PTH icon

Invesco Dorsey Wright Healthcare Momentum ETF

74 hedge funds and large institutions have $66.5M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
1
Connectus Wealth
Ohio
$17.3M +$1.42M +35,061 +9%
Morgan Stanley
2
Morgan Stanley
New York
$9.06M -$396K -9,744 -4%
Bank of America
3
Bank of America
North Carolina
$4.61M -$238K -5,868 -5%
LPL Financial
4
LPL Financial
California
$4.28M +$64.3K +1,584 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.53M -$663K -16,329 -21%
UBS Group
6
UBS Group
Switzerland
$2.48M -$524K -12,915 -17%
IWM
7
IHT Wealth Management
Illinois
$2.01M -$3.04K -75 -0.2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.69M +$506K +12,453 +43%
Wells Fargo
9
Wells Fargo
California
$1.67M -$197K -4,854 -11%
KIA
10
Kraematon Investment Advisors
Massachusetts
$1.45M -$251K -6,180 -15%
UIA
11
Ulland Investment Advisors
Minnesota
$1.28M -$63.3K -1,560 -5%
SA
12
SFI Advisors
New Jersey
$1.15M -$1.71M -42,045 -60%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.08M -$114K -2,802 -10%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.08M -$6.58K -162 -0.6%
SAM
15
SignalPoint Asset Management
Missouri
$1.07M -$32.6K -804 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$889K -$333K -8,205 -27%
Citadel Advisors
17
Citadel Advisors
Florida
$875K -$266K -6,558 -23%
SPIA
18
Steward Partners Investment Advisory
New York
$804K -$234K -5,775 -23%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$720K +$5.97K +147 +0.8%
TRCT
20
Tower Research Capital (TRC)
New York
$688K -$605K -14,916 -47%
Ameriprise
21
Ameriprise
Minnesota
$513K +$5.24K +129 +1%
Stifel Financial
22
Stifel Financial
Missouri
$510K +$4.26K +105 +0.8%
BWA
23
Beam Wealth Advisors
Louisiana
$473K -$1.49M -36,717 -76%
PA
24
PFG Advisors
Arizona
$445K +$14.9K +366 +3%
OIA
25
OneDigital Investment Advisors
Kansas
$442K -$150K -3,702 -25%