13FBOX
INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF

PFI
持有机构数
31
机构合计市值 (Q2 2026)
$1,882.9万
机构合计股数 (Q2 2026)
26.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+7,780股
11 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.4万股
16 · 5 清仓 · ≈
⚖️ 净额
-5.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,882.9万
持有机构数
31
新买入
4
加仓
7
减仓
11
清仓
5
持股不变
9
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
<0.01%<0.01%#13$337.1万5.5万股$320.7万6.0万股-4,873股-8.09%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#20$330.6万5.4万股$284.5万5.3万股+859股+1.61%加仓
Coppell Advisory Solutions LLC
0.21%#1$257.5万13股$00股+13股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#24$172.3万2.8万股$207.0万3.6万股-7,421股-20.78%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#9$102.7万1.7万股$90.5万1.7万股-52股-0.31%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#26$90.8万1.5万股$59.0万1.1万股+3,824股+34.51%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#25$69.5万1.1万股$59.8万1.1万股+178股+1.58%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#15$69.3万1.1万股$66.6万1.3万股-1,126股-9.01%减仓
Genesee Capital Advisors, LLC
0.16%0.18%#3$49.6万8,140股$43.3万8,134股+6股+0.07%加仓
Trueblood Wealth Management, LLC
0.16%0.16%#2$46.7万7,663股$40.4万7,592股+71股+0.94%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#28$40.6万6,667股$37.1万6,965股-298股-4.28%减仓
Asset Dedication, LLC
0.02%0.02%#7$36.4万5,973股$31.8万5,973股00.00%持仓不变
Sensible Money, LLC
0.1%0.1%#4$36.4万5,973股$31.8万5,973股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#23$34.1万5,601股$29.8万5,601股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#18$29.1万4,784股$26.5万4,970股-186股-3.74%减仓
Laurel Wealth Advisors LLC
0.03%0.03%#6$26.6万4,367股$25.7万4,367股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#29$25.4万4,187股$22.3万4,300股-113股-2.63%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#22$24.4万4,012股$15.8万3,066股+946股+30.85%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#14$22.9万3,757股$20.0万3,756股+1股+0.03%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#16$21.3万3,504股$23.3万4,372股-868股-19.85%减仓
Transamerica Financial Advisors, LLC
0.02%0.02%#8$18.4万3,021股$20.4万3,833股-812股-21.18%减仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#11$11.0万1,800股$9.6万1,800股00.00%持仓不变
BELLEVUE ASSET MANAGEMENT, LLC
0.04%0.04%#5$9.0万1,472股$7.8万1,472股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#19$4.6万757股$00股+757股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$4.5万745股$4.0万755股-10股-1.32%减仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%#21$3.9万642股$00股+642股新买入
SILVER OAK SECURITIES, INCORPORATED
<0.01%#12$2.9万483股$00股+483股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#17$1.8万300股$1.6万300股00.00%持仓不变
Providence Capital Advisors, LLC
<0.01%<0.01%#10$1.8万293股$1.6万293股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#30$1.5万246股$1.5万284股-38股-13.38%减仓
富达投资FMR LLC
<0.01%<0.01%#31$2,50841股$2,19241股00.00%持仓不变

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