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Invesco Dorsey Wright Healthcare Momentum ETF (PTH) Institutional Ownership

Invesco Dorsey Wright Healthcare Momentum ETF logo
$62.83 +0.72 (+1.16%)
As of 08/21/2026 03:42 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$11.72M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.93M
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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
7/10/2026 Wealthcare Advisory Partners LLC3,636$217K0.0%N/A0.157%
6/3/2026 NewEdge Advisors LLC33,597$1.65M0.0%+7,172.1%1.400%
5/19/2026 Western Wealth Management LLC1,712$84K0.0%N/A0.071%
5/18/2026 Royal Bank of Canada59,237$2.90M0.0%-16.2%2.468%
5/6/2026 Prosperity Consulting Group LLC5,647$277K0.0%-7.2%0.235%
5/1/2026 Fifth Third Bancorp1,425$70K0.0%N/A0.059%
3/2/2026 Sankala Group LLC1,547$77K0.1%N/A0.062%
2/18/2026 EP Wealth Advisors LLC4,422$220K0.0%N/A0.176%
2/17/2026 Cetera Investment Advisers6,213$309K0.0%-10.6%0.248%
2/17/2026 Osaic Holdings Inc.8,273$411K0.0%-15.9%0.330%
2/17/2026 Captrust Financial Advisors6,004$298K0.0%+3.8%0.239%
2/17/2026 Royal Bank of Canada70,681$3.51M0.0%+197.5%2.816%
2/16/2026 MML Investors Services LLC7,278$362K0.0%N/A0.290%
2/13/2026 Kestra Advisory Services LLC779$39K0.0%N/A0.031%
2/13/2026 Wells Fargo & Company MN35,139$1.75M0.0%+163.9%1.400%
2/12/2026 Commonwealth Equity Services LLC17,498$870K0.0%-1.5%0.697%
2/12/2026 Steward Partners Investment Advisory LLC11,009$547K0.0%-8.3%0.439%
2/11/2026 Fortune Financial Group Inc.6,993$365K0.4%N/A0.279%
2/11/2026 LPL Financial LLC97,033$4.82M0.0%+11.3%3.866%
2/11/2026 SFI Advisors LLC85,941$4.27M2.7%-1.8%3.424%
2/10/2026 Godfrey Financial Associates Inc.900$45K0.0%N/A0.036%
2/6/2026 Global Retirement Partners LLC720$36K0.0%-44.1%0.029%
2/5/2026 Northwestern Mutual Wealth Management Co.47,124$2.34M0.0%+12,990.0%1.877%
2/4/2026 Byrne Financial Freedom LLC35,635$1.77M0.8%+2.3%1.420%
2/2/2026 Oppenheimer & Co. Inc.14,823$737K0.0%N/A0.591%
1/29/2026 Atlas Legacy Advisors LLC6,390$320K0.1%N/A0.255%
1/27/2026 PFG Advisors9,326$463K0.0%-11.1%0.372%
1/21/2026 Sound Income Strategies LLC1,004$49K0.0%N/A0.040%
1/14/2026 Wealthcare Advisory Partners LLC13,150$654K0.0%N/A0.524%
1/8/2026 Wealth Enhancement Advisory Services LLC7,920$391K0.0%+23.4%0.283%
11/17/2025 Prosperity Consulting Group LLC6,082$268K0.0%-13.4%0.259%
11/17/2025 Focus Partners Wealth6,500$287K0.0%N/A0.277%
11/17/2025 Citadel Advisors LLC5,132$226K0.0%-56.6%0.218%
11/17/2025 Bank of America Corp DE103,654$4.57M0.0%+2.1%4.411%
11/14/2025 Raymond James Financial Inc.6,758$298K0.0%-10.7%0.288%
11/14/2025Comerica Bank1,425$63K0.0%-16.4%0.061%
11/13/2025 UBS Group AG41,472$1.83M0.0%-19.3%1.765%
11/13/2025 PFG Advisors10,492$462K0.0%+8.2%0.446%
11/5/2025 Envestnet Asset Management Inc.12,852$567K0.0%-2.3%0.547%
11/4/2025 Jones Financial Companies Lllp3,484$149K0.0%+8.1%0.148%
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10/29/2025 SFI Advisors LLC87,508$3.86M2.5%-2.5%3.724%
10/23/2025 Steigerwald Gordon & Koch Inc.1,956$86K0.0%N/A0.083%
10/14/2025 Farther Finance Advisors LLC24,726$1.09M0.0%+1.1%1.052%
9/4/2025 Osaic Holdings Inc.10,635$413K0.0%-14.3%0.436%
8/15/2025 Tower Research Capital LLC TRC 8,916$347K0.0%-48.4%0.365%
8/15/2025 IHT Wealth Management LLC79,026$3.07M0.1%-12.4%3.239%
8/15/2025 Byrne Financial Freedom LLC116,339$4.52M2.3%-2.3%4.768%
8/15/2025 Bank of America Corp DE101,502$3.95M0.0%+0.8%4.160%
8/14/2025 Raymond 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%
5/16/2025Jones 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%
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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%


PTH Institutional Ownership - Frequently Asked Questions

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 LPL Financial LLC ($4.82M), Bank of America Corp DE ($4.57M), SFI Advisors LLC ($4.27M), IHT Wealth Management LLC ($3.07M), Royal Bank of Canada ($2.90M), Northwestern Mutual Wealth Management Co. ($2.34M), and Cambridge Investment Research Advisors Inc. ($1.96M).Learn more on Invesco Dorsey Wright Healthcare Momentum ETF's institutional investors.

Of the 39 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: Royal Bank of Canada ($50.65K), Northwestern Mutual Wealth Management Co. ($46.76K), IHT Wealth Management LLC ($35.65K), Raymond James Financial Inc. ($34.99K), NewEdge Advisors LLC ($33.14K), Farther Finance Advisors LLC ($24.73K), and Wells Fargo & Company MN ($21.82K).

Institutional investors have bought a total of 236,989 shares in the last 24 months. This purchase volume represents approximately $11.72M in transactions.

Of the 14 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: Royal Bank of Canada ($11.44K), UBS Group AG ($9.93K), Citadel Advisors LLC ($6.70K), SFI Advisors LLC ($3.79K), Osaic Holdings Inc. ($3.34K), Prosperity Consulting Group LLC ($1.38K), and PFG Advisors ($1.17K).

Institutional investors have sold a total of 41,707 shares in the last 24 months. This volume of shares sold represents approximately $1.93M in transactions.


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Institutional ownership data for NASDAQ:PTH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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