Invesco Dorsey Wright Utilities Momentum ETF
43 hedge funds and large institutions have $17.2M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2025 Q4 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
16% more funds holding
Funds holding: 37 → 43 (+6)
1.16% more ownership
Funds ownership: 32.55% → 33.72% (+1.2%)
1% less capital invested
Capital invested by funds: $17.3M → $17.2M (-$132K)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAS
RPS Advisory Solutions
Louisville,
Kentucky
|
+$531K |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$449K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$227K |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$194K |
| 5 |
LPL Financial
San Diego,
California
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$375K |
| 2 |
WI
Westbourne Investments
Alexandria,
Virginia
|
-$242K |
| 3 |
JP Morgan Chase
New York
|
-$116K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$65.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$64.1K |
PUI Hedge Fund Activity: Q4 2025 in Review
43 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q4 2025, worth a combined $17.2M — down 0.76% from $17.3M 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 RPS Advisory Solutions, opening a new position worth an estimated $531K. The largest seller was Royal Bank of Canada, cutting an estimated $375K.
- 43 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q4 2025, up from 37 in Q3 2025.
- Funds reported $17.2M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q4 2025, down 0.76% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q4 2025 and 3 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q4 2025 was RPS Advisory Solutions, an estimated $531K added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $375K sold.
Based on aggregated 13F filings for Q4 2025.