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Invesco Dorsey Wright Utilities Momentum ETF
PUI

Overview Fund Activity

44 hedge funds and large institutions have $191M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
13
Increased
15
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$5.58M
2
FMP
2
Financial Management Professionals
Texas
$4.77M
3
Invesco
3
Invesco
Georgia
$38.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.83M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.4M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$20.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.6M
3
Wells Fargo
3
Wells Fargo
California
$6.34M
4
CAN
4
Cetera Advisor Networks
California
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
SignalPoint Asset Management
Missouri
$391K 14,023 -1,113 -7%
IP
27
Investment Partners
Ohio
$355K 12,729 +12,729 New
Jane Street
28
Jane Street
New York
$330K 11,819 +11,819 New
SWP
29
Stratos Wealth Partners
Ohio
$295K 10,589 +677 +7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$258K 9,242 +9,242 New
NFG
31
Noven Financial Group
Colorado
$253K 9,065 -1,457 -14%
AG
32
Advisor Group
Arizona
$227K 8,182 +8,182 New
Baird Financial Group
33
Baird Financial Group
Wisconsin
$216K 7,733 +7,733 New
AIM
34
Advantage Investment Management
Iowa
$165K 5,932 -1,410 -19%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$154K 5,539 +2,278 +70%
BIG
36
Bellwether Investment Group
Tennessee
$80K 2,885 +2,885 New
SEI Investments
37
SEI Investments
Pennsylvania
$24K 879 +879 New
IA
38
IFP Advisors
Florida
$20K 701 +325 +86%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K 441 +191 +76%
FPFS
40
First Personal Financial Services
North Carolina
$11K 407 – –
AP
41
Advisors Preferred
Maryland
$10K 360 -1 -0.3%
DADC
42
D.A. Davidson & Co
Montana
$8K 300 – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$7K 267 +1 +0.4%
CAN
44
Cetera Advisor Networks
California
– – -61,756 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– – -45,953 Closed
VKH
46
Virtu KCG Holdings
New York
– – -14,588 Closed
Citadel Advisors
47
Citadel Advisors
Florida
– – -14,519 Closed
TH
48
Timber Hill
Connecticut
– – -8,337 Closed
AIG
49
American International Group
New York
– – -8,198 Closed
Citigroup
50
Citigroup
New York
– – -631 Closed
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