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Invesco Dorsey Wright Utilities Momentum ETF (PUI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Utilities Momentum ETF (NASDAQ:PUI)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$2.96M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.52M
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PUI Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Utilities Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/13/2024 IMC Chicago LLC23,754$800K0.0%-42.6%2.084%
3/15/2024B. Riley Wealth Advisors Inc.13,960$445K0.0%-11.1%1.330%
2/13/2024ROI Financial Advisors LLC45,032$1.44M1.2%N/A4.289%
2/13/2024Jones Financial Companies Lllp6,560$209K0.0%N/A0.625%
1/29/2024 Meitav Investment House Ltd.7,350$235K0.0%-58.0%0.700%
1/17/2024 SignalPoint Asset Management LLC8,800$280K0.1%-4.0%0.838%
11/13/2023LPL Financial LLC141,977$4.22M0.0%+1.1%12.346%
10/23/2023Commonwealth Equity Services LLC7,620$226K0.0%-18.9%0.663%
10/12/2023 IMC Chicago LLC33,471$995K0.0%+29.9%2.885%
8/4/2023 Parallel Advisors LLC905$29K0.0%N/A0.076%
7/31/2023LPL Financial LLC140,436$4.55M0.0%-21.7%11.801%
7/27/2023B. Riley Wealth Advisors Inc.15,710$509K0.0%-4.8%1.320%
7/14/2023 IMC Chicago LLC25,770$835K0.0%+73.3%2.148%
5/11/2023 Meitav Investment House Ltd.17,519$592K0.0%-14.3%1.358%
5/10/2023LPL Financial LLC179,396$5.96M0.0%+5.8%13.907%
4/28/2023Avantax Advisory Services Inc.6,539$217K0.0%+11.1%0.507%
4/28/2023Ameritas Advisory Services LLC7,898$268K0.0%+5.3%0.612%
4/28/2023 Janney Montgomery Scott LLC17,963$596K0.0%-34.9%1.392%
4/24/2023 IMC Chicago LLC14,871$494K0.0%N/A1.153%
2/6/2023Column Capital Advisors LLC811$28K0.0%N/A0.060%
2/1/2023 Janney Montgomery Scott LLC27,605$944K0.0%-82.5%2.030%
11/14/2022Transamerica Financial Advisors Inc.391,049$12.53M1.8%-3.4%17.002%
11/8/2022 IMC Chicago LLC28,120$901K0.0%+5.6%1.223%
11/2/2022Avantax Advisory Services Inc.6,781$217K0.0%N/A0.295%
10/27/2022 SPC Financial Inc.16,942$543K0.1%+4.7%0.737%
10/25/2022 Janney Montgomery Scott LLC157,563$5.05M0.0%+17.4%6.851%
10/20/2022 Genesee Capital Advisors LLC30,198$968K0.7%+4.6%1.313%
10/20/2022Silver Oak Securities Incorporated18,914$606K0.1%+85.2%0.822%
10/17/2022 Cambridge Investment Research Advisors Inc.7,342$235K0.0%-8.8%0.319%
10/14/2022 Private Advisor Group LLC68,948$2.21M0.0%+1,016.9%2.946%
8/13/2022Flow Traders U.S. LLC10,083$347K0.0%+21.0%0.438%
8/5/2022 IMC Chicago LLC26,636$916K0.0%-15.9%1.158%
8/5/2022Scotia Capital Inc.13,746$473K0.0%N/A0.598%
8/3/2022 Janney Montgomery Scott LLC134,172$4.61M0.0%N/A5.808%
8/3/2022 SPC Financial Inc.16,175$556K0.1%N/A0.700%
7/29/2022 Walker Asset Management LLC62,000$2.23M0.2%N/A2.684%
7/25/2022 Walker Asset Management LLC62,000$2.23M0.0%N/A2.684%
7/19/2022 Genesee Capital Advisors LLC28,869$993K0.7%N/A1.250%
5/5/2022 Synergy Asset Management LLC154,722$5.68M1.4%N/A10.670%
4/19/2022 IMC Chicago LLC31,665$1.16M0.0%+32.8%2.111%
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2/14/2022LPL Financial LLC111,513$3.98M0.0%+9.0%8.512%
2/10/2022 Private Advisor Group LLC6,228$222K0.0%-23.9%0.475%
2/8/2022 IMC Chicago LLC23,841$851K0.0%+15.1%1.820%
2/7/2022Ameritas Advisory Services LLC5,910$211K0.0%N/A0.451%
2/3/2022 Cambridge Investment Research Advisors Inc.8,341$298K0.0%N/A0.637%
1/31/2022Commonwealth Equity Services LLC9,857$351K0.0%-19.9%0.752%
