Invesco Dorsey Wright Utilities Momentum ETF
27 hedge funds and large institutions have $16.9M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.
10% less funds holding
Funds holding: 30 → 27 (-3)
18.36% less ownership
Funds ownership: 48.7% → 30.34% (-18%)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
53% less capital invested
Capital invested by funds: $36.2M → $16.9M (-$19.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.79M |
| 2 |
VF
Virtu Financial
New York
|
+$712K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$643K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$219K |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.4M |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$4.33M |
| 3 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$4.27M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$986K |
| 5 |
Jane Street
New York
|
-$714K |
PUI Hedge Fund Activity: Q3 2017 in Review
27 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q3 2017, worth a combined $16.9M — down 53% from $36.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PUI and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 8 added.
The largest buyer was UBS Group, adding an estimated $2.79M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $10.4M sold.
- 27 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q3 2017, down from 30 in Q2 2017.
- Funds reported $16.9M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q3 2017, down 53% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q3 2017 and 4 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q3 2017 was UBS Group, an estimated $2.79M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q3 2017 was United Capital Financial Advisors, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2017.