAQ
Invesco Dorsey Wright Financial Momentum is an exchange-traded fund on NASDAQ. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $42.2M. Transamerica Financial Advisors, Inc. is the largest holder with a position valued at $15.6M.
Overview
Overview of institutional ownership in PFI as of Q3 2025
All Institutions
- Institutions
- 34
- Value Held
- $42.2M
- Shares Held
- 727.2K
- Avg Position
- $1.2M
- Median Position
- $402.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $431.8K
- Shares Held
- 7.4K
- Avg Position
- $431.8K
- Median Position
- $431.8K
Biggest Investors
Institutions with the largest positions in PFI as of Q3 2025
| Institution | Position Value |
|---|---|
 Transamerica Financial Advisors, Inc. Institution | $15.6M 1.30% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $5.7M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $3.1M 0.00% of portfolio |
 SILVER OAK SECURITIES, Inc RIA/Wealth | $2.6M 0.20% of portfolio |
 MORGAN STANLEY RIA/Wealth | $2.1M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.6M 0.00% of portfolio |
 IMC-Chicago, LLC RIA/Wealth | $1.5M 0.03% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $1.1M 0.00% of portfolio |
S SPC Financial, Inc. RIA/Wealth | $1.0M 0.08% of portfolio |
 Farther Finance Advisors, LLC RIA/Wealth | $982.9K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PFI in Q3 2025
- Traded
- −$633.6K
- Buyers
- 16
- Sellers
- 15
- Total Bought
- +$2.9M
- Total Sold
- −$3.6M
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
AMERIPRISE FINANCIAL INC Institution | +$1.1M +19.1K shares |
IMC-Chicago, LLC RIA/Wealth | +$659.8K +11.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$502.1K +8.7K shares |
 GOLDMAN SACHS GROUP INC Institution | +$253.1K +4.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$139.6K +2.4K shares |
R ROYAL BANK OF CANADA Institution | +$104.7K +1.8K shares |
 Cetera Investment Advisers RIA/Wealth | +$53.5K +922.0 shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$25.5K +441.0 shares |
 Providence Capital Advisors, LLC RIA/Wealth | +$17.0K +293.0 shares |
 Trueblood Wealth Management, LLC RIA/Wealth | +$15.8K +272.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
−$1.4M −24.4K shares | |
Transamerica Financial Advisors, Inc. Institution | −$693.7K −12.0K shares |
MORGAN STANLEY RIA/Wealth | −$418.9K −7.2K shares |
L LPL Financial LLC Institution | −$411.9K −7.1K shares |
C COMERICA BANK Institution | −$221.2K −3.9K shares |
Janney Montgomery Scott LLC RIA/Wealth | −$169.8K −2.9K shares |
BANK OF AMERICA CORP /DE/ Institution | −$119.9K −2.1K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | −$61.4K −1.1K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | −$20.3K −350.0 shares |
A Advisory Services Network, LLC RIA/Wealth | −$14.0K −241.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PFI in Q3 2025
- New Positions
- 1
- New Value
- $17.0K
- Exited Positions
- 4
- Exited Value
- $243.9K
New Positions
| Institution | Position Value |
|---|---|
Providence Capital Advisors, LLC RIA/Wealth | $17.0K 293.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
C COMERICA BANK Institution | $221.2K 3.9K shares |
 Briaud Financial Planning, Inc RIA/Wealth | $13.4K 236.0 shares |
 CWM, LLC RIA/Wealth | $7.8K 138.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $1.4K 25.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PFI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PFI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Transamerica Financial Advisors, Inc. Institution | 1.30% $15.6M |
SILVER OAK SECURITIES, Inc RIA/Wealth | 0.20% $2.6M |
Trueblood Wealth Management, LLC RIA/Wealth | 0.16% $404.4K |
 Genesee Capital Advisors, LLC RIA/Wealth | 0.13% $289.8K |
 Sensible Money, LLC RIA/Wealth | 0.12% $346.2K |
S SPC Financial, Inc. RIA/Wealth | 0.08% $1.0M |
L Laurel Wealth Advisors LLC RIA/Wealth | 0.08% $546.3K |
 BELLEVUE ASSET MANAGEMENT, LLC RIA/Wealth | 0.04% $85.3K |
IMC-Chicago, LLC RIA/Wealth | 0.03% $1.5M |
 Asset Dedication, LLC RIA/Wealth | 0.02% $346.2K |
Hedge Fund Spotlight
Discover hedge funds investing in PFI
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco Dorsey Wright Financial Momentum
- Market Value
- $431.8K
- Shares Held
- 7.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
