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Invesco Dorsey Wright Utilities Momentum ETF
PUI

Overview Fund Activity

29 hedge funds and large institutions have $21.1M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.23M
2
SS
2
Sunbelt Securities
Texas
$962K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$207K
4
Wells Fargo
4
Wells Fargo
California
$84.9K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.11M

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$363K
2
BCM
2
Barometer Capital Management
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.74M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$477K
5
RFA
5
ROI Financial Advisors
Oregon
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
26
Private Trust Company
Ohio
$2.75K 79 – –
CFGS
27
Concourse Financial Group Securities
Alabama
$2.16K 62 -146 -70%
GWSG
28
GPS Wealth Strategies Group
Colorado
$2.12K 61 +61 New
Fidelity Investments
29
Fidelity Investments
Massachusetts
$70 2 +2 New
BCM
30
Barometer Capital Management
Ontario, Canada
– – -13,500 Closed
1
2