Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Invesco DWA Technology Momentum ETF (PTF)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: PTF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 34.73% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.55 | 52 Weeks Range 49.57 - 80.73 | Updated Date 06/29/2025 |
52 Weeks Range 49.57 - 80.73 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco DWA Technology Momentum ETF
ETF Overview
Overview
The Invesco DWA Technology Momentum ETF (PTF) tracks the Dorsey Wright Technology Momentum Index, focusing on technology companies exhibiting superior relative strength. It offers exposure to a dynamic portfolio of technology stocks selected based on momentum.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in managing ETFs.
Management Expertise
Invesco's management team has considerable expertise in quantitative investment strategies and ETF management.
Investment Objective
Goal
The ETF aims to track the investment results, before fees and expenses, of the Dorsey Wright Technology Momentum Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Dorsey Wright Technology Momentum Index, which uses a relative strength strategy to identify technology stocks with strong momentum characteristics.
Composition The ETF's portfolio consists primarily of common stocks of U.S. technology companies. The holdings are selected and weighted based on momentum factors.
Market Position
Market Share: PTF holds a moderate market share within the technology ETF space, concentrated in momentum strategies.
Total Net Assets (AUM): 228470000
Competitors
Key Competitors
- First Trust NASDAQ Technology Dividend Index Fund (TDIV)
- Technology Select Sector SPDR Fund (XLK)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The technology ETF market is highly competitive, with numerous funds offering exposure to the sector. PTF distinguishes itself through its momentum-based investment strategy. Its advantage lies in its dynamic portfolio construction based on relative strength; the disadvantage is potential underperformance during market corrections or when momentum factors are not rewarded.
Financial Performance
Historical Performance: Historical performance data is not available in this context.
Benchmark Comparison: Benchmark Comparison data is not available in this context.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The ETF's average trading volume indicates sufficient liquidity for most investors, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, technology sector growth, and investor sentiment towards growth stocks influence PTF's performance. Interest rate policies also indirectly impact the sector.
Growth Trajectory
The growth trajectory of PTF depends on the continued strength of technology sector momentum and the effectiveness of the Dorsey Wright relative strength methodology.
Moat and Competitive Advantages
Competitive Edge
PTF's competitive edge is its unique application of the Dorsey Wright relative strength methodology to the technology sector. This momentum-based approach seeks to identify and invest in the technology stocks with the strongest price trends. This strategy potentially allows for capturing gains from rapidly growing companies while avoiding those losing momentum. The fund's focused approach provides differentiation in the crowded technology ETF landscape.
Risk Analysis
Volatility
The ETF may exhibit higher volatility due to its focus on technology and momentum factors.
Market Risk
Market risk includes potential declines in technology stocks, changes in investor sentiment, and economic downturns affecting the sector.
Investor Profile
Ideal Investor Profile
The ideal investor profile is someone seeking exposure to technology stocks with a focus on momentum and is comfortable with potentially higher volatility.
Market Risk
The ETF is more suitable for active traders or investors with a higher risk tolerance who seek potential outperformance through momentum-driven strategies, rather than passive index followers or very long-term investors.
Summary
The Invesco DWA Technology Momentum ETF (PTF) provides targeted exposure to U.S. technology companies exhibiting strong price momentum. Its unique strategy based on the Dorsey Wright methodology differentiates it from broader technology ETFs. The fund may offer potential outperformance during periods of strong momentum but carries higher volatility. PTF is suited for investors seeking active technology exposure and comfortable with a more dynamic investment approach.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share is estimated and based on available data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco DWA Technology Momentum ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of at least 30 securities of companies in the technology sector that have powerful relative strength or momentum characteristics.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.