Invesco Dorsey Wright Healthcare Momentum ETF
PTH
65 hedge funds and large institutions have $48M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
29% more capital invested
Capital invested by funds: $37.3M → $48M (+$10.7M)
14% more funds holding
Funds holding: 57 → 65 (+8)
3% more ownership
Funds ownership: 35.28% → 38.28% (+3%)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.31M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.07M |
| 3 |
Two Sigma Investments
New York
|
+$909K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$729K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$646K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$472K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$382K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$242K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$235K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$226K |
PTH Hedge Fund Activity: Q4 2025 in Review
65 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q4 2025, worth a combined $48M — up 29% from $37.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PTH positions and 6 closed out — a net gain of 8 holders — while 12 added to existing stakes and 18 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.31M. The largest seller was Stifel Financial, exiting entirely with an estimated $472K sold.
- 65 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q4 2025, up from 57 in Q3 2025.
- Funds reported $48M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q4 2025, up 29% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q4 2025 and 6 closed out, a net change of +8 holders.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $2.31M added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q4 2025 was Stifel Financial, an estimated $472K sold.
Based on aggregated 13F filings for Q4 2025.