Invesco Dorsey Wright Utilities Momentum ETF
26 hedge funds and large institutions have $11.9M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
9% more capital invested
Capital invested by funds: $10.9M → $11.9M (+$974K)
4% more funds holding
Funds holding: 25 → 26 (+1)
2.53% more ownership
Funds ownership: 31.72% → 34.25% (+2.5%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$903K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$648K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$225K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$202K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$51.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.54M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$606K |
| 3 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$313K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$282K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$212K |
PUI Hedge Fund Activity: Q4 2023 in Review
26 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q4 2023, worth a combined $11.9M — up 8.9% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PUI positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $903K. The largest seller was LPL Financial, cutting an estimated $1.54M.
- 26 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $11.9M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q4 2023, up 8.9% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $903K added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q4 2023 was LPL Financial, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2023.