Invesco Dorsey Wright Utilities Momentum ETF
22 hedge funds and large institutions have $13.4M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1% less capital invested
Capital invested by funds: $13.5M → $13.4M (-$113K)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$553K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$350K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$281K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.8K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.63M |
| 2 |
Morgan Stanley
New York
|
-$320K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$240K |
| 4 |
LPL Financial
San Diego,
California
|
-$230K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$72.4K |
PUI Hedge Fund Activity: Q4 2013 in Review
22 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q4 2013, worth a combined $13.4M — down 0.83% from $13.5M a quarter earlier.
Fund positioning in PUI was balanced in Q4 2013: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was SignalPoint Asset Management, adding an estimated $553K. The largest seller was Susquehanna International Group, cutting an estimated $1.63M.
- 22 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $13.4M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q4 2013, down 0.83% quarter-over-quarter.
- 1 fund opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q4 2013 and 1 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q4 2013 was SignalPoint Asset Management, an estimated $553K added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q4 2013 was Susquehanna International Group, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2013.