Invesco Dorsey Wright Healthcare Momentum ETF
PTH
66 hedge funds and large institutions have $44.1M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
3.32% more ownership
Funds ownership: 33.15% → 36.48% (+3.3%)
3% more funds holding
Funds holding: 64 → 66 (+2)
10% less capital invested
Capital invested by funds: $49.3M → $44.1M (-$5.15M)
59% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$550K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$245K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$223K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$153K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$962K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$911K |
| 3 |
LPL Financial
San Diego,
California
|
-$767K |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$471K |
| 5 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$328K |
PTH Hedge Fund Activity: Q4 2024 in Review
66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q4 2024, worth a combined $44.1M — down 10% from $49.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PTH positions and 6 closed out — a net gain of 4 holders — while 9 added to existing stakes and 22 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $550K. The largest seller was IHT Wealth Management, cutting an estimated $962K.
- 66 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q4 2024, up from 64 in Q3 2024.
- Funds reported $44.1M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q4 2024, down 10% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q4 2024 and 6 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q4 2024 was Citadel Advisors, an estimated $550K added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q4 2024 was IHT Wealth Management, an estimated $962K sold.
Based on aggregated 13F filings for Q4 2024.