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Invesco Dorsey Wright Utilities Momentum ETF
PUI

Overview Fund Activity

29 hedge funds and large institutions have $13.1M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.98M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$298K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.04M
4
AAS
4
Ameritas Advisory Services
Nebraska
$211K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.13M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
UBS Group
2
UBS Group
Switzerland
$484K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$351K
4
PAG
4
Private Advisor Group
New Jersey
$222K
5
KIG
5
Kowal Investment Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
26
Archer Investment Corporation
Indiana
$4.46K 125 – –
PA
27
Parallel Advisors
California
$2K 68 – –
JGCM
28
Joseph Group Capital Management
Ohio
$2K 45 +45 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1K 33 – –
Stifel Financial
30
Stifel Financial
Missouri
– – -7,258 Closed
KIG
31
Kowal Investment Group
Wisconsin
– – -750 Closed
MIM
32
MTM Investment Management
South Carolina
– – -532 Closed
AWA
33
Arkadios Wealth Advisors
Georgia
– – -177 Closed
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