Invesco Dorsey Wright Utilities Momentum ETF
66 hedge funds and large institutions have $188M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
47% more capital invested
Capital invested by funds: $128M → $188M (+$60.3M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
16% more funds holding
Funds holding: 57 → 66 (+9)
6.34% more ownership
Funds ownership: 63.78% → 70.12% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$17.1M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$15.4M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
+$14.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.65M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$4.75M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.89M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.01M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$692K |
| 5 |
LPL Financial
San Diego,
California
|
-$580K |
PUI Hedge Fund Activity: Q3 2019 in Review
66 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q3 2019, worth a combined $188M — up 47% from $128M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PUI positions and 8 closed out — a net gain of 9 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $17.1M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $4.75M sold.
- 66 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q3 2019, up from 57 in Q2 2019.
- Funds reported $188M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q3 2019, up 47% quarter-over-quarter.
- 17 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q3 2019 and 8 closed out, a net change of +9 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q3 2019 was Invesco, an estimated $17.1M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q3 2019 was Financial Management Professionals, an estimated $4.75M sold.
Based on aggregated 13F filings for Q3 2019.