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Invesco Dorsey Wright Healthcare Momentum ETF (PTH) Institutional Ownership

Invesco Dorsey Wright Healthcare Momentum ETF logo
$36.23 -0.94 (-2.53%)
Closing price 03:49 PM Eastern
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$36.26 +0.03 (+0.08%)
As of 04:06 PM Eastern
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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)
$7.92M
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
5/16/2025 Jones Financial Companies Lllp14,688$580K0.0%+1,124.0%0.542%
5/15/2025 Royal Bank of Canada13,153$519K0.0%+39.6%0.485%
5/14/2025 Comerica 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%
4/29/2025 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%
2/17/2025 Focus Partners Wealth5,000$200K0.0%N/A0.169%
2/17/2025 Cetera Investment Advisers7,969$319K0.0%-11.1%0.270%
2/17/2025 Citadel Advisors LLC19,585$784K0.0%+169.8%0.664%
2/17/2025 Bank of America Corp DE99,764$4.00M0.0%-5.6%3.382%
2/17/2025 BNP Paribas2,100$84K0.0%N/A0.071%
2/14/2025 Prosperity Consulting Group LLC7,393$296K0.0%+23.0%0.251%
2/14/2025 IHT Wealth Management LLC71,838$2.88M0.1%-23.1%2.435%
2/14/2025 Stifel Financial Corp10,716$429K0.0%-4.2%0.363%
2/14/2025 Tower Research Capital LLC TRC6,082$244K0.0%-21.6%0.206%
2/13/2025 Raymond James Financial Inc.17,493$700K0.0%N/A0.593%
2/13/2025 Advisory Services Network LLC5,504$220K0.0%N/A0.187%
2/13/2025 Wells 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%
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%
2/6/2025 Raymond James Financial Inc.17,493$700K0.0%N/A0.593%
2/6/2025 Jones Financial Companies Lllp1,200$48K0.0%+105.1%0.041%
1/31/2025Global 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%
11/18/2024 Asset Allocation Strategies LLC4,870$226K0.1%-26.2%0.154%
11/15/2024 MML Investors Services LLC6,858$319K0.0%-5.4%0.217%
11/15/2024 Stifel Financial Corp11,191$520K0.0%-2.2%0.354%
11/15/2024 IHT Wealth Management LLC93,419$4.33M0.1%+61.7%2.956%
11/4/2024 Jaffetilchin Investment Partners LLC19,598$911K0.1%N/A0.620%
8/19/2024 EP Wealth Advisors LLC4,703$202K0.0%-14.0%0.146%
7/31/2024 Asset Allocation Strategies LLC6,597$284K0.1%+11.4%0.205%
7/31/2024 Commonwealth Equity Services LLC18,310$787K0.0%-3.8%0.569%
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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%
2/9/2024 Advisory 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%
1/26/2024 Geneos 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%
11/24/2023 EP Wealth Advisors LLC5,466$184K0.0%-67.8%0.145%
11/17/2023 Asset Allocation Strategies LLC10,331$347K0.2%+221.2%0.273%
11/15/2023 Glenmede Trust Co. NA5,541$186K0.0%+200.0%0.147%
11/14/2023 Tower 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%
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%
10/13/2023Global Retirement Partners LLC4,182$135K0.0%+156.6%0.107%
10/11/2023 Geneos 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%
8/10/2023 Kraematon Investment Advisors Inc.11,917$1.45M1.6%-14.7%0.280%
8/10/2023 Meitav Investment House Ltd.307$37K0.0%-90.8%0.007%
8/10/2023Cetera Advisor Networks LLC2,476$302K0.0%-33.8%0.058%
8/9/2023 Flow Traders U.S. LLC2,828$344K0.0%N/A0.066%
8/4/2023 Parallel Advisors LLC910$111K0.0%+127.5%0.021%
While others chase AI stocks, smart traders do this (Ad)

Since the pandemic, the average mortgage payment has jumped from $1,427 to $2,047. That's an extra $600 every single month just vanishing from people's pockets. Meanwhile, credit card debt is hitting record highs, and savings accounts are at their lowest since 2008. Most folks are left with two options… Get a second job... or work overtime on weekends. But what if there was a third option? I just uncovered a shocking anomaly in the options market that could change everything... One that lets you target extra cash on days when most people make nothing - weekends. Think what that could mean for your monthly budget...

you can get the full story here
8/3/2023 Valmark Advisers Inc.1,705$208K0.0%N/A0.040%
7/31/2023 LPL Financial LLC35,167$4.28M0.0%+1.5%0.826%
7/31/2023 Brown Advisory Inc.1,948$237K0.0%-59.2%0.046%
7/26/2023 Beam 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%
7/12/2023SignalPoint Asset Management LLC8,760$1.07M0.3%-3.0%0.608%
6/5/2023 EP 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%
(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 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 ($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 485,737 shares in the last 24 months. This purchase volume represents approximately $18.60M 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. ($65.71K), LPL Financial LLC ($26.39K), SFI Advisors LLC ($22.79K), IHT Wealth Management LLC ($21.58K), Beam Wealth Advisors Inc. ($14.80K), EP Wealth Advisors LLC ($12.26K), and Atria Wealth Solutions Inc. ($7.61K).

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

Institutional investors have sold a total of 215,690 shares in the last 24 months. This volume of shares sold represents approximately $8.56M in transactions.


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This page (NASDAQ:PTH) was last updated on 5/21/2025 by MarketBeat.com Staff
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