PUI icon

Invesco Dorsey Wright Utilities Momentum ETF
PUI

Overview Fund Activity

57 hedge funds and large institutions have $128M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
9
Increased
23
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$7.47M
2
MCM
Mainstay Capital Management
Michigan
+$3.91M
3
Bank of America
Bank of America
North Carolina
+$1.87M
4
Wells Fargo
Wells Fargo
California
+$1.18M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.16M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$14.5M
2
Invesco
Invesco
Georgia
-$13.9M
3
NCM
Niemann Capital Management
Nevada
-$5.85M
4
CWM
Concentrum Wealth Management
California
-$1.56M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1
Niemann Capital Management
Nevada
$15.6M -$5.85M -177,044 -27%
UBS Group
2
UBS Group
Switzerland
$15.3M +$7.47M +229,737 +95%
Morgan Stanley
3
Morgan Stanley
New York
$15M -$1.34M -41,202 -8%
AWM
4
Affinity Wealth Management
Delaware
$13.4M +$953K +29,331 +8%
MCM
5
Mainstay Capital Management
Michigan
$12.4M +$3.91M +120,166 +46%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.79M +$431K +13,246 +7%
Wells Fargo
7
Wells Fargo
California
$6.01M +$1.18M +36,384 +25%
LPL Financial
8
LPL Financial
California
$5.36M +$173K +5,315 +3%
FMP
9
Financial Management Professionals
Texas
$4.75M +$896K +27,559 +23%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.99M -$411K -12,654 -9%
Bank of America
11
Bank of America
North Carolina
$3.54M +$1.87M +57,416 +111%
RJA
12
Raymond James & Associates
Florida
$2.48M +$18.1K +556 +0.7%
Stifel Financial
13
Stifel Financial
Missouri
$2.31M +$560K +17,209 +32%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.98M +$82.1K +2,525 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.55M +$1.16M +35,743 +299%
HH
16
Hilltop Holdings
Texas
$1.12M -$65.4K -2,014 -6%
WWM
17
Western Wealth Management
Colorado
$1.07M -$210K -6,460 -16%
CF
18
Centaurus Financial
California
$1.02M +$1.02M +31,244 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$958K +$958K +29,480 New
FGAM
20
Financial Gravity Asset Management
Texas
$874K -$470K -14,455 -35%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$809K -$180K -5,538 -18%
EWA
22
EP Wealth Advisors
California
$766K +$101K +3,103 +15%
GVAG
23
Great Valley Advisor Group
Delaware
$752K -$192K -5,906 -20%
Jane Street
24
Jane Street
New York
$748K +$133K +4,099 +22%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$722K -$1.2M -37,098 -63%
1
2 3