Free Trial
→ Your free book expires (From Profits Run) (Ad)tc pixel Free PTH Stock Alerts

Invesco Dorsey Wright Healthcare Momentum ETF (PTH) Institutional Ownership

Invesco Dorsey Wright Healthcare Momentum ETF logo
$52.06 -0.49 (-0.93%)
As of 10:45 AM 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)
$10.59M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.21M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/18/2026EP 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%
2/16/2026 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%
2/6/2026Global 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%
11/17/2025Focus 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%
11/13/2025 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%
11/4/2025Jones Financial Companies Lllp3,484$149K0.0%+8.1%0.148%
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%
9/4/2025Osaic Holdings Inc.10,635$413K0.0%-14.3%0.436%
Read this or regret it forever (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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%
8/15/2025 Byrne 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%
8/12/2025 Steward 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%
8/11/2025 SFI Advisors LLC89,734$3.49M2.4%-3.8%3.678%
8/8/2025Cetera 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%
7/28/2025Harbour 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%
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%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
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%
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%


PTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 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), Royal Bank of Canada ($3.51M), IHT Wealth Management LLC ($3.07M), 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 40 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), Farther Finance Advisors LLC ($24.73K), Wells Fargo & Company MN ($21.82K), and Jaffetilchin Investment Partners LLC ($19.60K).

Institutional investors have bought a total of 218,586 shares in the last 24 months. This purchase volume represents approximately $10.59M in transactions.

Of the 20 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: IHT Wealth Management LLC ($11.19K), UBS Group AG ($9.93K), Cetera Investment Advisers ($9.64K), Tower Research Capital LLC TRC ($8.38K), SFI Advisors LLC ($7.34K), Citadel Advisors LLC ($6.70K), and Wealth Enhancement Advisory Services LLC ($6.42K).

Institutional investors have sold a total of 77,721 shares in the last 24 months. This volume of shares sold represents approximately $3.21M in transactions.


Related Companies

This page (NASDAQ:PTH) was last updated on 5/14/2026 by MarketBeat.com Staff.
From Our Partners
Microscopic Footage Shows Immune Cells Attacking Cancer
Early human trial data from one NASDAQ-listed biotech showed up to a 63.7% reduction in cancer burden using it...
Market Tactic | Sponsoredtc pixel
The one number Musk can't hide in the S-1
When SpaceX files its S-1 in June, one number will stand out - power consumption. Running 1 million GPUs requi...
Behind the Markets | Sponsoredtc pixel
Before you buy SpaceX shares, consider this alternative approach
SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceedin...
Weiss Ratings | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Collect $1,170 a month from silver
I've Rarely Seen This With Silver This combination - 20% dividends + 68% share appreciation - never happens...
Investors Alley | Sponsoredtc pixel
Peptide Company Lands Exclusive MMA Wellness Partnership
A publicly traded peptide company just signed an exclusive partnership with a NYSE-listed MMA media platform t...
The Tomorrow Investor | Sponsoredtc pixel
Millionaire warns: Move your money before May 15
Larry Benedict - the trader who generated $274 million in client profits and beat the S&P 500 by 18 times in 2...
Brownstone Research | Sponsoredtc pixel