Invesco Dorsey Wright Utilities Momentum ETF (PUI) Institutional Ownership $41.49 +0.16 (+0.39%) (As of 11/20/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOptions ChainOwnershipRatingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Utilities Momentum ETF (NASDAQ:PUI)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$2.92MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$1.64M Get PUI Insider Trade Alerts Want to know when executives and insiders are buying or selling Invesco Dorsey Wright Utilities Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PUI Institutional Buying and Selling by Quarter Ad Crypto 101 MediaThe Crypto That’s Making Wall Street SweatThe Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech giants are quietly integrating it. Venture capitalists are scrambling to invest.Click here to discover our #1 crypto for the market right now – poised for massive growth Invesco Dorsey Wright Utilities Momentum ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/18/2024 Sunbelt Securities Inc.13,276$537K0.1%-52.0%0.969% 11/6/2024 ROI Financial Advisors LLC43,407$1.76M1.2%+1.2%3.168% 10/22/2024 Private Advisor Group LLC5,403$219K0.0%N/A0.378% 8/19/2024B. Riley Wealth Advisors Inc.13,685$477K0.0%-12.9%0.931% 8/16/2024 Sunbelt Securities Inc.27,631$962K0.1%N/A1.880% 7/25/2024 Capital Advisors Ltd. LLC17,705$616K0.1%+1.6%1.265% Get the Latest News and Ratings for PUI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco Dorsey Wright Utilities Momentum ETF and its competitors with MarketBeat's FREE daily newsletter. 5/16/2024B. Riley Wealth Advisors Inc.15,710$529K0.0%+12.5%1.378% 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% 2/13/2024 ROI Financial Advisors LLC45,032$1.44M1.2%N/A4.289% 2/13/2024 Jones 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% 11/13/2023 LPL 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% 7/31/2023 LPL 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% 5/10/2023 LPL Financial LLC179,396$5.96M0.0%+5.8%13.907% 4/28/2023 Avantax Advisory Services Inc.6,539$217K0.0%+11.1%0.507% 4/28/2023 Ameritas 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% 11/14/2022 Transamerica 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% 11/2/2022 Avantax 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% 10/20/2022 Silver 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% 8/13/2022 Flow Traders U.S. LLC10,083$347K0.0%+21.0%0.438% 8/5/2022 IMC Chicago LLC26,636$916K0.0%-15.9%1.158% 8/5/2022 Scotia Capital Inc.13,746$473K0.0%N/A0.598% We recommended Nvidia in 2016, now we’re recommending this… (Ad)The AI boom is just getting started. And the real wealth has still to be made…You must read this new presentation from Porter Stansberry.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% 2/14/2022 LPL 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% 2/7/2022 Ameritas 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% 11/16/2021 LPL Financial LLC102,315$3.32M0.0%+0.3%7.810% 11/5/2021 IMC Chicago LLC20,718$673K0.0%-7.2%1.582% 11/5/2021 Advisor 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% 8/24/2021 Flow Traders U.S. LLC7,695$256K0.0%N/A0.579% 8/13/2021 LPL Financial LLC102,001$3.40M0.0%+2.2%7.669% 8/11/2021Commonwealth Equity Services LLC13,880$462K0.0%+112.2%1.044% 8/11/2021 Susquehanna International Group LLP12,501$416K0.0%-39.7%0.940% 8/10/2021 Capital Advisors Ltd. LLC17,426$580K0.1%-5.5%1.310% 5/18/2021 Morgan Stanley26,187$869K0.0%-41.2%1.857% 5/18/2021 Citadel Advisors LLC32,806$1.09M0.0%+142.9%2.327% 5/17/2021 Royal Bank of Canada6,135$203K0.0%-76.0%0.435% 5/14/2021 Stifel Financial Corp7,293$242K0.0%-10.3%0.517% 5/12/2021 UBS 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% 3/26/2021 Susquehanna International Group LLP29,419$934K0.0%+173.6%1.961% 2/12/2021 LPL Financial LLC142,681$4.53M0.0%+1.7%8.807% 2/11/2021 Bellevue Asset Management LLC974$31K0.0%-34.1%0.060% 2/9/2021 Wells 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% 11/13/2020 Morgan Stanley50,158$1.48M0.0%-49.5%2.787% 11/9/2020 LPL Financial LLC140,304$4.14M0.0%+3.0%7.795% 11/5/2020 Wells Fargo & Company MN43,485$1.28M0.0%-5.1%2.351% (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, 16 institutional investors and hedge funds held shares of Invesco Dorsey Wright Utilities Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($4.22M), ROI Financial Advisors LLC ($1.76M), IMC Chicago LLC ($800K), Capital Advisors Ltd. LLC ($616K), Janney Montgomery Scott LLC ($596K), Sunbelt Securities Inc. ($537K), and B. Riley Wealth Advisors Inc. ($477K).Learn more on PUI's institutional investors. Which institutional investors have been buying Invesco Dorsey Wright Utilities Momentum ETF stock? Of the 12 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: ROI Financial Advisors LLC ($45.53K), IMC Chicago LLC ($33.47K), Sunbelt Securities Inc. ($27.63K), LPL Financial LLC ($11.45K), Jones Financial Companies Lllp ($6.56K), Private Advisor Group LLC ($5.40K), and B. Riley Wealth Advisors Inc. ($1.75K). How much institutional buying is happening at Invesco Dorsey Wright Utilities Momentum ETF? Institutional investors have bought a total of 134,839 shares in the last 24 months. This purchase volume represents approximately $5.34M in transactions. Which Invesco Dorsey Wright Utilities Momentum ETF major shareholders have been selling company stock? The following institutional investors have sold Invesco Dorsey Wright Utilities Momentum ETF stock in the last 24 months: Janney Montgomery Scott LLC ($139.60K), LPL Financial LLC ($38.96K), IMC Chicago LLC ($17.65K), Sunbelt Securities Inc. ($14.36K), Meitav Investment House Ltd. ($13.10K), B. Riley Wealth Advisors Inc. ($4.58K), 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 230,390 shares in the last 24 months. This volume of shares sold represents approximately $12.70M in transactions. Related Companies Invesco S&P SmallCap Utilities & Communication Services ETF Major Shareholders This page (NASDAQ:PUI) was last updated on 11/21/2024 by MarketBeat.com Staff From Our PartnersThe Crypto That’s Making Wall Street SweatThe Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...Crypto 101 Media | SponsoredMissed Nvidia? Watch this ASAPThis little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredMusk’s new company could top a trillion?The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...Paradigm Press | Sponsored24/7 Automated Profits in CryptoWhat if you could make consistent daily profits in crypto with minimal effort? 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