Invesco Dorsey Wright Utilities Momentum ETF
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.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
17% more capital invested
Capital invested by funds: $11.2M → $13.1M (+$1.88M)
1.63% more ownership
Funds ownership: 26.36% → 27.99% (+1.6%)
6% less funds holding
Funds holding: 31 → 29 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$314K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$284K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$254K |
| 4 |
Morgan Stanley
New York
|
+$158K |
| 5 |
IMC Chicago
Chicago,
Illinois
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$236K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$195K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$83.3K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$66.8K |
| 5 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Archer Investment Corporation
Carmel,
Indiana
| $4.46K | – | – | – |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $2K | – | – | – |
|
|
JGCM
28
Joseph Group Capital Management
Columbus,
Ohio
| $2K | +$1.53K | +45 | New |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | – | – | – |
|
|
30
Stifel Financial
St. Louis,
Missouri
| – | -$236K | -7,258 | Closed |
|
|
KIG
31
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$24K | -750 | Closed |
|
|
MIM
32
MTM Investment Management
Spartanburg,
South Carolina
| – | -$17K | -532 | Closed |
|
|
AWA
33
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$5K | -177 | Closed |
|
PUI Hedge Fund Activity: Q4 2021 in Review
29 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q4 2021, worth a combined $13.1M — up 17% from $11.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PUI and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.
The largest buyer was LPL Financial, adding an estimated $314K. The largest seller was Stifel Financial, exiting entirely with an estimated $236K sold.
- 29 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q4 2021, down from 31 in Q3 2021.
- Funds reported $13.1M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q4 2021 and 4 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q4 2021 was LPL Financial, an estimated $314K added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q4 2021 was Stifel Financial, an estimated $236K sold.
Based on aggregated 13F filings for Q4 2021.