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Invesco Dorsey Wright Utilities Momentum ETF (PUI) Institutional Ownership

$43.76 -0.43 (-0.97%)
Closing price 08/15/2025 03:50 PM Eastern
Extended Trading
$43.78 +0.02 (+0.06%)
As of 08/15/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
18
Total
Institutional Inflows
(last 12 months)
$28.63M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$11.32M
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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
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%
5/16/2025 Jones Financial Companies Lllp933$38K0.0%-89.0%0.055%
5/9/2025 ROI Financial Advisors LLC43,787$1.79M1.3%+1.3%2.561%
5/7/2025 LPL Financial LLC88,632$3.63M0.0%-62.1%5.153%
5/5/2025 Private Advisor Group LLC5,153$211K0.0%-40.4%0.301%
4/28/2025 Private Trust Co. NA1,377$56K0.0%N/A0.081%
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%
2/17/2025 Blue Capital Inc.34,032$1.32M0.9%N/A3.181%
2/14/2025 Westbourne Investments Inc.5,185$201K0.1%N/A0.485%
2/11/2025 LPL Financial LLC233,644$9.04M0.0%-25.2%21.836%
2/10/2025 Commonwealth Equity Services LLC6,212$240K0.0%-4.0%0.581%
2/7/2025 Independent Advisor Alliance51,689$2M0.0%N/A4.831%
2/6/2025 Steward Partners Investment Advisory LLC700$27K0.0%N/A0.065%
2/3/2025 Private Advisor Group LLC8,651$335K0.0%+60.1%0.809%
1/31/2025 Global Retirement Partners LLC1,509$58K0.0%N/A0.140%
1/15/2025 Financial Management Professionals Inc.28,474$1.10M0.1%N/A2.455%
11/18/2024 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%
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%
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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%
1/17/2024SignalPoint Asset Management LLC8,800$280K0.1%-4.0%0.838%
11/13/2023 LPL Financial LLC141,977$4.22M0.0%+1.1%12.346%
10/23/2023 Commonwealth 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%
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%
1/31/2022 Commonwealth 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%
10/29/2021 Commonwealth Equity Services LLC12,299$399K0.0%-11.4%0.939%
8/24/2021 Flow Traders U.S. LLC7,695$256K0.0%N/A0.579%
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8/13/2021 LPL Financial LLC102,001$3.40M0.0%+2.2%7.669%
8/11/2021 Commonwealth 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%
5/18/2021Morgan Stanley26,187$869K0.0%-41.2%1.857%
5/17/2021 Royal Bank of Canada6,135$203K0.0%-76.0%0.435%
(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, 30 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 22 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 694,574 shares in the last 24 months. This purchase volume represents approximately $28.63M in transactions.

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

Of the 13 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 281,104 shares in the last 24 months. This volume of shares sold represents approximately $11.32M in transactions.


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This page (NASDAQ:PUI) was last updated on 8/16/2025 by MarketBeat.com Staff
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