Invesco Dorsey Wright Health Care Momentum ETF (PTH)
NASDAQ (NMS) NASDAQ (NMS) Primary 
XBER Summary
PTH Chart
PTH: A Health Care Headache Worth Selling
PTH is comprised of 30+ Health Care stocks selected based on a proprietary momentum-based model. Its expense ratio is 0.60% and the ETF has $115 million in assets under management. The strategy relies on technical analysis, but that's not necessarily the issue. Instead, PTH reconstitutes quarterly, forcing managers to wait to buy stocks only after they've made their massive gains. PTH's current holdings illustrate this point perfectly. Although they've gained 51% over the last six months, the ETF itself has declined by 12% over the same period.
Invesco Dorsey Wright Health Care Momentum ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 24,631 | $941,658.33 | $1.2M | $258,117.68 | 27.41% |
| BM Bryan Molinar Atlas Legacy Advisors LLC | 6,390 | $319,919 | $311,256.9 | -$8,662.1 | -2.71% |
| BFF Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 33,675 | $1.36M | $1.64M | $284,307.9 | 20.97% |
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Invesco Dorsey Wright Health Care Momentum ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
This financial entity operates as an investment fund that specializes in allocating capital towards the healthcare sector, with a strategic approach centered around momentum investing. By adhering to a rigorous investment discipline, the fund commits at least 90% of its total assets to securities that are included in its underlying index. This index is specifically constructed with a minimum of 30 companies that not only operate within the healthcare industry but also exhibit strong relative strength or "momentum" qualities. The fund's investment philosophy is anchored in the belief that these momentum characteristics are indicative of companies poised for outperformance, making it a specialized vehicle for investors seeking exposure to the healthcare sector through a momentum investing lens.
Products and Services
This investment fund offers a focused product in the form of an index fund that targets the healthcare sector, guided by a clear strategy to invest in companies showing strong momentum characteristics. Below is a detailed overview of the product offered:
- Healthcare Sector Momentum Index Fund
This product aims to provide investors with exposure to the healthcare sector, leveraging the momentum investing strategy. By investing in a meticulously curated index composed of at least 30 companies exhibited to have robust momentum, the fund seeks to capitalize on the potential for higher returns. These companies are selected based on their relative strength—a measure of a security's performance in comparison to the market or its peers, implying that the fund is positioned to invest in the outperformers within the healthcare sector. The premise is to harness the ongoing and future growth of the most dynamic companies in healthcare, encompassing a wide array of businesses from pharmaceutical giants to innovative biotech firms.
