Invesco Dorsey Wright Utilities Momentum ETF
29 hedge funds and large institutions have $15.3M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 10 closing their positions.
21.1% less ownership
Funds ownership: 53.91% → 32.81% (-21%)
22% less funds holding
Funds holding: 37 → 29 (-8)
62% less capital invested
Capital invested by funds: $40.4M → $15.3M (-$25.2M)
64% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 14
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$266K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$174K |
| 3 |
CCA
Column Capital Advisors
Indianapolis,
Indiana
|
+$27.3K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$9.71K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$13.2M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.38M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.21M |
| 4 |
Goldman Sachs
New York
|
-$1.52M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.22M |
PUI Hedge Fund Activity: Q4 2022 in Review
29 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q4 2022, worth a combined $15.3M — down 62% from $40.4M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PUI and 3 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 5 added.
The largest buyer was Susquehanna International Group, adding an estimated $266K. The largest seller was Transamerica Financial Advisors, cutting an estimated $13.2M.
- 29 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q4 2022, down from 37 in Q3 2022.
- Funds reported $15.3M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q4 2022, down 62% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q4 2022 and 10 closed out, a net change of -7 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $266K added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q4 2022 was Transamerica Financial Advisors, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2022.