Invesco Dorsey Wright Utilities Momentum ETF
33 hedge funds and large institutions have $15.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
6% less funds holding
Funds holding: 35 → 33 (-2)
10.43% less ownership
Funds ownership: 44.99% → 34.56% (-10%)
30% less capital invested
Capital invested by funds: $22.6M → $15.8M (-$6.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.08M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$667K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$336K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$329K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.83M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$2M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$538K |
| 4 |
Goldman Sachs
New York
|
-$311K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $20.2K | +$121 | +3 | +0.6% |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $16.4K | -$12.1K | -300 | -43% |
|
|
SS
28
Sunbelt Securities
Houston,
Texas
| $12.2K | -$11.9K | -296 | -50% |
|
|
TFA
29
Transamerica Financial Advisors
St. Petersburg,
Florida
| $11K | – | – | – |
|
|
GWSG
30
GPS Wealth Strategies Group
Centennial,
Colorado
| $5.79K | +$2.05K | +51 | +56% |
|
|
FFA
31
Founders Financial Alliance
Raleigh,
North Carolina
| $5.76K | +$40 | +1 | +0.7% |
|
|
AIC
32
Archer Investment Corporation
Carmel,
Indiana
| $5.12K | – | – | – |
|
33
JP Morgan Chase
New York
| $5.08K | -$322 | -8 | -6% |
|
|
IAA
34
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$2M | -51,689 | Closed |
|
|
35
Goldman Sachs
New York
| – | -$311K | -8,049 | Closed |
|
PUI Hedge Fund Activity: Q1 2025 in Review
33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q1 2025, worth a combined $15.8M — down 30% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PUI positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.08M. The largest seller was LPL Financial, cutting an estimated $5.83M.
- 33 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q1 2025, down from 35 in Q4 2024.
- Funds reported $15.8M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q1 2025, down 30% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q1 2025 and 2 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q1 2025 was Morgan Stanley, an estimated $1.08M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q1 2025 was LPL Financial, an estimated $5.83M sold.
Based on aggregated 13F filings for Q1 2025.