Invesco Dorsey Wright Healthcare Momentum ETF
PTH
64 hedge funds and large institutions have $109M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
12% more capital invested
Capital invested by funds: $96.6M → $109M (+$12M)
4.26% more ownership
Funds ownership: 159.09% → 163.35% (+4.3%)
2% more funds holding
Funds holding: 63 → 64 (+1)
26% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.16M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.94M |
| 3 |
Goldman Sachs
New York
|
+$1.63M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.34M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$2.76M |
| 2 |
Morgan Stanley
New York
|
-$2.33M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.21M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.11M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$650K |
PTH Hedge Fund Activity: Q1 2019 in Review
64 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q1 2019, worth a combined $109M — up 12% from $96.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PTH positions and 6 closed out — a net gain of 2 holders — while 17 added to existing stakes and 23 trimmed.
The largest buyer was UBS Group, adding an estimated $2.16M. The largest seller was Transamerica Financial Advisors, cutting an estimated $2.76M.
- 64 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q1 2019, up from 63 in Q4 2018.
- Funds reported $109M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q1 2019, up 12% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q1 2019 was UBS Group, an estimated $2.16M added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q1 2019 was Transamerica Financial Advisors, an estimated $2.76M sold.
Based on aggregated 13F filings for Q1 2019.