Who Owns PUI?
Invesco Dorsey Wright Utilities Momentum ETF — Institutional Ownership & 13F Holdings
$48.16
-0.14 (-0.30%)
Market Cap
$53.1M
Shares Outstanding
1,145,656
Institutional Holders
32
Total Inst. Value
$10.8M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
4
Closed Positions
5
Increased
12
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $2.9M | 70,829 |
| 2 | ROI Financial Advisors, LLC | $1.8M | 43,787 |
| 3 | UBS Group AG | $1.1M | 26,097 |
| 4 | Trek Financial, LLC | $696K | 17,000 |
| 5 | IMC-Chicago, LLCNew | $679K | 16,584 |
| 6 | Financial Management Professionals, Inc. | $617K | 15,091 |
| 7 | BANK OF AMERICA CORP /DE/ | $486K | 11,898 |
| 8 | Farther Finance Advisors, LLCNew | $336K | 8,186 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $326K | 7,956 |
| 10 | Ameritas Advisory Services, LLC | $311K | 7,597 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +27K | $2.9M |
| ROI Financial Advisors, LLC | +550 | $1.8M |
| UBS Group AG | +8K | $1.1M |
| Trek Financial, LLC | +27 | $696K |
| IMC-Chicago, LLCNew | +17K | $679K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -145K | $4K |
| Financial Management Professionals, Inc. | -13K | $617K |
| JONES FINANCIAL COMPANIES LLLP | -8K | $49K |
| Private Advisor Group, LLC | -3K | $211K |
| ROYAL BANK OF CANADA | -943 | $94K |
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Frequently Asked Questions
How many institutional investors hold PUI?
As of Q1 2025, 32 institutional investors report holding PUI (Invesco Dorsey Wright Utilities Momentum ETF) in their 13F filings.
Which hedge fund owns the most PUI?
The largest institutional holder of PUI is MORGAN STANLEY with $2.9M in shares.
Are institutions buying or selling PUI?
This quarter, 4 institutions opened new positions in PUI and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.