Invesco Dorsey Wright Utilities Momentum ETF
41 hedge funds and large institutions have $21.4M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
24% more capital invested
Capital invested by funds: $17.2M → $21.4M (+$4.17M)
5.8% more ownership
Funds ownership: 33.72% → 39.51% (+5.8%)
5% less funds holding
Funds holding: 43 → 41 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$1.54M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$627K |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$574K |
| 4 |
Two Sigma Investments
New York
|
+$391K |
| 5 |
LPL Financial
San Diego,
California
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAS
RPS Advisory Solutions
Louisville,
Kentucky
|
-$506K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$404K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$216K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$202K |
| 5 |
IMC Chicago
Chicago,
Illinois
|
-$85.2K |
PUI Hedge Fund Activity: Q1 2026 in Review
41 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q1 2026, worth a combined $21.4M — up 24% from $17.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PUI and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 13 added.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $1.54M. The largest seller was RPS Advisory Solutions, exiting entirely with an estimated $506K sold.
- 41 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q1 2026, down from 43 in Q4 2025.
- Funds reported $21.4M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q1 2026, up 24% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q1 2026 and 6 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q1 2026 was Synergy Asset Management, an estimated $1.54M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q1 2026 was RPS Advisory Solutions, an estimated $506K sold.
Based on aggregated 13F filings for Q1 2026.