Invesco Dorsey Wright Utilities Momentum ETF
32 hedge funds and large institutions have $18M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 11 closing their positions.
5.74% less ownership
Funds ownership: 36.29% → 30.55% (-5.7%)
22% less funds holding
Funds holding: 41 → 32 (-9)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
34% less capital invested
Capital invested by funds: $27.1M → $18M (-$9.08M)
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$507K |
| 4 |
LPL Financial
San Diego,
California
|
+$125K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$96.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.6M |
| 2 |
Morgan Stanley
New York
|
-$1.49M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.06M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$703K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$683K |
PUI Hedge Fund Activity: Q3 2020 in Review
32 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q3 2020, worth a combined $18M — down 34% from $27.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PUI and 2 opened new positions — a net loss of 9 holders — while 12 trimmed existing stakes and 9 added.
The largest buyer was Citadel Advisors, adding an estimated $1.32M. The largest seller was UBS Group, cutting an estimated $6.6M.
- 32 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q3 2020, down from 41 in Q2 2020.
- Funds reported $18M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q3 2020, down 34% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q3 2020 and 11 closed out, a net change of -9 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q3 2020 was Citadel Advisors, an estimated $1.32M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q3 2020 was UBS Group, an estimated $6.6M sold.
Based on aggregated 13F filings for Q3 2020.