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Invesco Dorsey Wright Healthcare Momentum ETF (PTH) Institutional Ownership

Invesco Dorsey Wright Healthcare Momentum ETF logo
$60.21 +0.55 (+0.92%)
Closing price 03:59 PM Eastern
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$60.23 +0.02 (+0.03%)
As of 04:10 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)
26
Total
Institutional Inflows
(last 12 months)
$11.72M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.87M
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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
9/23/2026Envestnet Asset Management Inc.8,614$515K0.0%-8.6%0.182%
9/9/2026NewEdge Advisors LLC664$40K0.0%-98.0%0.017%
7/10/2026Wealthcare Advisory Partners LLC3,636$217K0.0%N/A0.157%
6/3/2026NewEdge Advisors LLC33,597$1.65M0.0%+7,172.1%1.400%
5/19/2026Western Wealth Management LLC1,712$84K0.0%N/A0.071%
5/18/2026Royal Bank of Canada59,237$2.90M0.0%-16.2%2.468%
5/6/2026Prosperity Consulting Group LLC5,647$277K0.0%-7.2%0.235%
5/1/2026Fifth Third Bancorp1,425$70K0.0%N/A0.059%
3/2/2026Sankala Group LLC1,547$77K0.1%N/A0.062%
2/18/2026EP Wealth Advisors LLC4,422$220K0.0%N/A0.176%
2/17/2026Cetera Investment Advisers6,213$309K0.0%-10.6%0.248%
2/17/2026Osaic Holdings Inc.8,273$411K0.0%-15.9%0.330%
2/17/2026Captrust Financial Advisors6,004$298K0.0%+3.8%0.239%
2/17/2026Royal Bank of Canada70,681$3.51M0.0%+197.5%2.816%
2/16/2026MML Investors Services LLC7,278$362K0.0%N/A0.290%
2/13/2026Kestra Advisory Services LLC779$39K0.0%N/A0.031%
2/13/2026Wells Fargo & Company MN35,139$1.75M0.0%+163.9%1.400%
2/12/2026Commonwealth Equity Services LLC17,498$870K0.0%-1.5%0.697%
2/12/2026Steward Partners Investment Advisory LLC11,009$547K0.0%-8.3%0.439%
2/11/2026Fortune Financial Group Inc.6,993$365K0.4%N/A0.279%
2/11/2026LPL Financial LLC97,033$4.82M0.0%+11.3%3.866%
2/11/2026SFI Advisors LLC85,941$4.27M2.7%-1.8%3.424%
2/10/2026Godfrey Financial Associates Inc.900$45K0.0%N/A0.036%
2/6/2026Global Retirement Partners LLC720$36K0.0%-44.1%0.029%
2/5/2026Northwestern Mutual Wealth Management Co.47,124$2.34M0.0%+12,990.0%1.877%
2/4/2026Byrne Financial Freedom LLC35,635$1.77M0.8%+2.3%1.420%
2/2/2026Oppenheimer & Co. Inc.14,823$737K0.0%N/A0.591%
1/29/2026Atlas Legacy Advisors LLC6,390$320K0.1%N/A0.255%
1/27/2026PFG Advisors9,326$463K0.0%-11.1%0.372%
1/21/2026Sound Income Strategies LLC1,004$49K0.0%N/A0.040%
1/14/2026Wealthcare Advisory Partners LLC13,150$654K0.0%N/A0.524%
1/8/2026Wealth Enhancement Advisory Services LLC7,920$391K0.0%+23.4%0.283%
11/17/2025Prosperity Consulting Group LLC6,082$268K0.0%-13.4%0.259%
11/17/2025Focus Partners Wealth6,500$287K0.0%N/A0.277%
11/17/2025Citadel Advisors LLC5,132$226K0.0%-56.6%0.218%
11/17/2025Bank of America Corp DE103,654$4.57M0.0%+2.1%4.411%
11/14/2025Raymond James Financial Inc.6,758$298K0.0%-10.7%0.288%
11/14/2025Comerica Bank1,425$63K0.0%-16.4%0.061%
11/13/2025UBS Group AG41,472$1.83M0.0%-19.3%1.765%
11/13/2025PFG Advisors10,492$462K0.0%+8.2%0.446%
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11/5/2025Envestnet Asset Management Inc.12,852$567K0.0%-2.3%0.547%
11/4/2025Jones Financial Companies Lllp3,484$149K0.0%+8.1%0.148%
10/29/2025SFI Advisors LLC87,508$3.86M2.5%-2.5%3.724%
10/23/2025Steigerwald Gordon & Koch Inc.1,956$86K0.0%N/A0.083%
10/14/2025Farther Finance Advisors LLC24,726$1.09M0.0%+1.1%1.052%
9/4/2025Osaic Holdings Inc.10,635$413K0.0%-14.3%0.436%
8/15/2025Tower Research Capital LLC TRC 8,916$347K0.0%-48.4%0.365%
8/15/2025IHT Wealth Management LLC79,026$3.07M0.1%-12.4%3.239%
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%
8/12/2025Steward Partners Investment Advisory LLC12,000$467K0.0%-4.8%0.492%
8/12/2025MAI Capital Management2,473$96K0.0%-15.0%0.101%
8/12/2025JPMorgan Chase & Co.1,154$45K0.0%-38.3%0.047%
8/11/2025SFI Advisors LLC89,734$3.49M2.4%-3.8%3.678%
8/8/2025Cetera Investment Advisers5,788$225K0.0%-60.6%0.237%
8/7/2025PFG Advisors9,701$377K0.0%-5.2%0.398%
8/5/2025Prosperity Consulting Group LLC7,022$273K0.0%-5.0%0.288%
8/1/2025Envestnet Asset Management Inc.13,160$512K0.0%+3.7%0.533%
7/28/2025Harbour Investments Inc.1,275$50K0.0%-23.6%0.051%
7/21/2025Ameritas Advisory Services LLC801$31K0.0%N/A0.032%
7/11/2025Farther Finance Advisors LLC24,453$951K0.0%+3.5%0.955%
7/10/2025Wealth 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%
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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%


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 15 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: NewEdge Advisors LLC ($32.93K), Royal Bank of Canada ($11.44K), UBS Group AG ($9.93K), Citadel Advisors LLC ($6.70K), SFI Advisors LLC ($3.79K), Osaic Holdings Inc. ($1.56K), and Prosperity Consulting Group LLC ($1.38K).

Institutional investors have sold a total of 73,668 shares in the last 24 months. This volume of shares sold represents approximately $3.87M in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
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