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Invesco Dorsey Wright Healthcare Momentum ETF (PTH) Institutional Ownership

Invesco Dorsey Wright Healthcare Momentum ETF logo
$40.13 -0.10 (-0.25%)
As of 01/17/2025 03:58 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)
11
Total
Institutional Inflows
(last 12 months)
$4.94M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.51M
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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
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%
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%
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%
4/25/2024Armor Investment Advisors LLC579$25K0.0%N/A0.017%
4/25/2024Cambridge 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%
2/9/2024Cambridge 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%
2/2/2024Valmark 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%
1/24/2024Private Trust Co. NA676$26K0.0%N/A0.019%
1/18/2024Global Retirement Partners LLC1,986$78K0.0%-52.5%0.055%
1/17/2024 SignalPoint 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%
12/11/2023Sunbelt 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%
11/8/2023Valmark 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%
10/25/2023Bellevue 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%
10/24/2023Cambridge 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%
10/13/2023 SignalPoint 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%
10/10/2023SOA 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%
8/4/2023Parallel Advisors LLC910$111K0.0%+127.5%0.021%
8/3/2023Valmark 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%
7/20/2023Ulland Investment Advisors LLC10,485$1.28M1.3%-4.7%0.243%
7/13/2023Cambridge Investment Research Advisors Inc.20,740$2.53M0.0%-20.8%1.440%
7/12/2023 SignalPoint Asset Management LLC8,760$1.07M0.3%-3.0%0.608%
6/5/2023EP Wealth Advisors LLC6,928$906K0.0%N/A0.459%
5/11/2023Cambridge 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%
5/10/2023Resources Investment Advisors LLC.4,867$546K0.0%-30.7%0.322%
5/10/2023LPL Financial LLC34,639$3.89M0.0%-6.1%2.294%
5/10/2023Cavalier 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%
5/9/2023Bellevue Asset Management LLC484$54K0.0%-29.2%0.032%
5/8/2023Global Retirement Partners LLC1,580$191K0.0%-19.5%0.105%
4/28/2023 Ameritas Advisory Services LLC708$82K0.0%N/A0.046%
4/28/2023SOA Wealth Advisors LLC.445$50K0.0%+267.8%0.029%
4/26/2023Beam Wealth Advisors Inc.16,121$1.81M1.8%+2.1%1.040%
4/17/2023Ulland Investment Advisors LLC11,005$1.24M1.5%-17.4%0.710%
4/14/2023Raymond James Financial Services Advisors Inc.8,899$999K0.0%+2.1%0.574%
4/14/2023Raymond James & Associates2,270$255K0.0%-26.6%0.146%
4/13/2023 Kraematon Investment Advisors Inc.13,977$1.57M1.8%-21.2%0.863%
2/16/2023Asset Allocation Strategies LLC3,487$429K0.3%N/A0.196%
2/10/2023Cavalier Investments LLC42,196$5.19M1.9%-5.0%2.371%
2/8/2023Raymond James Financial Services Advisors Inc.8,720$1.07M0.0%-64.5%0.490%
2/8/2023UBS Group AG28,953$3.56M0.0%-14.6%1.627%
2/8/2023Belpointe Asset Management LLC719$88K0.0%N/A0.040%
2/8/2023Cambridge Investment Research Advisors Inc.28,340$3.49M0.0%-0.4%1.592%
2/7/2023Connectus Wealth LLC130,258$16.02M0.4%-9.5%7.318%
2/7/2023Commonwealth Equity Services LLC10,764$1.32M0.0%-7.3%0.605%
2/7/2023LPL Financial LLC36,870$4.54M0.0%-6.3%2.071%
2/7/2023Envestnet Asset Management Inc.5,914$727K0.0%-5.5%0.332%
2/2/2023Resources Investment Advisors LLC.7,023$864K0.0%-1.4%0.395%
1/31/2023Ulland Investment Advisors LLC13,317$1.64M2.0%-3.6%0.748%
1/23/2023Beam Wealth Advisors Inc.15,797$1.94M2.0%+13.4%0.887%
1/20/2023Baron Financial Group LLC3,210$395K0.3%-6.0%0.180%
11/22/2022IHT Wealth Management LLC16,307$1.98M0.2%+62.2%0.849%
11/15/2022 Kraematon Investment Advisors Inc.17,606$2.13M2.7%-3.2%0.917%
11/15/2022Flow Traders U.S. LLC2,695$327K0.0%-90.0%0.140%
(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, 48 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), IHT Wealth Management LLC ($4.33M), LPL Financial LLC ($4.28M), UBS Group AG ($3.56M), SFI Advisors LLC ($3.04M), and Cambridge Investment Research Advisors Inc. ($1.91M).Learn more on PTH's institutional investors.

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

Of the 37 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), Private Advisor Group LLC ($28.84K), Tower Research Capital LLC TRC ($28.19K), Jaffetilchin Investment Partners LLC ($19.60K), and Atria Wealth Solutions Inc. ($17.72K).

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

Institutional investors have bought a total of 377,285 shares in the last 24 months. This purchase volume represents approximately $14.95M in transactions.

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

Of the 29 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: SFI Advisors LLC ($22.79K), Cambridge Investment Research Advisors Inc. ($19.15K), Raymond James Financial Services Advisors Inc. ($16.83K), Connectus Wealth LLC ($15.56K), 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 157,347 shares in the last 24 months. This volume of shares sold represents approximately $8.83M in transactions.


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This page (NASDAQ:PTH) was last updated on 1/18/2025 by MarketBeat.com Staff
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