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Invesco Dorsey Wright Healthcare Momentum ETF (PTH) Institutional Ownership

Invesco Dorsey Wright Healthcare Momentum ETF logo
$39.22 +0.02 (+0.05%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$39.22 +0.00 (+0.01%)
As of 08/14/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Healthcare Momentum ETF (NASDAQ:PTH)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$7.69M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$6.13M
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PTH Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Healthcare Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Byrne Financial Freedom LLC116,339$4.52M2.3%-2.3%4.768%
8/15/2025Bank of America Corp DE101,502$3.95M0.0%+0.8%4.160%
8/14/2025Raymond James Financial Inc.7,569$294K0.0%-29.8%0.310%
8/12/2025 Steward Partners Investment Advisory LLC12,000$467K0.0%-4.8%0.492%
8/12/2025 MAI Capital Management2,473$96K0.0%-15.0%0.101%
8/12/2025 JPMorgan Chase & Co.1,154$45K0.0%-38.3%0.047%
8/11/2025 SFI Advisors LLC89,734$3.49M2.4%-3.8%3.678%
8/8/2025 Cetera Investment Advisers5,788$225K0.0%-60.6%0.237%
8/7/2025 PFG Advisors9,701$377K0.0%-5.2%0.398%
8/5/2025 Prosperity Consulting Group LLC7,022$273K0.0%-5.0%0.288%
8/1/2025 Envestnet Asset Management Inc.13,160$512K0.0%+3.7%0.533%
7/28/2025 Harbour Investments Inc.1,275$50K0.0%-23.6%0.051%
7/21/2025 Ameritas Advisory Services LLC801$31K0.0%N/A0.032%
7/11/2025 Farther Finance Advisors LLC24,453$951K0.0%+3.5%0.955%
7/10/2025 Wealth Enhancement Advisory Services LLC6,420$245K0.0%-50.0%0.251%
5/16/2025 Jones Financial Companies Lllp14,688$580K0.0%+1,124.0%0.542%
5/15/2025Royal Bank of Canada13,153$519K0.0%+39.6%0.485%
5/14/2025Comerica Bank1,705$67K0.0%-63.9%0.063%
5/13/2025 SFI Advisors LLC93,276$3.68M2.7%+6.5%3.442%
5/7/2025 LPL Financial LLC82,114$3.24M0.0%-10.1%3.041%
5/6/2025 Cetera Investment Advisers14,691$580K0.0%+84.4%0.542%
4/29/2025Byrne Financial Freedom LLC119,096$4.70M2.7%-1.2%4.395%
4/29/2025 Envestnet Asset Management Inc.12,688$501K0.0%-24.7%0.468%
4/22/2025 Cambridge Investment Research Advisors Inc.49,739$1.96M0.0%-49.5%1.802%
4/16/2025 Wealth Enhancement Advisory Services LLC12,840$507K0.0%+100.0%0.465%
4/14/2025 Farther Finance Advisors LLC23,628$901K0.0%N/A0.856%
2/17/2025Focus Partners Wealth5,000$200K0.0%N/A0.169%
2/17/2025 Cetera Investment Advisers7,969$319K0.0%-11.1%0.270%
2/17/2025Citadel Advisors LLC19,585$784K0.0%+169.8%0.664%
2/17/2025Bank of America Corp DE99,764$4.00M0.0%-5.6%3.382%
2/17/2025BNP Paribas2,100$84K0.0%N/A0.071%
2/14/2025 Prosperity Consulting Group LLC7,393$296K0.0%+23.0%0.251%
2/14/2025IHT Wealth Management LLC71,838$2.88M0.1%-23.1%2.435%
2/14/2025Stifel Financial Corp10,716$429K0.0%-4.2%0.363%
2/14/2025Tower Research Capital LLC TRC6,082$244K0.0%-21.6%0.206%
2/13/2025Raymond James Financial Inc.17,493$700K0.0%N/A0.593%
2/13/2025Advisory Services Network LLC5,504$220K0.0%N/A0.187%
2/13/2025Wells Fargo & Company MN25,497$1.02M0.0%-12.0%0.864%
2/11/2025 LPL Financial LLC91,305$3.66M0.0%-15.8%3.095%
2/10/2025 Commonwealth Equity Services LLC20,919$838K0.0%+19.7%0.709%
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2/7/2025 PFG Advisors10,321$413K0.0%-2.9%0.350%
