Invesco Dorsey Wright Healthcare Momentum ETF
PTH
22 hedge funds and large institutions have $44.4M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.
29% more capital invested
Capital invested by funds: $34.5M → $44.4M (+$9.92M)
22% more funds holding
Funds holding: 18 → 22 (+4)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$3.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.37M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$1.15M |
| 4 |
Morgan Stanley
New York
|
+$826K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$704K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$982K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$376K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$179K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$131K |
| 5 |
Citigroup
New York
|
-$28.5K |
PTH Hedge Fund Activity: Q4 2013 in Review
22 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q4 2013, worth a combined $44.4M — up 29% from $34.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PTH positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $3.64M. The largest seller was LPL Financial, cutting an estimated $982K.
- 22 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q4 2013, up from 18 in Q3 2013.
- Funds reported $44.4M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q4 2013, up 29% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q4 2013 and 0 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q4 2013 was First Allied Advisory Services, an estimated $3.64M added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q4 2013 was LPL Financial, an estimated $982K sold.
Based on aggregated 13F filings for Q4 2013.