Free Trial
→ Massive new energy source found in Utah (From Stansberry Research) (Ad) Buy PTH Stock  Free PTH Stock Alerts

Invesco Dorsey Wright Healthcare Momentum ETF (PTH) Institutional Ownership

Invesco Dorsey Wright Healthcare Momentum ETF logo
$39.78 +0.10 (+0.25%)
As of 10:06 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Healthcare Momentum ETF (NASDAQ:PTH)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$7.65M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$4.79M
Get PTH Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dorsey Wright Healthcare Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PTH Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Healthcare Momentum ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Byrne 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%
2/17/2025Cetera 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 TRC 6,082$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%
2/6/2025 Bellevue Asset Management LLC1,212$48K0.0%-16.5%0.041%
2/6/2025Raymond James Financial Inc.17,493$700K0.0%N/A0.593%
2/6/2025Jones 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%
1/30/2025 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%
7/31/2024Commonwealth 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%
7/22/2024Atria 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%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
4/25/2024Armor 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%
2/6/2024Private Advisor Group LLC6,861$269K0.0%-17.7%0.205%
2/2/2024 Valmark Advisers Inc.5,967$234K0.0%-6.6%0.178%
2/2/2024Atria 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%
1/24/2024 Private 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%
12/11/2023 Sunbelt 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%
11/3/2023Private 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%
10/25/2023 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%
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%
10/10/2023 SOA 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%
8/10/2023 Kraematon 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%
8/4/2023 Parallel Advisors LLC910$111K0.0%+127.5%0.021%
8/3/2023 Valmark 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%
7/20/2023 Ulland Investment Advisors LLC10,485$1.28M1.3%-4.7%0.243%
7/13/2023 Cambridge Investment Research Advisors Inc.20,740$2.53M0.0%-20.8%1.440%
Virtually Limitless Energy? (Ad)

A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discovered a new form of power—what some are calling “Helios” technology. It’s not solar, wind, or even nuclear fission. In fact, it could yield more energy than oil, gas, and coal combined—without harmful byproducts. This obscure company could be at the center of the next trillion-dollar energy revolution.

One company’s discovery could change power forever
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%
5/11/2023 Cambridge 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%
5/11/2023Meitav Investment House Ltd.3,322$401K0.0%-74.9%0.220%
5/10/2023Private Advisor Group LLC3,252$365K0.0%N/A0.215%
5/10/2023 Resources Investment Advisors LLC.4,867$546K0.0%-30.7%0.322%
5/10/2023LPL Financial LLC34,639$3.89M0.0%-6.1%2.294%
5/10/2023 Cavalier Investments LLC44,812$5.03M2.1%+6.2%2.968%
5/9/2023Tower Research Capital LLC TRC 10,620$1.19M0.0%+60.0%0.703%
(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), Cavalier Investments LLC ($5.03M), Byrne Financial Freedom LLC ($4.70M), Bank of America Corp DE ($4.00M), LPL Financial LLC ($3.66M), SFI Advisors LLC ($3.04M), and IHT Wealth Management LLC ($2.88M).Learn more on PTH's institutional investors.

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

Of the 43 institutional investors that purchased Invesco Dorsey Wright Healthcare Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SFI Advisors LLC ($76.92K), IHT Wealth Management LLC ($35.65K), Cambridge Investment Research Advisors Inc. ($35.13K), Raymond James Financial Inc. ($34.99K), Private Advisor Group LLC ($28.84K), Tower Research Capital LLC TRC ($28.19K), 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 466,089 shares in the last 24 months. This purchase volume represents approximately $18.18M in transactions.

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

Of the 32 institutional investors that sold Invesco Dorsey Wright Healthcare Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($67.86K), SFI Advisors LLC ($22.79K), IHT Wealth Management LLC ($21.58K), LPL Financial LLC ($19.43K), Beam Wealth Advisors Inc. ($14.80K), Meitav Investment House Ltd. ($12.93K), and EP Wealth Advisors LLC ($12.26K).

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

Institutional investors have sold a total of 220,529 shares in the last 24 months. This volume of shares sold represents approximately $9.35M in transactions.


Related Companies

This page (NASDAQ:PTH) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Is he more powerful than Trump?
Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...
Porter & Company | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Trump and Buffett Are Quietly Leading America’s Gold Revival
The “Buffett Indicator” Predicts Gold Set To Dominate for Next Decade Each time the Buffett Indicator has...
Golden Portfolio | Sponsored
James Altucher: Do not invest in AI unless…
I made millions during the crypto boom. Many “experts” are now saying… Artificial Intelligence opportuni...
Paradigm Press | Sponsored
This isn’t a trade war. It’s worse…
Investigative Journalist Bombhsell: The Curse on the U.S Dollar Depleted retirement accounts? Meme coin inv...
Stansberry Research | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Elon Musk’s next move from the Oval Office?
No one is closer to President Trump than Tesla CEO Elon Musk. He's been dubbed Trump's "first buddy." Tr...
Weiss Ratings | Sponsored