Invesco Dorsey Wright Healthcare Momentum ETF
PTH
56 hedge funds and large institutions have $37.7M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 9 closing their positions.
0.25% more ownership
Funds ownership: 37.18% → 37.43% (+0.25%)
8% less funds holding
Funds holding: 61 → 56 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
55% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 22
75% less capital inflows, than outflows
Capital inflows: $1M | Capital outflows: $4.02M
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $556K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$239K |
| 2 |
Morgan Stanley
New York
|
+$164K |
| 3 |
LPL Financial
San Diego,
California
|
+$148K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$86K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$33.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Wealth Solutions
New York
|
-$531K |
| 2 |
IHT Wealth Management
Chicago,
Illinois
|
-$422K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$399K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$336K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$327K |
PTH Hedge Fund Activity: Q2 2025 in Review
56 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q2 2025, worth a combined $37.7M — down 9.2% from $41.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PTH and 5 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 10 added.
The largest buyer was UBS Group, adding an estimated $239K. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $531K sold.
- 56 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q2 2025, down from 61 in Q1 2025.
- Funds reported $37.7M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q2 2025, down 9.2% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q2 2025 and 9 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q2 2025 was UBS Group, an estimated $239K added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $531K sold.
Based on aggregated 13F filings for Q2 2025.