Invesco Dorsey Wright Financial Momentum ETFPFI
Type
ETF
Peer group
US equity: Finance
Net assets
$33.7M
Expense ratio
0.60%
1-year return
+9.5%
3 years, a year
+14.9%
5 years, a year
+4.6%
12-month yield
1.21%
Holdings
51
What it aims to do.
The Invesco Dorsey Wright Financial Momentum ETF (the Fund) seeks to track the investment results (before fees and expenses) of the Dorsey Wright Financials Technical Leaders TM Index (the Underlying Index).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Invesco Private Prime Fund | 13.02% |
| JPM JPMorgan Chase & Co. | 5.70% |
| IBKR Interactive Brokers Group, Inc. | 5.31% |
| MS Morgan Stanley | 5.18% |
| Invesco Private Government Fund | 5.01% |
| AHR American Healthcare REIT, Inc. | 4.72% |
| LMND Lemonade, Inc. | 4.38% |
| GS Goldman Sachs Group, Inc. (The) | 3.88% |
| WELL Welltower Inc. | 3.65% |
| SPG Simon Property Group, Inc. | 3.43% |
More on PFI.
- PFI overview
- PFI holdings
- PFI risk
- PFI costs
- PFI money in and out
- PFI share classes
- Compare PFI with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.