Invesco Dorsey Wright Utilities Momentum ETF
43 hedge funds and large institutions have $42.8M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 6 closing their positions.
100% more capital invested
Capital invested by funds: $21.4M → $42.8M (+$21.5M)
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
16.03% more ownership
Funds ownership: 39.51% → 55.55% (+16%)
5% more funds holding
Funds holding: 41 → 43 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$12.6M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.39M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.52M |
| 4 |
AC
AlphaCore Capital
La Jolla,
California
|
+$1.16M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$701K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$1.57M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$1.13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$600K |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$411K |
| 5 |
Two Sigma Investments
New York
|
-$399K |
PUI Hedge Fund Activity: Q2 2026 in Review
43 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Utilities Momentum ETF (PUI) for Q2 2026, worth a combined $42.8M — up 100% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PUI positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $12.6M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $1.57M sold.
- 43 institutional investors held Invesco Dorsey Wright Utilities Momentum ETF (PUI) as of Q2 2026, up from 41 in Q1 2026.
- Funds reported $42.8M of Invesco Dorsey Wright Utilities Momentum ETF stock for Q2 2026, up 100% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Utilities Momentum ETF positions in Q2 2026 and 6 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Utilities Momentum ETF buyer in Q2 2026 was Transamerica Financial Advisors, an estimated $12.6M added.
- The largest Invesco Dorsey Wright Utilities Momentum ETF seller in Q2 2026 was Synergy Asset Management, an estimated $1.57M sold.
Based on aggregated 13F filings for Q2 2026.