Invesco Dorsey Wright Healthcare Momentum ETF
PTH
58 hedge funds and large institutions have $37.3M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
4% more funds holding
Funds holding: 56 → 58 (+2)
2.15% less ownership
Funds ownership: 37.43% → 35.28% (-2.2%)
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
70% less capital inflows, than outflows
Capital inflows: $2.02M | Capital outflows: $6.66M
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $630K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$690K |
| 2 |
IHT Wealth Management
Chicago,
Illinois
|
+$269K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$255K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$227K |
| 5 |
Concentrum Wealth Management
San Jose,
California
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Byrne Financial Freedom
Franklin,
Massachusetts
|
-$3.2M |
| 2 |
Morgan Stanley
New York
|
-$1.35M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$390K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$286K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$263K |
PTH Hedge Fund Activity: Q3 2025 in Review
58 of the 7,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q3 2025, worth a combined $37.3M — down 1.1% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PTH positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 20 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $690K. The largest seller was Byrne Financial Freedom, cutting an estimated $3.2M.
- 58 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q3 2025, up from 56 in Q2 2025.
- Funds reported $37.3M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q3 2025, down 1.1% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q3 2025 and 3 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $690K added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q3 2025 was Byrne Financial Freedom, an estimated $3.2M sold.
Based on aggregated 13F filings for Q3 2025.