Invesco Dorsey Wright Utilities Momentum ETF
42 hedge funds and large institutions have $42.6M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2026 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
99% more capital invested
Capital invested by funds: $21.4M → $42.6M (+$21.2M)
38.3% more ownership
Funds ownership: 39.51% → 77.81% (+38%)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 41 → 42 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$12.6M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.39M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.52M |
| 4 |
AC
AlphaCore Capital
La Jolla,
California
|
+$1.16M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$701K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$1.57M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$1.13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$600K |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$411K |
| 5 |
Two Sigma Investments
New York
|
-$399K |
PUI Hedge Fund Activity: Q2 2026 in Review
42 of the 8,330 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q2 2026, worth a combined $42.6M — up 99% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PUI positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $12.6M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $1.57M sold.
- 42 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q2 2026, up from 41 in Q1 2026.
- Funds reported $42.6M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q2 2026, up 99% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q2 2026 and 6 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q2 2026 was Transamerica Financial Advisors, an estimated $12.6M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q2 2026 was Synergy Asset Management, an estimated $1.57M sold.
Based on aggregated 13F filings for Q2 2026.