Invesco Dorsey Wright Utilities Momentum ETF
31 hedge funds and large institutions have $25.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
22% more capital invested
Capital invested by funds: $21.1M → $25.8M (+$4.73M)
7% more funds holding
Funds holding: 29 → 31 (+2)
2.57% less ownership
Funds ownership: 46.59% → 44.02% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.84M |
| 2 |
Goldman Sachs
New York
|
+$1.83M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$1.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$883K |
| 5 |
Morgan Stanley
New York
|
+$534K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.97M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$536K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$477K |
| 4 |
IMC Chicago
Chicago,
Illinois
|
-$363K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$56.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
26
Transamerica Financial Advisors
St. Petersburg,
Florida
| $11K | – | – | – |
|
|
FFA
27
Founders Financial Alliance
Raleigh,
North Carolina
| $5.63K | +$37 | +1 | +0.7% |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $5.06K | – | – | – |
|
|
GWSG
29
GPS Wealth Strategies Group
Centennial,
Colorado
| $3.69K | +$1.12K | +30 | +49% |
|
30
Fidelity Investments
Boston,
Massachusetts
| $3.38K | +$3.02K | +81 | +4,050% |
|
|
PTC
31
Private Trust Company
Cleveland,
Ohio
| $3.2K | – | – | – |
|
|
BRWA
32
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$477K | -13,685 | Closed |
|
|
33
IMC Chicago
Chicago,
Illinois
| – | -$363K | -10,439 | Closed |
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3.18K | -88 | Closed |
|
|
CFGS
35
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$2.31K | -62 | Closed |
|
PUI Hedge Fund Activity: Q3 2024 in Review
31 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q3 2024, worth a combined $25.8M — up 22% from $21.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PUI positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.84M. The largest seller was Royal Bank of Canada, cutting an estimated $4.97M.
- 31 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q3 2024, up from 29 in Q2 2024.
- Funds reported $25.8M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q3 2024, up 22% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q3 2024 was LPL Financial, an estimated $2.84M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $4.97M sold.
Based on aggregated 13F filings for Q3 2024.