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Invesco Dorsey Wright Healthcare Momentum ETF (PTH) Institutional Ownership

Invesco Dorsey Wright Healthcare Momentum ETF logo
$37.72 -0.24 (-0.63%)
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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)
18
Total
Institutional Inflows
(last 12 months)
$7.62M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$5.24M
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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
5/16/2025Jones 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%
5/13/2025SFI Advisors LLC93,276$3.68M2.7%+6.5%3.442%
5/7/2025LPL Financial LLC82,114$3.24M0.0%-10.1%3.041%
5/6/2025Cetera Investment Advisers14,691$580K0.0%+84.4%0.542%
4/29/2025Byrne Financial Freedom LLC119,096$4.70M2.7%-1.2%4.395%
4/29/2025Envestnet Asset Management Inc.12,688$501K0.0%-24.7%0.468%
4/22/2025Cambridge Investment Research Advisors Inc.49,739$1.96M0.0%-49.5%1.802%
4/16/2025Wealth Enhancement Advisory Services LLC12,840$507K0.0%+100.0%0.465%
4/14/2025Farther Finance Advisors LLC23,628$901K0.0%N/A0.856%
2/17/2025Focus Partners Wealth5,000$200K0.0%N/A0.169%
2/17/2025Cetera 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%
2/14/2025Prosperity 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%
2/11/2025LPL Financial LLC91,305$3.66M0.0%-15.8%3.095%
2/10/2025Commonwealth Equity Services LLC20,919$838K0.0%+19.7%0.709%
2/7/2025PFG Advisors10,321$413K0.0%-2.9%0.350%
2/6/2025Bellevue Asset Management LLC1,212$48K0.0%-16.5%0.041%
2/6/2025Raymond James Financial Inc.17,493$700K0.0%N/A0.593%
2/6/2025Jones Financial Companies Lllp1,200$48K0.0%+105.1%0.041%
1/31/2025Global Retirement Partners LLC1,287$52K0.0%+366.3%0.044%
1/31/2025Atria Wealth Solutions Inc.13,464$539K0.0%-21.6%0.456%
1/30/2025Valmark 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%
11/4/2024Jaffetilchin 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%
7/31/2024Commonwealth Equity Services LLC18,310$787K0.0%-3.8%0.569%
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7/26/2024Cambridge Investment Research Advisors Inc.44,433$1.91M0.0%+1.1%1.380%
7/22/2024Atria Wealth Solutions Inc.18,467$793K0.0%-17.4%0.574%
5/24/2024Cetera Advisors LLC6,816$300K0.0%N/A0.202%
4/30/2024Private Advisor Group LLC27,242$1.20M0.0%+297.1%0.804%
4/30/2024Beam Wealth Advisors Inc.7,337$323K0.2%-4.2%0.216%
4/30/2024Commonwealth Equity Services LLC19,043$837K0.0%-2.1%0.562%
4/25/2024Armor Investment Advisors LLC579$25K0.0%N/A0.017%
4/25/2024Cambridge Investment Research Advisors Inc.43,929$1.93M0.0%-4.2%1.296%
4/15/2024Wealthcare 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%
2/9/2024Cambridge Investment Research Advisors Inc.45,872$1.80M0.0%-17.2%1.369%
2/6/2024Private Advisor Group LLC6,861$269K0.0%-17.7%0.205%
2/2/2024Valmark Advisers Inc.5,967$234K0.0%-6.6%0.178%
2/2/2024Atria Wealth Solutions Inc.17,722$694K0.0%N/A0.487%
1/31/2024Beam Wealth Advisors Inc.7,659$300K0.2%-22.6%0.210%
1/30/2024SFI Advisors LLC77,592$3.04M2.6%-10.2%2.132%
1/26/2024Geneos Wealth Management Inc.675$26K0.0%-30.8%0.019%
1/24/2024Private Trust Co. NA676$26K0.0%N/A0.019%
1/18/2024Global 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%
