Who Owns PTH?
Invesco Dorsey Wright Healthcare Momentum ETF — Institutional Ownership & 13F Holdings
$50.59
-0.01 (-0.02%)
Market Cap
$126.2M
Shares Outstanding
2,218,958
Institutional Holders
60
Total Inst. Value
$38.0M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
11
Closed Positions
11
Increased
11
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $6.9M | 175,530 |
| 2 | BYRNE FINANCIAL FREEDOM, LLCNew | $4.7M | 119,096 |
| 3 | BANK OF AMERICA CORP /DE/ | $4.0M | 100,738 |
| 4 | SFI Advisors, LLC | $3.7M | 93,276 |
| 5 | IHT Wealth Management, LLC | $3.6M | 90,217 |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.0M | 49,739 |
| 7 | UBS Group AG | $1.8M | 45,060 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $972K | 24,638 |
| 9 | Farther Finance Advisors, LLCNew | $901K | 23,628 |
| 10 | WELLS FARGO & COMPANY/MN | $894K | 22,650 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BYRNE FINANCIAL FREEDOM, LLCNew | +119K | $4.7M |
| BANK OF AMERICA CORP /DE/ | +974 | $4.0M |
| SFI Advisors, LLC | +6K | $3.7M |
| IHT Wealth Management, LLC | +18K | $3.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +25K | $972K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -49K | $2.0M |
| CITADEL ADVISORS LLC | -10K | $377K |
| LPL Financial LLC | -9K | $3K |
| RAYMOND JAMES FINANCIAL INC | -7K | $426K |
| ENVESTNET ASSET MANAGEMENT INC | -4K | $501K |
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Frequently Asked Questions
How many institutional investors hold PTH?
As of Q1 2025, 60 institutional investors report holding PTH (Invesco Dorsey Wright Healthcare Momentum ETF) in their 13F filings.
Which hedge fund owns the most PTH?
The largest institutional holder of PTH is MORGAN STANLEY with $6.9M in shares.
Are institutions buying or selling PTH?
This quarter, 11 institutions opened new positions in PTH and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.