INVESCO DORSEY WRIGHT HEALTH

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PTH·46137V852·US·ETF·Unknown - Unknown

PTH (INVESCO DORSEY WRIGHT HEALTH) is held by 36 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($8.2M), BANK OF AMERICA CORP /DE/ ($6.6M), LPL Financial LLC ($4.6M). Net institutional sentiment: Mixed.

36

Holders

(5 Elite)

$37.1M

Total Value

46% (26)

Consensus

12 buying - 14 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)38

Activist (13D/13G)52

Congressional (STOCK Act)56

Holder Quality

69

★★★★★

Elite

73

★★★★

Strong

77

★★★

Solid

35

★★

Below

26

★

Weak

Held by 36 funds

5 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PTH.

Top Holders

Top Holders (36)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	136,548(-3.2%)	$8.2M	0.0%	+52.97%	0
BANK OF AMERICA CORP /DE/	Decreased	110,763(-2.6%)	$6.6M	0.0%	+59.53%	0
LPL Financial LLC	Decreased	76,823(-8.6%)	$4.6M	0.0%	+68.09%	0
ROYAL BANK OF CANADA	Increased	70,834(+19.6%)	$4.2M	0.0%	+30.54%	32
WELLS FARGO & COMPANY/MN	Increased	40,024(+2.9%)	$2.4M	0.0%	+42.37%	27
RAYMOND JAMES FINANCIAL INC	Increased	25,947(+3.2%)	$1.6M	0.0%	+36.98%	26
Farther Finance Advisors, LLC	Decreased	24,668(-0.6%)	$1.5M	0.0%	+67.78%	0
UBS Group AG	Decreased	23,580(-11.5%)	$1.4M	0.0%	+82.80%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	16,435(-1.9%)	$982,170	0.0%	+67.91%	0
Steward Partners Investment Advisory, LLC	Unchanged	10,700	$639,432	0.0%	+82.57%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	10,303(-30.0%)	$615,707	0.0%	+31.49%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	8,614(-8.6%)	$514,799	0.0%	+77.49%	0
Cetera Investment Advisers	Increased	7,051(+12.8%)	$421,368	0.0%	+49.53%	27
OSAIC HOLDINGS, INC.	Increased	6,699(+16.1%)	$400,329	0.0%	+67.09%	28
FWFocus Partners Wealth	Unchanged	6,500	$388,440	0.0%	+49.64%	0
CAPTRUST FINANCIAL ADVISORS	Unchanged	6,004	$358,789	0.0%	+48.72%	0
MML INVESTORS SERVICES, LLC	Decreased	5,903(-5.1%)	$352,741	0.0%	+28.08%	0
JONES FINANCIAL COMPANIES LLLP	Increased	5,905(+3.9%)	$343,181	0.0%	+45.65%	25
AMERIPRISE FINANCIAL INC	Increased	5,542(+29.6%)	$331,190	0.0%	+24.80%	30
EP Wealth Advisors, LLC	Unchanged	4,422	$264,259	0.0%	+67.56%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer