Invesco Dorsey Wright Utilities Momentum ETF
21 hedge funds and large institutions have $8.38M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 8 closing their positions.
6.61% less ownership
Funds ownership: 27.5% → 20.89% (-6.6%)
19% less funds holding
Funds holding: 26 → 21 (-5)
32% less capital invested
Capital invested by funds: $12.3M → $8.38M (-$3.9M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$791K |
| 2 |
LPL Financial
San Diego,
California
|
+$287K |
| 3 |
RCA
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
+$90.9K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$46.9K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$8.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.4M |
| 2 |
Goldman Sachs
New York
|
-$1.31M |
| 3 |
Jane Street
New York
|
-$720K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$261K |
| 5 |
Millennium Management
New York
|
-$229K |
PUI Hedge Fund Activity: Q2 2018 in Review
21 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q2 2018, worth a combined $8.38M — down 32% from $12.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PUI and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $791K. The largest seller was Morgan Stanley, cutting an estimated $2.4M.
- 21 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q2 2018, down from 26 in Q1 2018.
- Funds reported $8.38M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q2 2018, down 32% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q2 2018 and 8 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $791K added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q2 2018 was Morgan Stanley, an estimated $2.4M sold.
Based on aggregated 13F filings for Q2 2018.