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Invesco Dorsey Wright Healthcare Momentum ETF

65 hedge funds and large institutions have $48M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $37.3M → $48M (+$10.7M)

14% more funds holding

Funds holding: 5765 (+8)

3% more ownership

Funds ownership: 35.28%38.28% (+3%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$18.6K
DWM
52
Darwin Wealth Management
Florida
$18.6K +$541 +11 +3%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$17K
AssetMark Inc
54
AssetMark Inc
California
$15.4K +$442 +9 +3%
CIAS
55
Capital Investment Advisory Services
North Carolina
$14.9K
IAIM
56
International Assets Investment Management
Florida
$11.2K +$11.1K +225 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$11.1K -$6.68K -136 -38%
HCM
58
Hollencrest Capital Management
California
$9.69K
WIM
59
Westside Investment Management
California
$7.46K
AWM
60
AE Wealth Management
Kansas
$6.86K -$393 -8 -5%
KFI
61
Key Financial Inc
Pennsylvania
$5.96K
QWM
62
Quaker Wealth Management
New Jersey
$5.67K
DFA
63
DHJJ Financial Advisors
Illinois
$4.67K
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$4.13K
CFD
65
Creative Financial Designs
Indiana
$3.73K
Stifel Financial
66
Stifel Financial
Missouri
-$472K -10,708 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$382K -8,663 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$226K -5,132 Closed
GWM
69
Geneos Wealth Management
Colorado
-$26.4K -600 Closed
AAS
70
Ameritas Advisory Services
Nebraska
-$8.86K -201 Closed
BTI
71
Blue Trust Inc
Georgia
-$4.23K -96 Closed

PTH Hedge Fund Activity: Q4 2025 in Review

65 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q4 2025, worth a combined $48M — up 29% from $37.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PTH positions and 6 closed out — a net gain of 8 holders — while 12 added to existing stakes and 18 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.31M. The largest seller was Stifel Financial, exiting entirely with an estimated $472K sold.

  • 65 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $48M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 14 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q4 2025 and 6 closed out, a net change of +8 holders.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $2.31M added.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q4 2025 was Stifel Financial, an estimated $472K sold.

Based on aggregated 13F filings for Q4 2025.