11/16/2021LPL Financial LLC102,315$3.32M0.0%+0.3%7.810%
11/5/2021 IMC Chicago LLC20,718$673K0.0%-7.2%1.582%
11/5/2021Advisor Group Holdings Inc.2,746$89K0.0%+34.7%0.210%
11/3/2021 Meitav Dash Investments Ltd.20,454$664K0.0%N/A1.561%
10/29/2021Commonwealth Equity Services LLC12,299$399K0.0%-11.4%0.939%
8/24/2021Flow Traders U.S. LLC7,695$256K0.0%N/A0.579%
8/13/2021LPL Financial LLC102,001$3.40M0.0%+2.2%7.669%
8/11/2021Commonwealth Equity Services LLC13,880$462K0.0%+112.2%1.044%
8/11/2021Susquehanna International Group LLP12,501$416K0.0%-39.7%0.940%
8/10/2021 Capital Advisors Ltd. LLC17,426$580K0.1%-5.5%1.310%
5/18/2021Morgan Stanley26,187$869K0.0%-41.2%1.857%
5/18/2021Citadel Advisors LLC32,806$1.09M0.0%+142.9%2.327%
5/17/2021Royal Bank of Canada6,135$203K0.0%-76.0%0.435%
5/14/2021Stifel Financial Corp7,293$242K0.0%-10.3%0.517%
5/12/2021UBS Group AG33,471$1.11M0.0%-2.3%2.308%
5/7/2021 Cambridge Investment Research Advisors Inc.6,242$207K0.0%N/A0.430%
5/5/2021 Capital Investment Advisory Services LLC802$27K0.0%+128.5%0.055%
5/4/2021Commonwealth Equity Services LLC6,540$216K0.0%-26.4%0.451%
5/3/2021 SignalPoint Asset Management LLC9,394$312K0.1%+4.0%0.648%
3/26/2021Susquehanna International Group LLP29,419$934K0.0%+173.6%1.961%
2/12/2021LPL Financial LLC142,681$4.53M0.0%+1.7%8.807%
2/11/2021 Bellevue Asset Management LLC974$31K0.0%-34.1%0.060%
2/9/2021Wells Fargo & Company MN14,814$470K0.0%-65.9%0.914%
1/26/2021 Diversified LLC903$27K0.0%N/A0.054%
1/26/2021 SignalPoint Asset Management LLC9,030$287K0.1%-3.9%0.541%
11/13/2020Morgan Stanley50,158$1.48M0.0%-49.5%2.787%
11/9/2020LPL Financial LLC140,304$4.14M0.0%+3.0%7.795%
11/5/2020Wells Fargo & Company MN43,485$1.28M0.0%-5.1%2.351%
11/3/2020 Capital Advisors Ltd. LLC18,446$544K0.1%-4.2%0.997%
11/2/2020 Private Advisor Group LLC41,774$1.23M0.0%+66.7%2.258%
10/29/2020 Cambridge Investment Research Advisors Inc.7,995$236K0.0%-6.0%0.432%
8/17/2020 Private Advisor Group LLC25,056$734K0.0%+178.2%1.044%
8/14/2020Bank of America Corp DE39,211$1.15M0.0%+1.7%1.634%
8/14/2020Stifel Financial Corp9,108$267K0.0%-43.9%0.380%
8/14/2020Advisor Group Holdings Inc.9,007$264K0.0%-9.3%0.375%
8/12/2020Commonwealth Equity Services LLC46,043$1.35M0.0%-26.3%1.918%
7/31/2020UBS Group AG254,126$7.44M0.0%+16.9%10.589%
7/27/2020 Cambridge Investment Research Advisors Inc.8,505$249K0.0%+7.7%0.354%
7/24/2020 SPC Financial Inc.8,319$244K0.1%N/A0.347%
7/24/2020NEXT Financial Group Inc13,239$388K0.0%-3.9%0.552%
7/23/2020 Janney Montgomery Scott LLC23,999$703K0.0%N/A1.000%
6/16/2020Royal Bank of Canada10,164$293K0.0%-88.9%0.399%
5/26/2020Morgan Stanley170,906$4.93M0.0%-65.5%6.215%
5/18/2020EP Wealth Advisors LLC23,024$664K0.0%-5.4%0.808%
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5/18/2020Advisor Group Holdings Inc.9,926$288K0.0%N/A0.348%
5/15/2020Ameritas Investment Company LLC4,392$126K0.0%+11.8%0.154%
5/15/2020Morgan Stanley170,906$4.93M0.0%-65.5%5.997%
5/14/2020Wells Fargo & Company MN80,767$2.33M0.0%-55.1%2.834%
5/11/2020Commonwealth Equity Services LLC62,442$1.80M0.0%-6.6%2.230%
5/9/2020National Asset Management Inc.14,607$422K0.0%-3.5%0.522%
5/8/2020 Cambridge Investment Research Advisors Inc.7,896$228K0.0%-80.4%0.277%
5/1/2020UBS Group AG217,304$6.27M0.0%-40.0%8.048%
4/21/2020 Raymond James & Associates8,506$245K0.0%-79.6%0.309%
(Data available from 1/1/2016 forward)