2/6/2025 Bellevue Asset Management LLC1,212$48K0.0%-16.5%0.041%
2/6/2025Raymond James Financial Inc.17,493$700K0.0%N/A0.593%
2/6/2025 Jones Financial Companies Lllp1,200$48K0.0%+105.1%0.041%
1/31/2025 Global Retirement Partners LLC1,287$52K0.0%+366.3%0.044%
1/31/2025 Atria Wealth Solutions Inc.13,464$539K0.0%-21.6%0.456%
1/30/2025 Valmark Advisers Inc.5,132$205K0.0%-20.0%0.174%
11/18/2024Asset Allocation Strategies LLC4,870$226K0.1%-26.2%0.154%
11/15/2024MML Investors Services LLC6,858$319K0.0%-5.4%0.217%
11/15/2024Stifel Financial Corp11,191$520K0.0%-2.2%0.354%
11/15/2024IHT Wealth Management LLC93,419$4.33M0.1%+61.7%2.956%
11/4/2024 Jaffetilchin Investment Partners LLC19,598$911K0.1%N/A0.620%
8/19/2024EP Wealth Advisors LLC4,703$202K0.0%-14.0%0.146%
7/31/2024Asset Allocation Strategies LLC6,597$284K0.1%+11.4%0.205%
7/31/2024 Commonwealth Equity Services LLC18,310$787K0.0%-3.8%0.569%
7/26/2024 Cambridge Investment Research Advisors Inc.44,433$1.91M0.0%+1.1%1.380%
7/22/2024 Atria Wealth Solutions Inc.18,467$793K0.0%-17.4%0.574%
5/24/2024Cetera Advisors LLC6,816$300K0.0%N/A0.202%
4/30/2024 Private Advisor Group LLC27,242$1.20M0.0%+297.1%0.804%
4/30/2024 Beam Wealth Advisors Inc.7,337$323K0.2%-4.2%0.216%
4/30/2024 Commonwealth Equity Services LLC19,043$837K0.0%-2.1%0.562%
4/25/2024 Armor Investment Advisors LLC579$25K0.0%N/A0.017%
4/25/2024 Cambridge Investment Research Advisors Inc.43,929$1.93M0.0%-4.2%1.296%
4/15/2024 Wealthcare Advisory Partners LLC4,741$208K0.0%N/A0.138%
2/14/2024Connectus Wealth LLC256,452$10.04M0.2%-0.8%7.655%
2/9/2024Advisory Services Network LLC4,449$174K0.0%N/A0.133%
2/9/2024 Cambridge Investment Research Advisors Inc.45,872$1.80M0.0%-17.2%1.369%
2/6/2024 Private Advisor Group LLC6,861$269K0.0%-17.7%0.205%
2/2/2024 Valmark Advisers Inc.5,967$234K0.0%-6.6%0.178%
2/2/2024 Atria Wealth Solutions Inc.17,722$694K0.0%N/A0.487%
1/31/2024 Beam Wealth Advisors Inc.7,659$300K0.2%-22.6%0.210%
1/30/2024 SFI Advisors LLC77,592$3.04M2.6%-10.2%2.132%
1/26/2024Geneos Wealth Management Inc.675$26K0.0%-30.8%0.019%
1/24/2024 Private Trust Co. NA676$26K0.0%N/A0.019%
1/18/2024 Global Retirement Partners LLC1,986$78K0.0%-52.5%0.055%
1/17/2024SignalPoint Asset Management LLC24,264$949K0.3%-3.1%0.670%
1/16/2024Raymond James Financial Services Advisors Inc.17,559$687K0.0%-5.3%0.485%
12/11/2023Sunbelt Securities Inc.12,836$431K0.1%+391.2%0.340%
11/24/2023EP Wealth Advisors LLC5,466$184K0.0%-67.8%0.145%
11/17/2023Asset Allocation Strategies LLC10,331$347K0.2%+221.2%0.273%
11/15/2023Glenmede Trust Co. NA5,541$186K0.0%+200.0%0.147%
11/14/2023Tower Research Capital LLC TRC29,853$1.00M0.0%+428.6%0.790%
11/8/2023 Valmark Advisers Inc.6,386$214K0.0%+274.5%0.169%
11/3/2023 Private Advisor Group LLC8,337$280K0.0%+166.4%0.221%
10/30/2023 SFI Advisors LLC86,370$2.90M2.8%+814.2%2.267%
10/26/2023 Beam Wealth Advisors Inc.9,894$332K0.2%+154.9%0.260%
10/25/2023 Bellevue Asset Management LLC1,452$49K0.0%+200.0%0.038%
10/24/2023Raymond James Financial Services Advisors Inc.18,534$622K0.0%+109.5%0.486%
10/24/2023Raymond James & Associates6,134$206K0.0%+162.7%0.161%
10/24/2023 Cambridge Investment Research Advisors Inc.55,369$1.86M0.0%+167.0%1.453%
HIDDEN IN THE BOOK OF GENESIS… (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.

