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Invesco Dorsey Wright Healthcare Momentum ETF

38 hedge funds and large institutions have $26.7M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133.67% more ownership

Funds ownership: 0%133.67% (+134%)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 3838 (0)

25% less capital invested

Capital invested by funds: $35.7M → $26.7M (-$8.94M)

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
SignalPoint Asset Management
Missouri
$3.76M -$18.8K -1,155 -0.5%
Bank of America
2
Bank of America
North Carolina
$2.68M -$1.65M -101,520 -38%
Goldman Sachs
3
Goldman Sachs
New York
$2.4M -$2.53M -155,433 -51%
Morgan Stanley
4
Morgan Stanley
New York
$2.12M -$240K -14,778 -10%
LPL Financial
5
LPL Financial
California
$1.85M -$177K -10,866 -9%
UBS Group
6
UBS Group
Switzerland
$1.85M -$13.5K -831 -0.7%
Citadel Advisors
7
Citadel Advisors
Florida
$1.78M +$1.27M +78,003 +237%
RJA
8
Raymond James & Associates
Florida
$1.53M -$1.95M -120,120 -56%
Wells Fargo
9
Wells Fargo
California
$1.36M -$992K -60,984 -42%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.28M -$29.6K -1,821 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.21M +$1.01M +62,046 +465%
SG Americas Securities
12
SG Americas Securities
New York
$1.02M
Jane Street
13
Jane Street
New York
$772K +$243K +14,958 +45%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$627K +$637K +39,168 New
FHC
15
First Heartland Consultants
Missouri
$450K +$261K +16,068 +133%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$433K +$54.2K +3,330 +14%
Millennium Management
17
Millennium Management
New York
$247K -$664K -40,833 -73%
SB
18
Suntrust Banks
Georgia
$246K -$351K -21,582 -57%
VKH
19
Virtu KCG Holdings
New York
$207K -$146K -9,006 -41%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$206K -$1.66K -102 -0.8%
ED
21
Exane Derivatives
France
$152K +$154K +9,480 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$124K -$40.6K -2,499 -24%
MFS
23
MSI Financial Services
Massachusetts
$94K
GT
24
Glenmede Trust
Pennsylvania
$88K
BFEC
25
Benjamin F. Edwards & Company
Missouri
$48K +$48.8K +3,000 New

PTH Hedge Fund Activity: Q4 2016 in Review

38 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q4 2016, worth a combined $26.7M — down 25% from $35.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PTH positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.27M. The largest seller was Goldman Sachs, cutting an estimated $2.53M.

  • 38 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $26.7M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q4 2016, down 25% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q4 2016 and 5 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q4 2016 was Citadel Advisors, an estimated $1.27M added.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q4 2016 was Goldman Sachs, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2016.