Invesco Dorsey Wright Utilities Momentum ETF
37 hedge funds and large institutions have $39.7M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
94% more capital invested
Capital invested by funds: $20.4M → $39.7M (+$19.2M)
19% more funds holding
Funds holding: 31 → 37 (+6)
13.86% more ownership
Funds ownership: 37.89% → 51.75% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$14.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.82M |
| 3 |
Morgan Stanley
New York
|
+$2.24M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.82M |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$5.67M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$181K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$110K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$25K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.48K |
PUI Hedge Fund Activity: Q2 2022 in Review
37 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q2 2022, worth a combined $39.7M — up 94% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PUI positions and 4 closed out — a net gain of 6 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Transamerica Financial Advisors, opening a new position worth an estimated $14.5M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.67M sold.
- 37 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q2 2022, up from 31 in Q1 2022.
- Funds reported $39.7M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q2 2022, up 94% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q2 2022 and 4 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q2 2022 was Transamerica Financial Advisors, an estimated $14.5M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q2 2022 was Synergy Asset Management, an estimated $5.67M sold.
Based on aggregated 13F filings for Q2 2022.