Invesco Dorsey Wright Healthcare Momentum ETF
PTH
70 hedge funds and large institutions have $220M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 8 closing their positions.
289% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 9
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
62% more capital invested
Capital invested by funds: $136M → $220M (+$84.6M)
17% more funds holding
Funds holding: 60 → 70 (+10)
11.89% more ownership
Funds ownership: 171.31% → 183.2% (+12%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $405K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$16.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.49M |
| 3 |
Morgan Stanley
New York
|
+$5.61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.55M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.98M |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$1.72M |
| 3 |
NWP
Northstar Wealth Partners
West Hartford,
Connecticut
|
-$733K |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$617K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$464K |
PTH Hedge Fund Activity: Q3 2018 in Review
70 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q3 2018, worth a combined $220M — up 62% from $136M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PTH positions and 8 closed out — a net gain of 10 holders — while 35 added to existing stakes and 9 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $16.4M. The largest seller was Envestnet Asset Management, cutting an estimated $1.98M.
- 70 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q3 2018, up from 60 in Q2 2018.
- Funds reported $220M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q3 2018, up 62% quarter-over-quarter.
- 18 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q3 2018 and 8 closed out, a net change of +10 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q3 2018 was Invesco, an estimated $16.4M added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $1.98M sold.
Based on aggregated 13F filings for Q3 2018.