PUI icon

Invesco Dorsey Wright Utilities Momentum ETF
PUI

Overview Fund Activity

58 hedge funds and large institutions have $99.9M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
12
Increased
15
Reduced
23
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.49M
2
IAA
Independent Advisor Alliance
North Carolina
+$1.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$966K
5
Truist Financial
Truist Financial
North Carolina
+$924K

Top Sellers

1
NCM
Niemann Capital Management
Nevada
-$29.9M
2
Invesco
Invesco
Georgia
-$17.9M
3
MCM
Mainstay Capital Management
Michigan
-$13.5M
4
HighTower Advisors
HighTower Advisors
Illinois
-$7.55M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17M +$1.49M +43,401 +10%
AWM
2
Affinity Wealth Management
Delaware
$14.8M +$456K +13,285 +3%
PS
3
Portfolio Strategies
New York
$13.1M -$1.66M -48,535 -11%
UBS Group
4
UBS Group
Switzerland
$12.4M -$801K -23,342 -6%
Wells Fargo
5
Wells Fargo
California
$6.18M -$2.08M -60,627 -25%
LPL Financial
6
LPL Financial
California
$4.48M -$591K -17,221 -12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.15M +$1.1M +32,181 +54%
EWP
8
Engrave Wealth Partners
Texas
$2.39M +$2.39M +69,656 New
IAA
9
Independent Advisor Alliance
North Carolina
$2.35M +$1.32M +38,385 +128%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.3M +$505K +14,711 +28%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.18M +$966K +28,159 +80%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$2.14M +$34.1K +992 +2%
NCM
13
Niemann Capital Management
Nevada
$2.07M -$29.9M -872,438 -94%
Bank of America
14
Bank of America
North Carolina
$1.48M -$2.62M -76,201 -64%
RJA
15
Raymond James & Associates
Florida
$1.43M -$1.38M -40,290 -49%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.38M +$388K +11,313 +39%
Citadel Advisors
17
Citadel Advisors
Florida
$1M -$379K -11,025 -27%
Truist Financial
18
Truist Financial
North Carolina
$924K +$924K +26,927 New
EWA
19
EP Wealth Advisors
California
$835K +$26.4K +770 +3%
TRCT
20
Tower Research Capital (TRC)
New York
$764K +$764K +22,261 New
Goldman Sachs
21
Goldman Sachs
New York
$713K – – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$615K -$3.17M -92,254 -84%
CAL
23
Capital Advisors Ltd
Ohio
$612K – – –
Stifel Financial
24
Stifel Financial
Missouri
$606K -$1.52M -44,170 -71%
TF
25
Trek Financial
Arizona
$566K +$652 +19 +0.1%
1
2 3 4