Invesco Dorsey Wright Utilities Momentum ETF
24 hedge funds and large institutions have $9.61M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
15% more capital invested
Capital invested by funds: $8.38M → $9.61M (+$1.22M)
14% more funds holding
Funds holding: 21 → 24 (+3)
2.31% more ownership
Funds ownership: 20.89% → 23.2% (+2.3%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$621K |
| 2 |
LPL Financial
San Diego,
California
|
+$389K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$257K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$127K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$96.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$499K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$28.6K |
| 3 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$23K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15.6K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$15.6K |
PUI Hedge Fund Activity: Q3 2018 in Review
24 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q3 2018, worth a combined $9.61M — up 15% from $8.38M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PUI positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $621K. The largest seller was Bank of America, cutting an estimated $499K.
- 24 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q3 2018, up from 21 in Q2 2018.
- Funds reported $9.61M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q3 2018, up 15% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q3 2018 and 2 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q3 2018 was Morgan Stanley, an estimated $621K added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q3 2018 was Bank of America, an estimated $499K sold.
Based on aggregated 13F filings for Q3 2018.