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Invesco Dorsey Wright Utilities Momentum ETF
PUI

Overview Fund Activity

29 hedge funds and large institutions have $21.1M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.23M
2
SS
2
Sunbelt Securities
Texas
$962K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$207K
4
Wells Fargo
4
Wells Fargo
California
$84.9K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.11M

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$363K
2
BCM
2
Barometer Capital Management
Ontario, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.74M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$477K
5
RFA
5
ROI Financial Advisors
Oregon
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.23M 236,275 +160,760 +213%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.74M 136,060 -4,058 -3%
RFA
3
ROI Financial Advisors
Oregon
$1.5M 42,910 -871 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.11M 31,752 +1,046 +3%
SS
5
Sunbelt Securities
Texas
$962K 27,631 +27,631 New
CAL
6
Capital Advisors Ltd
Ohio
$616K 17,705 +279 +2%
TF
7
Trek Financial
Arizona
$589K 16,927 +27 +0.2%
BRWA
8
B. Riley Wealth Advisors
Florida
$477K 13,685 -2,025 -13%
Bank of America
9
Bank of America
North Carolina
$426K 12,230 +109 +0.9%
IMC Chicago
10
IMC Chicago
Illinois
$363K 10,439 -13,315 -56%
UBS Group
11
UBS Group
Switzerland
$338K 9,707 -283 -3%
SAM
12
SignalPoint Asset Management
Missouri
$286K 8,210 -590 -7%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$261K 7,491 +901 +14%
AAS
14
Ameritas Advisory Services
Nebraska
$260K 7,457 +59 +0.8%
MIH
15
Meitav Investment House
Israel
$256K 7,350 – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$208K 5,982 +26 +0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$207K 5,953 +5,953 New
Osaic Holdings
18
Osaic Holdings
Arizona
$119K 3,417 +699 +26%
Wells Fargo
19
Wells Fargo
California
$84.9K 2,440 +1,526 +167%
BAM
20
Bellevue Asset Management
Washington
$24.8K 715 – –
CIAS
21
Capital Investment Advisory Services
North Carolina
$16.9K 485 +3 +0.6%
TFA
22
Transamerica Financial Advisors
Florida
$10K 264 – –
FFA
23
Founders Financial Alliance
North Carolina
$4.82K 138 -99 -42%
AIC
24
Archer Investment Corporation
Indiana
$4.35K 125 – –
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.18K 88 -96 -52%
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