Invesco Dorsey Wright Utilities Momentum ETF
39 hedge funds and large institutions have $38M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
140% more capital invested
Capital invested by funds: $15.8M → $38M (+$22.2M)
19.53% more ownership
Funds ownership: 34.56% → 54.09% (+20%)
18% more funds holding
Funds holding: 33 → 39 (+6)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$13.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.68M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.43M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.5M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$974K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.12M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$723K |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$679K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$326K |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$178K |
PUI Hedge Fund Activity: Q2 2025 in Review
39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q2 2025, worth a combined $38M — up 140% from $15.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PUI positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $1.12M.
- 39 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q2 2025, up from 33 in Q1 2025.
- Funds reported $38M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q2 2025, up 140% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q2 2025 and 3 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q2 2025 was Transamerica Financial Advisors, an estimated $13.5M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q2 2025 was Morgan Stanley, an estimated $1.12M sold.
Based on aggregated 13F filings for Q2 2025.