Invesco Dorsey Wright Utilities Momentum ETF
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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
42% more capital invested
Capital invested by funds: $14.8M → $21.1M (+$6.28M)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
12% more funds holding
Funds holding: 26 → 29 (+3)
7.86% more ownership
Funds ownership: 38.73% → 46.59% (+7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.58M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$959K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$207K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$53K |
| 5 |
Morgan Stanley
New York
|
+$36.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$462K |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$458K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$141K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$70.3K |
| 5 |
RFA
ROI Financial Advisors
Beaverton,
Oregon
|
-$30.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $2.75K | – | – | – |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.16K | -$5.07K | -146 | -70% |
|
|
GWSG
28
GPS Wealth Strategies Group
Centennial,
Colorado
| $2.12K | +$2.12K | +61 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $70 | +$69 | +2 | New |
|
|
BCM
30
Barometer Capital Management
Toronto,
Ontario, Canada
| – | -$458K | -13,500 | Closed |
|
PUI Hedge Fund Activity: Q2 2024 in Review
29 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q2 2024, worth a combined $21.1M — up 42% from $14.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PUI positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.58M. The largest seller was IMC Chicago, cutting an estimated $462K.
- 29 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q2 2024, up from 26 in Q1 2024.
- Funds reported $21.1M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q2 2024, up 42% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q2 2024 and 1 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q2 2024 was LPL Financial, an estimated $5.58M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q2 2024 was IMC Chicago, an estimated $462K sold.
Based on aggregated 13F filings for Q2 2024.