PUI icon

Invesco Dorsey Wright Utilities Momentum ETF
PUI

Overview Fund Activity

49 hedge funds and large institutions have $103M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+25
Holders Change %
+104.17%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
30
Increased
10
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
+$22M
2
NCM
Niemann Capital Management
Nevada
+$19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.37M
4
UBS Group
UBS Group
Switzerland
+$6.51M
5
HighTower Advisors
HighTower Advisors
Illinois
+$5.55M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.79M
2
PAG
Private Advisor Group
New Jersey
-$258K
3
APA
American Portfolios Advisors
New York
-$30K
4
SWP
Stratos Wealth Partners
Ohio
-$19K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
SignalPoint Asset Management
Missouri
$367K +$22.6K +780 +7%
CA
27
Calton & Associates
Florida
$358K +$358K +12,347 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$355K -$5.3K -183 -1%
AI
29
Atria Investments
North Carolina
$315K +$315K +10,892 New
AIC
30
Ameritas Investment Company
Nebraska
$296K +$296K +10,214 New
PAG
31
Private Advisory Group
Washington
$266K +$266K +9,179 New
AG
32
Advisor Group
Arizona
$223K +$125K +4,328 +128%
MA
33
Mutual Advisors
Nebraska
$217K – – –
BCM
34
Brookstone Capital Management
Illinois
$204K +$204K +7,057 New
RCA
35
Rowland Carmichael Advisors
Arizona
$98K – – –
ASN
36
Advisory Services Network
Georgia
$89K +$89K +3,082 New
MWC
37
MBM Wealth Consultants
Missouri
$60K +$60K +2,056 New
CFGS
38
Concourse Financial Group Securities
Alabama
$56K +$56K +1,951 New
FHA
39
Flagship Harbor Advisors
Massachusetts
$50K – – –
NFG
40
Next Financial Group
Texas
$30K +$30K +1,049 New
GWM
41
Geneos Wealth Management
Colorado
$25K +$16.7K +600 +200%
MOS
42
MGO One Seven
Ohio
$14K +$14K +506 New
Citigroup
43
Citigroup
New York
$12K – – –
FPFS
44
First Personal Financial Services
North Carolina
$12K – – –
PMFA
45
Plante Moran Financial Advisors
Michigan
$6K +$6K +200 New
TRCT
46
Tower Research Capital (TRC)
New York
$6K +$6K +206 New
TFA
47
Transamerica Financial Advisors
Florida
$2K – – –
BlackRock
48
BlackRock
New York
$2K +$2K +63 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$1.79M -63,270 Closed
PAG
50
Private Advisor Group
New Jersey
– -$258K -9,006 Closed
1
2
3