Invesco Dorsey Wright Utilities Momentum ETF
37 hedge funds and large institutions have $40.4M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
2.16% more ownership
Funds ownership: 51.75% → 53.91% (+2.2%)
2% more capital invested
Capital invested by funds: $39.7M → $40.4M (+$765K)
0% more funds holding
Funds holding: 37 → 37 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.25M |
| 2 |
Goldman Sachs
New York
|
+$1.71M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$840K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$600K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$502K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$451K |
| 3 |
LPL Financial
San Diego,
California
|
-$383K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$349K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$347K |
PUI Hedge Fund Activity: Q3 2022 in Review
37 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q3 2022, worth a combined $40.4M — up 1.9% from $39.7M a quarter earlier.
Fund positioning in PUI was balanced in Q3 2022: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $2.25M. The largest seller was Transamerica Financial Advisors, cutting an estimated $502K.
- 37 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $40.4M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q3 2022, up 1.9% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q3 2022 and 6 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q3 2022 was Private Advisor Group, an estimated $2.25M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q3 2022 was Transamerica Financial Advisors, an estimated $502K sold.
Based on aggregated 13F filings for Q3 2022.