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Invesco Dorsey Wright Utilities Momentum ETF

24 hedge funds and large institutions have $9.74M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2.61% less ownership

Funds ownership: 34.69%32.08% (-2.6%)

23% less capital invested

Capital invested by funds: $12.6M → $9.74M (-$2.9M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.51M -$116K -5,239 -4%
LPL Financial
2
LPL Financial
California
$1.58M -$53.5K -2,423 -3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.01M +$66.3K +3,003 +7%
VKH
4
Virtu KCG Holdings
New York
$971K +$144K +6,517 +16%
SAM
5
SignalPoint Asset Management
Missouri
$653K
TH
6
Timber Hill
Connecticut
$569K
Bank of America
7
Bank of America
North Carolina
$549K +$8.44K +382 +1%
Citadel Advisors
8
Citadel Advisors
Florida
$510K -$868K -39,281 -62%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$481K +$2.5K +113 +0.5%
CAL
10
Capital Advisors Ltd
Ohio
$370K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$183K -$899K -40,695 -82%
Wells Fargo
12
Wells Fargo
California
$121K -$65.1K -2,949 -34%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$55K -$83.8K -3,796 -59%
UBS Group
14
UBS Group
Switzerland
$52K -$19.1K -866 -26%
MAS
15
Madden Advisory Services
Florida
$45K +$48.4K +2,190 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$29K +$44 +2 +0.1%
MFS
17
MSI Financial Services
Massachusetts
$19K
FPFS
18
First Personal Financial Services
North Carolina
$14K -$14K -635 -50%
GI
19
Gradient Investments
Minnesota
$8K +$8.83K +400 New
Citigroup
20
Citigroup
New York
$7K +$6.56K +297 +512%
AIG
21
American International Group
New York
$2.08K -$113K -5,103 -98%
RIA
22
Regal Investment Advisors
Michigan
$1K
NFG
23
Next Financial Group
Texas
-$37K -1,627 Closed
BFEC
24
Benjamin F. Edwards & Company
Missouri
-$5K -200 Closed

PUI Hedge Fund Activity: Q2 2015 in Review

24 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q2 2015, worth a combined $9.74M — down 23% from $12.6M a quarter earlier.

Fund positioning in PUI was balanced in Q2 2015: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was Virtu KCG Holdings, adding an estimated $144K. The largest seller was Royal Bank of Canada, cutting an estimated $899K.

  • 24 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $9.74M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q2 2015, down 23% quarter-over-quarter.
  • 2 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q2 2015 and 2 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q2 2015 was Virtu KCG Holdings, an estimated $144K added.
  • The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q2 2015 was Royal Bank of Canada, an estimated $899K sold.

Based on aggregated 13F filings for Q2 2015.