Invesco Dorsey Wright Healthcare Momentum ETF
PTH
62 hedge funds and large institutions have $45.8M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 7 closing their positions.
0% less ownership
Funds ownership: 38.28% → 38.28% (-0%)
5% less funds holding
Funds holding: 65 → 62 (-3)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
20% less capital inflows, than outflows
Capital inflows: $5.54M | Capital outflows: $6.97M
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.61M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.06M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$921K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$717K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHT Wealth Management
Chicago,
Illinois
|
-$1.36M |
| 2 |
SFI Advisors
Montclair,
New Jersey
|
-$1.36M |
| 3 |
Two Sigma Investments
New York
|
-$919K |
| 4 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$654K |
| 5 |
LPL Financial
San Diego,
California
|
-$631K |
PTH Hedge Fund Activity: Q1 2026 in Review
62 of the 8,217 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Healthcare Momentum ETF (PTH) for Q1 2026, worth a combined $45.8M — down 4.6% from $48M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PTH and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 12 added.
The largest buyer was NewEdge Advisors, adding an estimated $1.61M. The largest seller was IHT Wealth Management, cutting an estimated $1.36M.
- 62 institutional investors held Invesco Dorsey Wright Healthcare Momentum ETF (PTH) as of Q1 2026, down from 65 in Q4 2025.
- Funds reported $45.8M of Invesco Dorsey Wright Healthcare Momentum ETF stock for Q1 2026, down 4.6% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Healthcare Momentum ETF positions in Q1 2026 and 7 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF buyer in Q1 2026 was NewEdge Advisors, an estimated $1.61M added.
- The largest Invesco Dorsey Wright Healthcare Momentum ETF seller in Q1 2026 was IHT Wealth Management, an estimated $1.36M sold.
Based on aggregated 13F filings for Q1 2026.