Invesco Dorsey Wright Utilities Momentum ETF
26 hedge funds and large institutions have $14.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.
24% more capital invested
Capital invested by funds: $11.9M → $14.8M (+$2.9M)
4.49% more ownership
Funds ownership: 34.25% → 38.73% (+4.5%)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.25M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$427K |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$315K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$234K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$956K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$671K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$590K |
| 4 |
LPL Financial
San Diego,
California
|
-$520K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$262K |
PUI Hedge Fund Activity: Q1 2024 in Review
26 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q1 2024, worth a combined $14.8M — up 24% from $11.9M a quarter earlier.
Fund positioning in PUI was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.25M. The largest seller was Morgan Stanley, cutting an estimated $956K.
- 26 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $14.8M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q1 2024, up 24% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $4.25M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q1 2024 was Morgan Stanley, an estimated $956K sold.
Based on aggregated 13F filings for Q1 2024.