Invesco Dorsey Wright Healthcare Momentum ETF
PTH
29 hedge funds and large institutions have $65.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
48% more capital invested
Capital invested by funds: $44.4M → $65.5M (+$21.1M)
32% more funds holding
Funds holding: 22 → 29 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.68M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$4.04M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.39M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.93M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$3.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.21M |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$84.1K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.74K |
PTH Hedge Fund Activity: Q1 2014 in Review
29 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q1 2014, worth a combined $65.5M — up 48% from $44.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PTH positions and 1 closed out — a net gain of 7 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.68M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $3.78M sold.
- 29 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q1 2014, up from 22 in Q4 2013.
- Funds reported $65.5M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q1 2014, up 48% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q1 2014 and 1 closed out, a net change of +7 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q1 2014 was Morgan Stanley, an estimated $4.68M added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q1 2014 was First Allied Advisory Services, an estimated $3.78M sold.
Based on aggregated 13F filings for Q1 2014.