Watch Jim Rickards reveal the Old Testament Wealth Code
10/23/2023 Commonwealth Equity Services LLC22,847$767K0.0%+157.1%0.600%
10/13/2023SignalPoint Asset Management LLC25,030$841K0.2%+185.7%0.642%
10/13/2023 PFG Advisors11,047$371K0.0%+202.5%0.283%
10/13/2023 Global Retirement Partners LLC4,182$135K0.0%+156.6%0.107%
10/11/2023Geneos Wealth Management Inc.975$33K0.0%+200.0%0.025%
10/11/2023 AE Wealth Management LLC8,259$277K0.0%+201.2%0.212%
10/10/2023 National Bank of Canada FI900$29K0.0%+200.0%0.023%
10/10/2023 SOA Wealth Advisors LLC.1,335$45K0.0%+200.0%0.034%
8/18/2023 SFI Advisors LLC9,448$1.15M1.1%-59.7%0.222%
8/11/2023 O Shaughnessy Asset Management LLC409$50K0.0%N/A0.010%
(Data available from 1/1/2016 forward)

PTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTH shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Invesco Dorsey Wright Healthcare Momentum ETF. The most heavily invested institutionals were Connectus Wealth LLC ($10.04M), Byrne Financial Freedom LLC ($4.52M), Bank of America Corp DE ($3.95M), SFI Advisors LLC ($3.49M), LPL Financial LLC ($3.24M), IHT Wealth Management LLC ($2.88M), and Cambridge Investment Research Advisors Inc. ($1.96M).Learn more on Invesco Dorsey Wright Healthcare Momentum ETF's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Healthcare Momentum ETF's stock?

Of the 41 institutional investors that purchased Invesco Dorsey Wright Healthcare Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SFI Advisors LLC ($82.63K), IHT Wealth Management LLC ($35.65K), Cambridge Investment Research Advisors Inc. ($35.13K), Raymond James Financial Inc. ($34.99K), Private Advisor Group LLC ($25.59K), Farther Finance Advisors LLC ($24.45K), and Tower Research Capital LLC TRC ($24.21K).

How much institutional buying is happening at Invesco Dorsey Wright Healthcare Momentum ETF?

Institutional investors have bought a total of 184,170 shares in the last 24 months. This purchase volume represents approximately $7.69M in transactions.

Which of Invesco Dorsey Wright Healthcare Momentum ETF's major shareholders have been selling company stock?

Of the 26 institutional investors that sold Invesco Dorsey Wright Healthcare Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($48.82K), LPL Financial LLC ($26.39K), IHT Wealth Management LLC ($21.58K), Cetera Investment Advisers ($9.90K), Wealth Enhancement Advisory Services LLC ($6.42K), Bank of America Corp DE ($5.90K), and Byrne Financial Freedom LLC ($4.25K).

How much institutional selling is happening at Invesco Dorsey Wright Healthcare Momentum ETF?

Institutional investors have sold a total of 154,525 shares in the last 24 months. This volume of shares sold represents approximately $6.13M in transactions.


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This page (NASDAQ:PTH) was last updated on 8/15/2025 by MarketBeat.com Staff
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