Invesco Dorsey Wright Healthcare Momentum ETF
PTH
64 hedge funds and large institutions have $49.3M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
16% more capital invested
Capital invested by funds: $42.6M → $49.3M (+$6.64M)
2.8% more ownership
Funds ownership: 30.35% → 33.15% (+2.8%)
2% more funds holding
Funds holding: 63 → 64 (+1)
60% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.67M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.62M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$889K |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$460K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$869K |
| 2 |
Morgan Stanley
New York
|
-$555K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$552K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$235K |
| 5 |
Jane Street
New York
|
-$217K |
PTH Hedge Fund Activity: Q3 2024 in Review
64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q3 2024, worth a combined $49.3M — up 16% from $42.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PTH positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 20 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.67M. The largest seller was Raymond James & Associates, cutting an estimated $869K.
- 64 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q3 2024, up from 63 in Q2 2024.
- Funds reported $49.3M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $2.67M added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q3 2024 was Raymond James & Associates, an estimated $869K sold.
Based on aggregated 13F filings for Q3 2024.