We are live on ! Find out more
PUI icon

Invesco Dorsey Wright Utilities Momentum ETF
PUI

23 hedge funds and large institutions have $14.4M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2013 Q2 according to their latest regulatory filings, with 23 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

37.64% more ownership

Funds ownership: 0% → 37.64% (+38%)

Holders
23
Holders Change
+23
Holders Change %
–
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
SignalPoint Asset Management
Missouri
$3.5M +$3.53M +183,718 New
Morgan Stanley
2
Morgan Stanley
New York
$2.87M +$2.9M +150,644 New
LPL Financial
3
LPL Financial
California
$2.52M +$2.54M +131,965 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.43M +$1.44M +74,974 New
Wells Fargo
5
Wells Fargo
California
$1.32M +$1.33M +69,257 New
TH
6
Timber Hill
Connecticut
$658K +$663K +34,485 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$454K +$457K +23,789 New
Bank of America
8
Bank of America
North Carolina
$433K +$437K +22,715 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$350K +$353K +18,376 New
U
10
UBS
Switzerland
$262K +$264K +13,733 New
KCG
11
Knight Capital Group
$253K +$255K +13,276 New
BRWA
12
B. Riley Wealth Advisors
Florida
$75K +$75.9K +3,950 New
MFS
13
MSI Financial Services
Massachusetts
$74K +$74.4K +3,870 New
MAS
14
Madden Advisory Services
Florida
$54K +$53.9K +2,805 New
WA
15
WFG Advisors
Texas
$33K +$32.8K +1,706 New
Jones Financial Companies
16
Jones Financial Companies
Missouri
$22K +$22K +1,147 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15K +$15.4K +800 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$12K +$11.9K +621 New
Citigroup
19
Citigroup
New York
$10K +$9.61K +500 New
NES
20
New England Securities
New York
$5K +$5.02K +261 New
Deutsche Bank
21
Deutsche Bank
Germany
$2K +$2.21K +115 New
AIG
22
American International Group
New York
$1.91K +$1.92K +100 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$1K +$769 +40 New

PUI Hedge Fund Activity: Q2 2013 in Review

23 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q2 2013, worth a combined $14.4M.

Buyers outnumbered sellers: 23 funds opened new PUI positions and 0 closed out — a net gain of 23 holders — while 0 added to existing stakes and 0 trimmed.

  • 23 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $14.4M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q2 2013.
  • 23 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q2 2013 and 0 closed out, a net change of +23 holders.

Based on aggregated 13F filings for Q2 2013.