11/8/2023Valmark Advisers Inc.6,386$214K0.0%+274.5%0.169%
11/3/2023Private Advisor Group LLC8,337$280K0.0%+166.4%0.221%
10/30/2023SFI Advisors LLC86,370$2.90M2.8%+814.2%2.267%
10/26/2023Beam Wealth Advisors Inc.9,894$332K0.2%+154.9%0.260%
10/25/2023Bellevue 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%
10/24/2023Cambridge Investment Research Advisors Inc.55,369$1.86M0.0%+167.0%1.453%
10/23/2023Commonwealth Equity Services LLC22,847$767K0.0%+157.1%0.600%
10/13/2023SignalPoint Asset Management LLC25,030$841K0.2%+185.7%0.642%
10/13/2023PFG Advisors11,047$371K0.0%+202.5%0.283%
10/13/2023Global Retirement Partners LLC4,182$135K0.0%+156.6%0.107%
10/11/2023Geneos Wealth Management Inc.975$33K0.0%+200.0%0.025%
10/11/2023AE Wealth Management LLC8,259$277K0.0%+201.2%0.212%
10/10/2023National Bank of Canada FI900$29K0.0%+200.0%0.023%
10/10/2023SOA Wealth Advisors LLC.1,335$45K0.0%+200.0%0.034%
8/18/2023SFI Advisors LLC9,448$1.15M1.1%-59.7%0.222%
8/11/2023O Shaughnessy Asset Management LLC409$50K0.0%N/A0.010%
8/10/2023Kraematon Investment Advisors Inc.11,917$1.45M1.6%-14.7%0.280%
8/10/2023Meitav Investment House Ltd.307$37K0.0%-90.8%0.007%
8/10/2023Cetera Advisor Networks LLC2,476$302K0.0%-33.8%0.058%
8/9/2023Flow Traders U.S. LLC2,828$344K0.0%N/A0.066%
8/4/2023Parallel Advisors LLC910$111K0.0%+127.5%0.021%
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8/3/2023Valmark Advisers Inc.1,705$208K0.0%N/A0.040%
7/31/2023LPL Financial LLC35,167$4.28M0.0%+1.5%0.826%
7/31/2023Brown Advisory Inc.1,948$237K0.0%-59.2%0.046%
7/26/2023Beam Wealth Advisors Inc.3,882$473K0.3%-75.9%0.090%
7/20/2023Ulland Investment Advisors LLC10,485$1.28M1.3%-4.7%0.243%
7/13/2023Cambridge Investment Research Advisors Inc.20,740$2.53M0.0%-20.8%1.440%
7/12/2023SignalPoint Asset Management LLC8,760$1.07M0.3%-3.0%0.608%
6/5/2023EP Wealth Advisors LLC6,928$906K0.0%N/A0.459%
5/11/2023Cambridge Investment Research Advisors Inc.26,183$2.94M0.0%-7.6%1.734%
5/11/2023Connectus Wealth LLC130,405$14.64M0.4%+0.1%8.636%
(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, 56 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 ($4.70M), Bank of America Corp DE ($4.00M), SFI Advisors LLC ($3.68M), 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 42 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), Tower Research Capital LLC TRC ($24.21K), and Farther Finance Advisors LLC ($23.63K).

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

Institutional investors have bought a total of 182,487 shares in the last 24 months. This purchase volume represents approximately $7.62M in transactions.

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

Of the 19 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), Atria Wealth Solutions Inc. ($7.61K), Bank of America Corp DE ($5.90K), Envestnet Asset Management Inc. ($4.16K), and Wells Fargo & Company MN ($3.47K).

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

Institutional investors have sold a total of 131,267 shares in the last 24 months. This volume of shares sold represents approximately $5.24M in transactions.


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This page (NASDAQ:PTH) was last updated on 7/3/2025 by MarketBeat.com Staff
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