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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Iht Wealth Management, Llc | Sell | -19,516 | -33.7% | 38,371 | $2.29M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +11,597 | +19.6% | 70,834 | $4.23M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +5,542 | — | 5,542 | $331.19K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -4,416 | -30.0% | 10,303 | $615.71K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -2,947 | -2.6% | 110,763 | $6.62M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,111 | +2.9% | 40,024 | $2.39M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +928 | +16.1% | 6,699 | $400.33K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +799 | +3.2% | 25,947 | $1.55M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +408 | — | 408 | $24.38K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +221 | +3.9% | 5,905 | $343.18K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -50 | -61.0% | 32 | $1.91K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -4,496 | -3.2% | 136,548 | $8.16M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -3,066 | -11.5% | 23,580 | $1.41M | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, Llc | Sell | -360 | -6.4% | 5,287 | $315.98K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +263 | +24.4% | 1,342 | $80.17K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +1,154 | — | 1,154 | $68.76K | Q2 2026 | Aug 12, 2026 |
| Brown Brothers Harriman & Co | Buy | +960 | — | 960 | $57.37K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +799 | +12.8% | 7,051 | $421.37K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +664 | — | 664 | $39.66K | Q2 2026 | Aug 12, 2026 |
| Coston, Mcisaac & Partners | Buy | +401 | — | 401 | $23.00K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +243 | +64.8% | 618 | $36.93K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Sell | -180 | -23.0% | 602 | $35.98K | Q2 2026 | Aug 12, 2026 |
| Avaii Wealth Management, Llc | Buy | +3,545 | — | 3,545 | $211.85K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -7,259 | -8.6% | 76,823 | $4.59M | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Buy | +3,785 | — | 3,785 | $226.19K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -317 | -5.1% | 5,903 | $352.74K | Q2 2026 | Aug 07, 2026 |
| Concentrum Wealth Management | Sell | -255 | -5.9% | 4,033 | $241.01K | Q2 2026 | Aug 06, 2026 |
| Armor Investment Advisors, Llc | Sell | -249 | -43.0% | 330 | $19.72K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -807 | -8.6% | 8,614 | $514.80K | Q2 2026 | Aug 03, 2026 |
| Atlas Legacy Advisors, Llc | Sell | -387 | -6.1% | 5,964 | $326.60K | Q2 2026 | Jul 31, 2026 |
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.