Invesco Dorsey Wright Utilities Momentum ETF
29 hedge funds and large institutions have $15.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and closing their positions.
21% more funds holding
Funds holding: 24 → 29 (+5)
17% more capital invested
Capital invested by funds: $13.5M → $15.8M (+$2.27M)
2% more ownership
Funds ownership: 33.57% → 35.57% (+2%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$684K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$271K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$267K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$201K |
| 5 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$292K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$230K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$67.3K |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$53.4K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18K |
PUI Hedge Fund Activity: Q2 2014 in Review
29 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q2 2014, worth a combined $15.8M — up 17% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PUI positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $684K. The largest seller was SignalPoint Asset Management, cutting an estimated $292K.
- 29 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q2 2014, up from 24 in Q1 2014.
- Funds reported $15.8M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q2 2014, up 17% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q2 2014 and 0 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q2 2014 was Virtu KCG Holdings, an estimated $684K added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q2 2014 was SignalPoint Asset Management, an estimated $292K sold.
Based on aggregated 13F filings for Q2 2014.