INVESCO DORSEY WRIGHT HEALTH (PTH) Institutional Ownership Changes & 13F Activity

INVESCO DORSEY WRIGHT HEALTH (PTH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Iht Wealth Management, Llc, Royal Bank Of Canada, Lpl Financial Llc, Ameriprise Financial Inc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Iht Wealth Management, LlcSell-19,516-33.7%38,371$2.29MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+11,597+19.6%70,834$4.23MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+5,5425,542$331.19KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-4,416-30.0%10,303$615.71KQ2 2026Aug 14, 2026
Bank Of America CorpSell-2,947-2.6%110,763$6.62MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,111+2.9%40,024$2.39MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+928+16.1%6,699$400.33KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+799+3.2%25,947$1.55MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+408408$24.38KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+221+3.9%5,905$343.18KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-50-61.0%32$1.91KQ2 2026Aug 14, 2026
Morgan StanleySell-4,496-3.2%136,548$8.16MQ2 2026Aug 13, 2026
Ubs Group AgSell-3,066-11.5%23,580$1.41MQ2 2026Aug 13, 2026
Prosperity Consulting Group, LlcSell-360-6.4%5,287$315.98KQ2 2026Aug 13, 2026
Fmr LlcBuy+263+24.4%1,342$80.17KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+1,1541,154$68.76KQ2 2026Aug 12, 2026
Brown Brothers Harriman & CoBuy+960960$57.37KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+799+12.8%7,051$421.37KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+664664$39.66KQ2 2026Aug 12, 2026
Coston, Mcisaac & PartnersBuy+401401$23.00KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+243+64.8%618$36.93KQ2 2026Aug 12, 2026
Bank Of MontrealSell-180-23.0%602$35.98KQ2 2026Aug 12, 2026
Avaii Wealth Management, LlcBuy+3,5453,545$211.85KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-7,259-8.6%76,823$4.59MQ2 2026Aug 07, 2026
Onedigital Investment Advisors LlcBuy+3,7853,785$226.19KQ2 2026Aug 07, 2026
Mml Investors Services, LlcSell-317-5.1%5,903$352.74KQ2 2026Aug 07, 2026
Concentrum Wealth ManagementSell-255-5.9%4,033$241.01KQ2 2026Aug 06, 2026
Armor Investment Advisors, LlcSell-249-43.0%330$19.72KQ2 2026Aug 04, 2026
Envestnet Asset Management IncSell-807-8.6%8,614$514.80KQ2 2026Aug 03, 2026
Atlas Legacy Advisors, LlcSell-387-6.1%5,964$326.60KQ2 2026Jul 31, 2026
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Frequently asked questions about PTH activity

  • Which institutional owners are buying PTH?

    Institutional owners buying PTH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PTH activity?

    "Buy" means an investor increased their reported position in PTH compared to the prior reporting period. This reflects growing exposure to INVESCO DORSEY WRIGHT HEALTH (PTH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PTH increasing?

    Institutional interest in PTH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.