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Invesco Dorsey Wright Healthcare Momentum ETF

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: 6660 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$6.31K
WIM
52
Westside Investment Management
California
$5.92K -$10.5K -255 -63%
KFI
53
Key Financial Inc
Pennsylvania
$4.74K
GWS
54
Glassman Wealth Services
Virginia
$4.38K +$4.59K +111 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$4.18K
DFA
56
DHJJ Financial Advisors
Illinois
$3.71K +$3.89K +94 New
PP
57
PFS Partners
New Jersey
$3.44K
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$3.27K
CFD
59
Creative Financial Designs
Indiana
$2.96K
SIM
60
Synergy Investment Management
Florida
$1.42K
PAG
61
Private Advisor Group
New Jersey
-$282K -7,053 Closed
OIA
62
OneDigital Investment Advisors
Kansas
-$268K -6,691 Closed
ASN
63
Advisory Services Network
Georgia
-$220K -5,504 Closed
VA
64
Valmark Advisers
Ohio
-$205K -5,132 Closed
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
-$200K -5,000 Closed
BP
66
BNP Paribas
France
-$84K -2,100 Closed
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
-$6.61K -165 Closed
CAS
68
Coppell Advisory Solutions
Texas
-$961 -24 Closed
SAM
69
Synergy Asset Management
Washington
-$558 -12 Closed

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.