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Invesco Dorsey Wright Healthcare Momentum ETF
PTH

60 hedge funds and large institutions have $41.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% more ownership

Funds ownership: 36.48% → 37.2% (+0.72%)

6% less capital invested

Capital invested by funds: $44.1M → $41.5M (-$2.62M)

9% less funds holding

Funds holding: 66 → 60 (-6)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
18
Closed
9
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.02M
2
FFA
Farther Finance Advisors
California
+$977K
3
IWM
IHT Wealth Management
Illinois
+$760K
4
TRCT
Tower Research Capital (TRC)
New York
+$464K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$278K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.02M
2
Citadel Advisors
Citadel Advisors
Florida
-$415K
3
LPL Financial
LPL Financial
California
-$380K
4
PAG
Private Advisor Group
New Jersey
-$282K
5
Raymond James Financial
Raymond James Financial
Florida
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$263K -$1.86K -45 -0.7%
CWM
27
Concentrum Wealth Management
California
$211K -$101K -2,433 -31%
AAS
28
Asset Allocation Strategies
Michigan
$200K -$11.8K -286 -5%
EWA
29
EP Wealth Advisors
California
$178K -$7.45K -180 -4%
GT
30
Glenmede Trust
Pennsylvania
$152K – – –
MCM
31
MAI Capital Management
Ohio
$115K – – –
Jones Financial Companies
32
Jones Financial Companies
Missouri
$90.9K +$46.9K +1,133 +94%
JP Morgan Chase
33
JP Morgan Chase
New York
$73.8K +$77.3K +1,869 New
Comerica Bank
34
Comerica Bank
Texas
$67.3K -$125K -3,013 -64%
HI
35
Harbour Investments
Wisconsin
$65.8K – – –
SWA
36
SOA Wealth Advisors
New York
$52.7K – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$50K – – –
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$48.4K – – –
BAM
39
Bellevue Asset Management
Washington
$47.6K – – –
ACA
40
Aptus Capital Advisors
Alabama
$47.4K – – –
GWM
41
Geneos Wealth Management
Colorado
$47.4K +$24.8K +600 +100%
PA
42
Parallel Advisors
California
$39.5K – – –
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$35.4K – – –
AF
44
Allworth Financial
California
$23.8K – – –
AIA
45
Armor Investment Advisors
North Carolina
$22.8K – – –
DWM
46
Darwin Wealth Management
Florida
$14.5K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$11.8K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
AA
49
Addison Advisors
Vermont
$8.4K +$8.81K +213 New
HCM
50
Hollencrest Capital Management
California
$7.7K – – –
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PTH Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q1 2025, worth a combined $41.5M — down 5.9% from $44.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PTH and 6 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.02M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.02M.

  • 60 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q1 2025, down from 66 in Q4 2024.
  • Funds reported $41.5M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q1 2025 and 9 closed out, a net change of -3 holders.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $1.02M added.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2025.