Invesco Dorsey Wright Utilities Momentum ETF
31 hedge funds and large institutions have $20.4M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 0 closing their positions.
56% more capital invested
Capital invested by funds: $13.1M → $20.4M (+$7.33M)
9.9% more ownership
Funds ownership: 27.99% → 37.89% (+9.9%)
7% more funds holding
Funds holding: 29 → 31 (+2)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$5.35M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.11M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$271K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$23.8K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$22.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$542K |
| 2 |
Morgan Stanley
New York
|
-$491K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$72.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$27.1K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$15.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $17K | -$12.1K | -349 | -43% |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $4.58K | – | – | – |
|
|
JGCM
29
Joseph Group Capital Management
Columbus,
Ohio
| $2K | – | – | – |
|
|
PA
30
Parallel Advisors
San Francisco,
California
| $2K | – | – | – |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | – | – | – |
|
PUI Hedge Fund Activity: Q1 2022 in Review
31 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q1 2022, worth a combined $20.4M — up 56% from $13.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PUI positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 12 trimmed.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $5.35M. The largest seller was Susquehanna International Group, cutting an estimated $542K.
- 31 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q1 2022, up from 29 in Q4 2021.
- Funds reported $20.4M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q1 2022, up 56% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q1 2022 and 0 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q1 2022 was Synergy Asset Management, an estimated $5.35M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q1 2022 was Susquehanna International Group, an estimated $542K sold.
Based on aggregated 13F filings for Q1 2022.