Invesco Dorsey Wright Utilities Momentum ETF
49 hedge funds and large institutions have $103M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 5 closing their positions.
971% more capital invested
Capital invested by funds: $9.61M → $103M (+$93.3M)
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
500% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 5
104% more funds holding
Funds holding: 24 → 49 (+25)
46.76% more ownership
Funds ownership: 23.2% → 69.96% (+47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$23M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$19.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.52M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.64M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$5.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.79M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$258K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$30K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$19K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.4K |
PUI Hedge Fund Activity: Q4 2018 in Review
49 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q4 2018, worth a combined $103M — up 971% from $9.61M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PUI positions and 5 closed out — a net gain of 25 holders — while 10 added to existing stakes and 1 trimmed.
The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $23M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.79M sold.
- 49 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q4 2018, up from 24 in Q3 2018.
- Funds reported $103M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q4 2018, up 971% quarter-over-quarter.
- 30 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q4 2018 and 5 closed out, a net change of +25 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q4 2018 was Mainstay Capital Management, an estimated $23M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q4 2018 was Susquehanna International Group, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2018.