PFI Institutional Ownership
Invesco Dorsey Wright Financial Momentum ETF
1W: -1.5%
1M: -5.5%
3M: -6.9%
YTD: -0.2%
1Y: +2.0%
3Y: +47.5%
5Y: +16.1%
$58.25
+0.45 (+0.77%)
Weekly Expected Move ±1.8%
$56
$57
$58
$59
$60
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PFI
37
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
4
New Positions
8
Increased
16
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (43 total)
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 757 | 44K |
| SILVER OAK SECURITIES, INCORPORATED | 483 | 28K |
| Coppell Advisory Solutions LLC | 13 | 1K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IMC-Chicago, LLC | 37,451 | 2M |
| AlphaCore Capital LLC | 17,847 | 1M |
| AMERIPRISE FINANCIAL INC | 10,011 | 583K |
| Advisory Services Network, LLC | 7,683 | 448K |
| CITADEL ADVISORS LLC | 5,558 | 324K |
| Kestra Advisory Services, LLC | 2,000 | 116K |
| Darwin Wealth Management, LLC | 598 | 35K |
| Sound Income Strategies, LLC | 338 | 20K |
| Western Wealth Management, LLC | 106 | 6K |
| BANK OF MONTREAL /CAN | 62 | 4K |
| Sankala Group LLC | 17 | 1K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,824 | +34.5% | 14,906 |
| JONES FINANCIAL COMPANIES LLLP | +946 | +30.9% | 4,012 |
| BANK OF AMERICA CORP /DE | +859 | +1.6% | 54,276 |
| UBS Group AG | +178 | +1.6% | 11,411 |
| Trueblood Wealth Management, LLC | +71 | +0.9% | 7,663 |
| MORGAN STANLEY | +23 | +0.1% | 28,288 |
| Genesee Capital Advisors, LLC | +6 | +0.1% | 8,140 |
| Cambridge Investment Research Advis | +1 | +0.0% | 3,757 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -4,873 | -8.1% | 55,348 |
| TWO SIGMA INVESTMENTS, LP | -1,126 | -9.0% | 11,374 |
| Janney Montgomery Scott LLC | -868 | -19.9% | 3,504 |
| Transamerica Financial Advisors, LL | -812 | -21.2% | 3,021 |
| GOLDMAN SACHS GROUP INC | -298 | -4.3% | 6,667 |
| Cetera Investment Advisers | -186 | -3.7% | 4,784 |
| JPMORGAN CHASE & CO | -113 | -2.6% | 4,187 |
| Farther Finance Advisors, LLC | -52 | -0.3% | 16,859 |
| ROYAL BANK OF CANADA | -38 | -13.4% | 246 |
| OSAIC HOLDINGS, INC. | -10 | -1.3% | 745 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |