We are live on ! Find out more
PTH icon

Invesco Dorsey Wright Healthcare Momentum ETF

34 hedge funds and large institutions have $34M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $916K

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more funds holding

Funds holding: 3434 (0)

7% less capital invested

Capital invested by funds: $36.5M → $34M (-$2.44M)

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
9
Closed
5
Calls
$2.09M
Puts
$916K
Net Calls
+$1.17M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$6.04M +$2.68M +179,898 +80%
Goldman Sachs
2
Goldman Sachs
New York
$4.55M
Bank of America
3
Bank of America
North Carolina
$3.3M +$490K +32,940 +17%
Wells Fargo
4
Wells Fargo
California
$2.52M +$110K +7,389 +5%
LPL Financial
5
LPL Financial
California
$2.52M -$3.61M -242,790 -59%
Morgan Stanley
6
Morgan Stanley
New York
$2.26M +$8.03K +540 +0.4%
UBS Group
7
UBS Group
Switzerland
$1.97M +$113K +7,611 +6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.85M +$231K +15,504 +14%
Ameriprise
9
Ameriprise
Minnesota
$1.42M -$78.3K -5,262 -5%
Millennium Management
10
Millennium Management
New York
$1.41M -$290K -19,500 -17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.34M +$498K +33,471 +59%
Jane Street
12
Jane Street
New York
$979K +$165K +11,097 +20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$617K
SB
14
Suntrust Banks
Georgia
$583K +$28.1K +1,890 +5%
SAM
15
SignalPoint Asset Management
Missouri
$573K -$73.8K -4,959 -11%
Stifel Financial
16
Stifel Financial
Missouri
$465K +$191K +12,870 +70%
SG Americas Securities
17
SG Americas Securities
New York
$413K +$412K +27,711 New
SG
18
Societe Generale
$413K +$412K +27,711 New
ICAS
19
Investors Capital Advisory Services
Massachusetts
$200K +$200K +13,464 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$144K -$5.8K -390 -4%
MFS
21
MSI Financial Services
Massachusetts
$130K -$144K -9,696 -53%
Citigroup
22
Citigroup
New York
$118K -$4.11K -276 -3%
GT
23
Glenmede Trust
Pennsylvania
$82K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$44K
TFA
25
Transamerica Financial Advisors
Florida
$30K -$30.9K -2,076 -51%

PTH Hedge Fund Activity: Q2 2016 in Review

34 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q2 2016, worth a combined $34M — down 6.7% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PTH positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.68M. The largest seller was LPL Financial, cutting an estimated $3.61M.

  • 34 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $34M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q2 2016, down 6.7% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q2 2016 and 5 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q2 2016 was Raymond James & Associates, an estimated $2.68M added.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q2 2016 was LPL Financial, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2016.