Invesco Dorsey Wright Utilities Momentum ETF
37 hedge funds and large institutions have $17.3M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 9 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
5% less funds holding
Funds holding: 39 → 37 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
48.59% less ownership
Funds ownership: 81.14% → 32.55% (-49%)
54% less capital invested
Capital invested by funds: $38M → $17.3M (-$20.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$1.06M |
| 2 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$702K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$418K |
| 4 |
LPL Financial
San Diego,
California
|
+$265K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$14.3M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.77M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.48M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.58M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$994K |
PUI Hedge Fund Activity: Q3 2025 in Review
37 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q3 2025, worth a combined $17.3M — down 54% from $38M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PUI and 7 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 10 added.
The largest buyer was IMC Chicago, opening a new position worth an estimated $1.06M. The largest seller was Transamerica Financial Advisors, cutting an estimated $14.3M.
- 37 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q3 2025, down from 39 in Q2 2025.
- Funds reported $17.3M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q3 2025, down 54% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q3 2025 and 9 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q3 2025 was IMC Chicago, an estimated $1.06M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q3 2025 was Transamerica Financial Advisors, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2025.