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Invesco Dorsey Wright Utilities Momentum ETF (PUI) Institutional Ownership

$38.49 -2.44 (-5.96%)
Closing price 03:55 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)
11
Total
Institutional Inflows
(last 12 months)
$6.10M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$4.31M
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PUI Institutional Buying and Selling by Quarter

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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
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%
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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%
8/10/2021Capital 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%
5/7/2021Cambridge 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%
3/26/2021Susquehanna International Group LLP29,419$934K0.0%+173.6%1.961%
2/9/2021Wells Fargo & Company MN14,814$470K0.0%-65.9%0.914%
(Data available from 1/1/2016 forward)

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PUI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PUI shares?

During the previous two years, 21 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), Financial Management Professionals Inc. ($1.10M), IMC Chicago LLC ($800K), 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 17 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), ROI Financial Advisors LLC ($45.53K), Blue Capital Inc. ($34.03K), IMC Chicago LLC ($33.47K), 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 258,865 shares in the last 24 months. This purchase volume represents approximately $10.12M 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: LPL Financial LLC ($117.82K), IMC Chicago LLC ($17.65K), Sunbelt Securities Inc. ($14.36K), Meitav Investment House Ltd. ($13.10K), Janney Montgomery Scott LLC ($9.64K), B. Riley Wealth Advisors Inc. ($4.58K), and Commonwealth Equity Services LLC ($2.03K).

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

Institutional investors have sold a total of 179,548 shares in the last 24 months. This volume of shares sold represents approximately $6.88M in transactions.


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This page (NASDAQ:PUI) was last updated on 4/4/2025 by MarketBeat.com Staff
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