PUI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PUI shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Invesco Dorsey Wright Utilities Momentum ETF. The most heavily invested institutionals were Transamerica Financial Advisors Inc. ($12.53M), LPL Financial LLC ($4.22M), Walker Asset Management LLC ($2.23M), Private Advisor Group LLC ($2.21M), ROI Financial Advisors LLC ($1.44M), Genesee Capital Advisors LLC ($968K), and IMC Chicago LLC ($800K).Learn more on PUI's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Utilities Momentum ETF stock?

Of the 16 institutional investors that purchased Invesco Dorsey Wright Utilities Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($157.56K), Walker Asset Management LLC ($124K), Private Advisor Group LLC ($62.78K), ROI Financial Advisors LLC ($45.03K), IMC Chicago LLC ($34.96K), Genesee Capital Advisors LLC ($30.20K), and SPC Financial Inc. ($16.94K).

How much institutional buying is happening at Invesco Dorsey Wright Utilities Momentum ETF?

Institutional investors have bought a total of 523,217 shares in the last 24 months. This purchase volume represents approximately $32.67M in transactions.

Which Invesco Dorsey Wright Utilities Momentum ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Invesco Dorsey Wright Utilities Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($139.60K), LPL Financial LLC ($38.96K), IMC Chicago LLC ($22.68K), Transamerica Financial Advisors Inc. ($13.97K), Meitav Investment House Ltd. ($13.10K), B. Riley Wealth Advisors Inc. ($2.55K), and Commonwealth Equity Services LLC ($1.77K).

How much institutional selling is happening at Invesco Dorsey Wright Utilities Momentum ETF?

Institutional investors have sold a total of 233,723 shares in the last 24 months. This volume of shares sold represents approximately $13.34M in transactions.


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This page (NASDAQ:PUI) was last updated on 5/9/2024 by MarketBeat.com Staff

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