Invesco Dorsey Wright Utilities Momentum ETF
35 hedge funds and large institutions have $22.6M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
13% more funds holding
Funds holding: 31 → 35 (+4)
0.97% more ownership
Funds ownership: 44.02% → 44.99% (+0.97%)
12% less capital invested
Capital invested by funds: $25.8M → $22.6M (-$3.19M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.08M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$1.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$337K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$131K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$60.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.18M |
| 2 |
Goldman Sachs
New York
|
-$1.65M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$1.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$743K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$511K |
PUI Hedge Fund Activity: Q4 2024 in Review
35 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q4 2024, worth a combined $22.6M — down 12% from $25.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PUI positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $2.08M. The largest seller was LPL Financial, cutting an estimated $3.18M.
- 35 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $22.6M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q4 2024, down 12% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q4 2024 and 3 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $2.08M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q4 2024 was LPL Financial, an estimated $3.18M sold.
Based on aggregated 13F filings for Q4 2024.