Invesco Dorsey Wright Utilities Momentum ETF
24 hedge funds and large institutions have $13.5M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 22 → 24 (+2)
0% more capital invested
Capital invested by funds: $13.4M → $13.5M (+$64.1K)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$69.8K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$29.1K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.91K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$5.76K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$333K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$174K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$111K |
| 4 |
Morgan Stanley
New York
|
-$43.6K |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$36.3K |
PUI Hedge Fund Activity: Q1 2014 in Review
24 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q1 2014, worth a combined $13.5M — up 0.48% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PUI positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was SignalPoint Asset Management, adding an estimated $69.8K. The largest seller was LPL Financial, cutting an estimated $333K.
- 24 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q1 2014, up from 22 in Q4 2013.
- Funds reported $13.5M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q1 2014, up 0.48% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q1 2014 and 0 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q1 2014 was SignalPoint Asset Management, an estimated $69.8K added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q1 2014 was LPL Financial, an estimated $333K sold.
Based on aggregated 13F filings for Q1 2014.