Invesco Dorsey Wright Healthcare Momentum ETF
PTH
57 hedge funds and large institutions have $37.3M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
4% more funds holding
Funds holding: 55 → 57 (+2)
1% less capital invested
Capital invested by funds: $37.7M → $37.3M (-$405K)
1.58% less ownership
Funds ownership: 36.86% → 35.28% (-1.6%)
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $630K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$690K |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$269K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$255K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$227K |
| 5 |
CWM
Concentrum Wealth Management
San Jose,
California
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFF
Byrne Financial Freedom
Franklin,
Massachusetts
|
-$3.2M |
| 2 |
Morgan Stanley
New York
|
-$1.35M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$390K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$286K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$263K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
AE Wealth Management
Topeka,
Kansas
| $6.44K | -$275 | -7 | -5% |
|
|
KFI
52
Key Financial Inc
West Chester,
Pennsylvania
| $5.31K | – | – | – |
|
|
QWM
53
Quaker Wealth Management
Moorestown,
New Jersey
| $5.03K | – | – | – |
|
|
BTI
54
Blue Trust Inc
Alpharetta,
Georgia
| $4.23K | +$3.77K | +96 | New |
|
|
DFA
55
DHJJ Financial Advisors
Naperville,
Illinois
| $4.14K | – | – | – |
|
56
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.66K | – | – | – |
|
|
CFD
57
Creative Financial Designs
Kokomo,
Indiana
| $3.31K | – | – | – |
|
58
MML Investors Services
Springfield,
Massachusetts
| – | -$256K | -6,573 | Closed |
|
|
GIM
59
Glenmede Investment Management
Philadelphia,
Pennsylvania
| – | -$149K | -3,840 | Closed |
|
|
SWA
60
SOA Wealth Advisors
New York
| – | -$51.9K | -1,336 | Closed |
|
PTH Hedge Fund Activity: Q3 2025 in Review
57 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q3 2025, worth a combined $37.3M — down 1.1% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PTH positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 20 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $690K. The largest seller was Byrne Financial Freedom, cutting an estimated $3.2M.
- 57 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q3 2025, up from 55 in Q2 2025.
- Funds reported $37.3M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q3 2025, down 1.1% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q3 2025 and 3 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $690K added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q3 2025 was Byrne Financial Freedom, an estimated $3.2M sold.
Based on aggregated 13F filings for Q3 2025.