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Invesco Dorsey Wright Healthcare Momentum ETF

76 hedge funds and large institutions have $103M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $103M → $103M (-$403K)

2.4% less ownership

Funds ownership: 132.82%130.42% (-2.4%)

8% less funds holding

Funds holding: 8376 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

61% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $242K

Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
31
Closed
12
Calls
Puts
$242K
Net Calls
-$242K
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
Connectus Wealth
Ohio
$17.4M -$114K -2,694 -0.6%
Wells Fargo
2
Wells Fargo
California
$11.8M +$441K +10,449 +4%
Morgan Stanley
3
Morgan Stanley
New York
$11.3M -$378K -8,961 -3%
CI
4
Cavalier Investments
Georgia
$5.38M -$483K -11,451 -8%
Bank of America
5
Bank of America
North Carolina
$4.91M -$50.9K -1,206 -1%
LPL Financial
6
LPL Financial
California
$4.77M -$727K -17,232 -13%
UBS Group
7
UBS Group
Switzerland
$4.11M +$258K +6,120 +6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.45M -$75.8K -1,797 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.98M -$202K -4,794 -6%
SA
10
SFI Advisors
New Jersey
$2.18M +$2.27M +53,880 New
KIA
11
Kraematon Investment Advisors
Massachusetts
$2.13M -$73.4K -1,740 -3%
IWM
12
IHT Wealth Management
Illinois
$1.98M +$792K +18,765 +62%
WWM
13
Western Wealth Management
Colorado
$1.89M
BWA
14
Beam Wealth Advisors
Louisiana
$1.69M +$20.9K +495 +1%
UIA
15
Ulland Investment Advisors
Minnesota
$1.68M -$99.4K -2,355 -5%
MIH
16
Meitav Investment House
Israel
$1.61M -$5.7K -135 -0.3%
Citadel Advisors
17
Citadel Advisors
Florida
$1.55M +$1.19M +28,266 +279%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.49M -$698K -16,542 -31%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.47M -$131K -3,102 -8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.41M -$316K -7,497 -18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.29M -$356K -8,439 -21%
CAN
22
Cetera Advisor Networks
California
$1.27M -$88.2K -2,091 -6%
SAM
23
SignalPoint Asset Management
Missouri
$1.1M -$760 -18 -0.1%
SPIA
24
Steward Partners Investment Advisory
New York
$1.09M +$44.3K +1,050 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$983K +$901K +21,357 +721%

PTH Hedge Fund Activity: Q3 2022 in Review

76 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q3 2022, worth a combined $103M — down 0.39% from $103M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PTH and 7 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 12 added.

The largest buyer was SFI Advisors, opening a new position worth an estimated $2.27M. The largest seller was Flow Traders U.S., cutting an estimated $3.08M.

  • 76 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $103M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q3 2022, down 0.39% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q3 2022 and 12 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q3 2022 was SFI Advisors, an estimated $2.27M added.
  • The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q3 2022 was Flow Traders U.S., an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2022.