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Invesco Dorsey Wright Utilities Momentum ETF (PUI) Institutional Ownership

$44.37 +0.22 (+0.50%)
Closing price 09/12/2025 03:52 PM Eastern
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$44.36 0.00 (-0.01%)
As of 09/12/2025 04:10 PM Eastern
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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)
19
Total
Institutional Inflows
(last 12 months)
$29.06M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$11.25M
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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
9/4/2025 Osaic Holdings Inc.6,901$289K0.0%+21.6%0.406%
8/19/2025 Advisory Services Network LLC8,969$398K0.0%N/A0.528%
8/15/2025 Bank of America Corp DE11,048$462K0.0%-7.1%0.650%
8/14/2025 Raymond James Financial Inc.4,126$173K0.0%N/A0.243%
8/14/2025 Transamerica Financial Advisors LLC330,002$13.80M1.3%+124,900.8%19.412%
8/13/2025 StoneX Group Inc.7,100$297K0.0%-15.8%0.418%
8/13/2025 Trek Financial LLC12,653$529K0.0%-25.6%0.744%
8/8/2025 Advisors Capital Management LLC5,050$211K0.0%N/A0.297%
8/6/2025 ROI Financial Advisors LLC45,084$1.89M1.2%+3.0%2.652%
7/25/2025 SPC Financial Inc.23,756$994K0.1%N/A1.397%
7/24/2025 Capital Advisors Ltd. LLC15,547$650K0.1%-11.8%0.931%
7/21/2025 Ameritas Advisory Services LLC3,475$145K0.0%-54.3%0.208%
7/17/2025 Janney Montgomery Scott LLC113,992$4.77M0.0%N/A6.826%
7/15/2025 Financial Management Professionals Inc.12,296$514K0.1%-18.5%0.741%
7/11/2025 Silver Oak Securities Incorporated59,181$2.48M0.2%N/A3.565%
5/16/2025Jones Financial Companies Lllp933$38K0.0%-89.0%0.055%
5/9/2025ROI Financial Advisors LLC43,787$1.79M1.3%+1.3%2.561%
5/7/2025LPL Financial LLC88,632$3.63M0.0%-62.1%5.153%
5/5/2025Private Advisor Group LLC5,153$211K0.0%-40.4%0.301%
4/28/2025Private Trust Co. NA1,377$56K0.0%N/A0.081%
4/22/2025Cambridge Investment Research Advisors Inc.5,401$221K0.0%-10.9%0.314%
4/14/2025Farther Finance Advisors LLC8,186$336K0.0%N/A0.731%
4/14/2025IMC Chicago LLC16,584$679K0.0%N/A1.481%
4/10/2025Financial 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%
1/15/2025Financial 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%
7/25/2024Capital 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%
4/13/2024IMC 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%
10/12/2023IMC Chicago LLC33,471$995K0.0%+29.9%2.885%
8/4/2023Parallel 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%
7/14/2023IMC 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%
4/28/2023Janney Montgomery Scott LLC17,963$596K0.0%-34.9%1.392%
4/24/2023IMC Chicago LLC14,871$494K0.0%N/A1.153%
2/6/2023Column Capital Advisors LLC811$28K0.0%N/A0.060%
2/1/2023Janney 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%
11/8/2022IMC 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%
10/25/2022Janney Montgomery Scott LLC157,563$5.05M0.0%+17.4%6.851%
10/20/2022Genesee Capital Advisors LLC30,198$968K0.7%+4.6%1.313%
10/20/2022Silver Oak Securities Incorporated18,914$606K0.1%+85.2%0.822%
10/17/2022Cambridge 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%
8/5/2022IMC Chicago LLC26,636$916K0.0%-15.9%1.158%
8/5/2022Scotia Capital Inc.13,746$473K0.0%N/A0.598%
8/3/2022Janney Montgomery Scott LLC134,172$4.61M0.0%N/A5.808%
8/3/2022SPC Financial Inc.16,175$556K0.1%N/A0.700%
7/29/2022Walker Asset Management LLC62,000$2.23M0.2%N/A2.684%
7/25/2022Walker Asset Management LLC62,000$2.23M0.0%N/A2.684%
7/19/2022Genesee Capital Advisors LLC28,869$993K0.7%N/A1.250%
5/5/2022Synergy Asset Management LLC154,722$5.68M1.4%N/A10.670%
4/19/2022IMC 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%
2/8/2022IMC Chicago LLC23,841$851K0.0%+15.1%1.820%
2/7/2022Ameritas Advisory Services LLC5,910$211K0.0%N/A0.451%
2/3/2022Cambridge 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%
11/5/2021IMC 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%
(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, 32 institutional investors and hedge funds held shares of Invesco Dorsey Wright Utilities Momentum ETF. The most heavily invested institutionals were Transamerica Financial Advisors LLC ($13.80M), Janney Montgomery Scott LLC ($4.77M), LPL Financial LLC ($3.63M), Silver Oak Securities Incorporated ($2.48M), Independent Advisor Alliance ($2M), ROI Financial Advisors LLC ($1.89M), and Blue Capital Inc. ($1.32M).Learn more on Invesco Dorsey Wright Utilities Momentum ETF's institutional investors.

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

Of the 24 institutional investors that purchased Invesco Dorsey Wright Utilities Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Transamerica Financial Advisors LLC ($329.74K), Janney Montgomery Scott LLC ($113.99K), Silver Oak Securities Incorporated ($59.18K), Independent Advisor Alliance ($51.69K), ROI Financial Advisors LLC ($47.38K), Blue Capital Inc. ($34.03K), and Financial Management Professionals Inc. ($28.47K).

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

Institutional investors have bought a total of 704,770 shares in the last 24 months. This purchase volume represents approximately $29.06M in transactions.

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

Of the 12 institutional investors that sold Invesco Dorsey Wright Utilities Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($223.87K), Financial Management Professionals Inc. ($16.18K), Sunbelt Securities Inc. ($14.36K), Jones Financial Companies Lllp ($7.53K), Trek Financial LLC ($4.35K), Ameritas Advisory Services LLC ($4.12K), and Private Advisor Group LLC ($3.50K).

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

Institutional investors have sold a total of 279,079 shares in the last 24 months. This volume of shares sold represents approximately $11.25M in transactions.


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This page (NASDAQ:PUI) was last updated on 9/13/2025 by MarketBeat.com Staff
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