Who Owns Invesco Dorsey Wright Healthcare Momentum ETF (PTH)?Hedge Fund & Institutional Holders

$48.04+0.86 (+1.83%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.27100040000003e+190T

% of Float Held

—

QoQ Change in Holders

+9 / -3

Price History

$34.88$39.74$44.60$49.46$54.32Aug 24May 25Mar 26

PTH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SFI Advisors, LLCNew Position+86K+$4.3B
BANK OF AMERICA CORP /DE/Increased+10K+$4.0B
ROYAL BANK OF CANADAIncreased+47K+$2.0B
OPPENHEIMER & CO INCNew Position+15K+$736.0M
Wealthcare Advisory Partners LLCNew Position+13K+$653.0M
WELLS FARGO & COMPANY/MNIncreased+22K+$413.0M
Atlas Legacy Advisors, LLCNew Position+6K+$319.0M
BYRNE FINANCIAL FREEDOM, LLCIncreased+792+$235.2M
IHT Wealth Management, LLCIncreased+6+$214.2M
BELLEVUE ASSET MANAGEMENT, LLCNew Position+1K+$60.0M
Sound Income Strategies, LLCNew Position+1K+$49.0M
Prosperity Consulting Group, LLCIncreased+5+$33.9M
Armor Investment Advisors, LLCNew Position+579+$28.0M
Capital Investment Advisory Services, LLCNew Position+300+$14.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+225+$11.0M

PTH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Steward Partners Investment Advisory, LLCDecreased-991-$529.0M
STIFEL FINANCIAL CORPClosed Position-11K-$472.0M
Tower Research Capital LLC (TRC)Decreased-5K-$464.4M
OSAIC HOLDINGS, INC.Decreased-2K-$397.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-9K-$381.9M
Cetera Investment AdvisersDecreased-735-$306.3M
RAYMOND JAMES FINANCIAL INCDecreased-511-$297.9M
CITADEL ADVISORS LLCClosed Position-5K-$226.2M
UBS Group AGDecreased-5K-$5.0M
Concentrum Wealth ManagementDecreased-572-$1.2M
Cambridge Investment Research Advisors, Inc.Decreased-3K-$557K
FMR LLCDecreased-48-$51K
PFG AdvisorsDecreased-1K-$-534K
MORGAN STANLEYDecreased-3K-$-586K
Farther Finance Advisors, LLCDecreased-95-$-134.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SFI Advisors, LLC85,941$4.3B2.74%Share
2IHT Wealth Management, LLC85,892$4.0B0.10%Share
3ROYAL BANK OF CANADA69,931$3.0B0.49%Share
4BANK OF AMERICA CORP /DE/75,165$3.0B0.22%Share
5UBS Group AG36,541$1.8B0.29%Share
6BYRNE FINANCIAL FREEDOM, LLC35,635$1.8B0.81%Share
7Farther Finance Advisors, LLC24,631$1.2B13.11%Share
8WELLS FARGO & COMPANY/MN25,049$1.0B0.18%Share
9BANK OF AMERICA CORP /DE/38,429$1.0B0.07%Share
10OPPENHEIMER & CO INC14,823$736.0M10.45%Share
11Wealthcare Advisory Partners LLC13,150$653.0M12.83%Share
12PFG Advisors9,326$463.0M0.02%Share
13Atlas Legacy Advisors, LLC6,390$319.0M0.06%Share
14Prosperity Consulting Group, LLC6,087$302.0M0.01%Share
15Concentrum Wealth Management4,288$213.0M0.06%Share
16COMERICA BANK1,425$70.0M0.28%Share
17BELLEVUE ASSET MANAGEMENT, LLC1,212$60.0M0.02%Share
18Sound Income Strategies, LLC1,004$49.0M0.00%Share
19Armor Investment Advisors, LLC579$28.0M0.01%Share
20ASSETMARK, INC309$15.0M0.03%Share
21Capital Investment Advisory Services, LLC300$14.0M0.00%Share
22INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC225$11.0M0.00%Share
23MORGAN STANLEY142,463$7.0M0.00%Share
24UBS Group AG150$7.0M0.00%Share
25Westside Investment Management, Inc.150$7.0M0.00%Share
26Quaker Wealth Management, LLC114$5.0M0.00%Share
27NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO47,124$4.5M0.00%Share
28LPL Financial LLC97,033$4.0M0.00%Share
29DHJJ Financial Advisors, Ltd.94$4.0M0.00%Share
30CREATIVE FINANCIAL DESIGNS INC /ADV75$3.0M0.00%Share
31Cambridge Investment Research Advisors, Inc.32,009$1.0M0.00%Share
32WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,920$391K0.00%Share
33Fortune Financial Group, Inc.6,993$365K0.36%Share
34Steigerwald, Gordon & Koch Inc.1,956$97K0.01%Share
35Godfrey Financial Associates, Inc.900$44K0.04%Share
36Allworth Financial LP615$30K0.00%Share
37Advisors Preferred, LLC468$23K0.00%Share
38HARBOUR INVESTMENTS, INC.375$18K0.00%Share
39Darwin Wealth Management, LLC374$18K0.01%Share
40CWM, LLC345$17K0.00%Share
41Key FInancial Inc120$5K0.00%Share
42OSAIC HOLDINGS, INC.7,952$00.00%Share
43WELLS FARGO & COMPANY/MN2,160$00.00%Share
44WELLS FARGO & COMPANY/MN7,930$00.00%Share
45NATIONAL BANK OF CANADA /FI/900$00.00%Share
46ROYAL BANK OF CANADA750$00.00%Share
47AE Wealth Management LLC138$00.00%Share
48TWO SIGMA INVESTMENTS, LP18,500$00.00%Share
49Parallel Advisors, LLC750$00.00%Share
50Steward Partners Investment Advisory, LLC11,009$00.00%Share

PTH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202564$24.1B+28
Q3 202536$18.7B-16
Q2 202552$28.6B-8
Q1 202560$39.1B+0
Q4 202460$612.7B+9
Q3 202451$6.7T-1
Q2 202452$1.8T+1
Q1 202451$1.5T—

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As of Q4 2025, 50 institutional investors hold PTH (Invesco Dorsey Wright Healthcare Momentum ETF). The largest holder is SFI Advisors, LLC with $4.3B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PTH?

As of Q4 2025, 50 institutional investors report holding PTH (Invesco Dorsey Wright Healthcare Momentum ETF) in their 13F filings.

Who is the largest institutional holder of PTH?

The largest institutional holder of PTH is SFI Advisors, LLC with $4.3B in shares.

Is institutional ownership of PTH increasing or decreasing?

This quarter, 9 institutions opened new positions in PTH and 3 closed their positions.