Free Trial
→ Here’s How to Claim Your Stake in Elon’s Private Company, xAI (From Brownstone Research) (Ad) Buy PUI Stock  Free PUI Stock Alerts

Invesco Dorsey Wright Utilities Momentum ETF (PUI) Institutional Ownership

$40.75 +0.30 (+0.74%)
As of 04/24/2025 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$7.11M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$4.29M
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.

Skip Chart & View Institutional Buying and Selling Data

PUI Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Utilities Momentum ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2025 Cambridge Investment Research Advisors Inc.5,401$221K0.0%-10.9%0.314%
4/14/2025 Farther Finance Advisors LLC8,186$336K0.0%N/A0.731%
4/14/2025 IMC Chicago LLC16,584$679K0.0%N/A1.481%
4/10/2025 Financial Management Professionals Inc.15,091$618K0.1%-47.0%1.347%
2/17/2025Blue Capital Inc.34,032$1.32M0.9%N/A3.181%
2/14/2025Westbourne Investments Inc.5,185$201K0.1%N/A0.485%
2/11/2025LPL Financial LLC233,644$9.04M0.0%-25.2%21.836%
2/10/2025Commonwealth Equity Services LLC6,212$240K0.0%-4.0%0.581%
2/7/2025Independent Advisor Alliance51,689$2M0.0%N/A4.831%
2/6/2025Steward Partners Investment Advisory LLC700$27K0.0%N/A0.065%
2/3/2025Private Advisor Group LLC8,651$335K0.0%+60.1%0.809%
1/31/2025Global Retirement Partners LLC1,509$58K0.0%N/A0.140%
1/15/2025 Financial Management Professionals Inc.28,474$1.10M0.1%N/A2.455%
11/18/2024Sunbelt Securities Inc.13,276$537K0.1%-52.0%0.969%
11/6/2024ROI Financial Advisors LLC43,407$1.76M1.2%+1.2%3.168%
10/22/2024Private Advisor Group LLC5,403$219K0.0%N/A0.378%
8/19/2024B. Riley Wealth Advisors Inc.13,685$477K0.0%-12.9%0.931%
8/16/2024Sunbelt Securities Inc.27,631$962K0.1%N/A1.880%
7/25/2024 Capital Advisors Ltd. LLC17,705$616K0.1%+1.6%1.265%
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%
2/13/2024ROI Financial Advisors LLC45,032$1.44M1.2%N/A4.289%
2/13/2024Jones Financial Companies Lllp6,560$209K0.0%N/A0.625%
1/29/2024Meitav Investment House Ltd.7,350$235K0.0%-58.0%0.700%
1/17/2024SignalPoint 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%
5/11/2023Meitav 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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.

Click here to see how you could take a stake in Elon’s private company…
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%
10/27/2022SPC 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%
10/14/2022Private 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%
8/3/2022SPC 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%
2/14/2022LPL Financial LLC111,513$3.98M0.0%+9.0%8.512%
2/10/2022Private 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%
11/3/2021Meitav 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%
5/5/2021Capital Investment Advisory Services LLC802$27K0.0%+128.5%0.055%
5/4/2021Commonwealth Equity Services LLC6,540$216K0.0%-26.4%0.451%
5/3/2021SignalPoint Asset Management LLC9,394$312K0.1%+4.0%0.648%
(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, 23 institutional investors and hedge funds held shares of Invesco Dorsey Wright Utilities Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($9.04M), Independent Advisor Alliance ($2M), ROI Financial Advisors LLC ($1.76M), Blue Capital Inc. ($1.32M), IMC Chicago LLC ($679K), Financial Management Professionals Inc. ($618K), and Capital Advisors Ltd. LLC ($616K).Learn more on PUI's institutional investors.

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

Of the 18 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: Independent Advisor Alliance ($51.69K), IMC Chicago LLC ($50.06K), ROI Financial Advisors LLC ($45.53K), Blue Capital Inc. ($34.03K), Financial Management Professionals Inc. ($28.47K), Sunbelt Securities Inc. ($27.63K), and LPL Financial LLC ($11.45K).

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

Institutional investors have bought a total of 283,635 shares in the last 24 months. This purchase volume represents approximately $11.13M in transactions.

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

Of the 10 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: LPL Financial LLC ($117.82K), IMC Chicago LLC ($17.65K), Sunbelt Securities Inc. ($14.36K), Financial Management Professionals Inc. ($13.38K), Meitav Investment House Ltd. ($13.10K), Janney Montgomery Scott LLC ($9.64K), and B. Riley Wealth Advisors Inc. ($4.58K).

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

Institutional investors have sold a total of 193,595 shares in the last 24 months. This volume of shares sold represents approximately $7.45M in transactions.


Related Companies

This page (NASDAQ:PUI) was last updated on 4/25/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
"I'm risking my reputation on this"
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored