§ EQUITY
USDPTF
INVESCO DORSEY WRIGHT TECH
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 564K | 0.0% | +8% |
| Morgan Stanley IM | 287K | 0.0% | −39% |
| Transamerica Financial Advisors, LLC | 157K | 1.2% | −19% |
| Bank of America Corp | 130K | 0.0% | +3% |
| Paller Financial Services Inc | 75K | 5.3% | −4% |
| RAYMOND JAMES FINANCIAL INC | 69K | 0.0% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for PTF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER68.7% · 91 holders
DEALER / BANK26.4% · 11 holders
QUALITY / COMPOUNDER2.2% · 2 holders
SYSTEMATIC / QUANT1.7% · 2 holders
INCOME / DEFENSIVE0.8% · 1 holder
TACTICAL / MACRO0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PTF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PTF yet.