Invesco Dorsey Wright Utilities Momentum ETF
19 hedge funds and large institutions have $7.71M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
11% more capital invested
Capital invested by funds: $6.93M → $7.71M (+$783K)
17% less funds holding
Funds holding: 23 → 19 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$119K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$36.2K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$15K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$11.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$407K |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$79.6K |
| 3 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$47K |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$34K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.3K |
PUI Hedge Fund Activity: Q4 2015 in Review
19 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q4 2015, worth a combined $7.71M — up 11% from $6.93M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PUI and 2 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 8 added.
The largest buyer was LPL Financial, adding an estimated $1.03M. The largest seller was Morgan Stanley, cutting an estimated $407K.
- 19 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q4 2015, down from 23 in Q3 2015.
- Funds reported $7.71M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q4 2015, up 11% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q4 2015 and 6 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q4 2015 was LPL Financial, an estimated $1.03M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q4 2015 was Morgan Stanley, an estimated $407K sold.
Based on aggregated 13F filings for Q4 2015.