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Invesco Dorsey Wright Utilities Momentum ETF (PUI) Institutional Ownership

Invesco Dorsey Wright Utilities Momentum ETF logo
$47.21 -0.25 (-0.53%)
As of 07/2/2026 03:11 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$28.80M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.38M
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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
6/18/2026Western Wealth Management LLC7,325$344K0.0%N/A0.449%
5/19/2026Western Wealth Management LLC7,325$344K0.0%N/A0.449%
5/18/2026Sunbelt Securities Inc.2,622$123K0.0%+1,659.7%0.161%
5/18/2026ROI Financial Advisors LLC44,744$2.10M1.3%+3.0%2.745%
5/18/2026Royal Bank of Canada15,842$745K0.0%+612.6%0.972%
5/7/2026Parallel Advisors LLC3,130$147K0.0%+513.7%0.192%
5/5/2026IMC Chicago LLC24,002$1.13M0.0%-7.2%1.473%
3/3/2026NWF Advisory Services Inc.9,237$403K0.0%+84.4%0.840%
2/17/2026Osaic Holdings Inc.6,025$263K0.0%-19.2%0.548%
2/17/2026Royal Bank of Canada2,223$97K0.0%-78.7%0.202%
2/16/2026Arax Advisory Partners1,500$65K0.0%N/A0.136%
2/13/2026Wells Fargo & Company MN1,367$60K0.0%-50.6%0.124%
2/13/2026ROI Financial Advisors LLC43,436$1.89M1.1%+1.7%3.949%
2/12/2026Commonwealth Equity Services LLC4,639$202K0.0%-21.3%0.422%
2/11/2026LPL Financial LLC103,157$4.50M0.0%+2.8%9.378%
2/6/2026RPS Advisory Solutions LLC11,603$506K0.2%N/A1.055%
2/4/2026Ameritas Advisory Services LLC4,947$216K0.0%N/A0.450%
1/29/2026IMC Chicago LLC25,852$1.13M0.0%+6.2%2.350%
1/23/2026Fifth Third Securities Inc.17,031$742K0.0%+5.9%1.548%
1/1/2026JPMorgan Chase & Co.2,582$119K0.0%+4,771.7%0.226%
11/17/2025Susquehanna International Group LLP9,577$440K0.0%N/A0.840%
11/13/2025Private Advisor Group LLC6,169$283K0.0%+12.2%0.541%
11/10/2025ROI Financial Advisors LLC42,701$1.96M1.2%-5.3%3.746%
11/7/2025JPMorgan Chase & Co.2,582$119K0.0%+4,771.7%0.226%
11/4/2025IMC Chicago LLC24,333$1.12M0.0%N/A2.134%
11/4/2025Jones Financial Companies Lllp13,699$624K0.0%+49.6%1.202%
10/31/2025NWF Advisory Services Inc.5,009$230K0.0%N/A0.439%
10/21/2025Global Retirement Partners LLC3,509$161K0.0%+39.9%0.308%
10/10/2025Fifth Third Securities Inc.16,075$738K0.1%N/A1.410%
9/4/2025Osaic Holdings Inc.6,901$289K0.0%+21.6%0.406%
8/19/2025Advisory Services Network LLC8,969$398K0.0%N/A0.528%
8/15/2025Bank of America Corp DE11,048$462K0.0%-7.1%0.650%
8/14/2025Raymond James Financial Inc.4,126$173K0.0%N/A0.243%
8/14/2025Transamerica Financial Advisors LLC330,002$13.80M1.3%+124,900.8%19.412%
8/13/2025StoneX Group Inc.7,100$297K0.0%-15.8%0.418%
8/13/2025Trek Financial LLC12,653$529K0.0%-25.6%0.744%
8/8/2025Advisors Capital Management LLC5,050$211K0.0%N/A0.297%
8/6/2025ROI Financial Advisors LLC45,084$1.89M1.2%+3.0%2.652%
7/25/2025SPC Financial Inc.23,756$994K0.1%N/A1.397%
7/24/2025Capital Advisors Ltd. LLC15,547$650K0.1%-11.8%0.931%
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7/21/2025Ameritas Advisory Services LLC3,475$145K0.0%-54.3%0.208%
7/17/2025Janney Montgomery Scott LLC113,992$4.77M0.0%N/A6.826%
7/15/2025Financial Management Professionals Inc.12,296$514K0.1%-18.5%0.741%
7/11/2025Silver 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%
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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%


PUI Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 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 ($4.50M), Silver Oak Securities Incorporated ($2.48M), ROI Financial Advisors LLC ($2.10M), Independent Advisor Alliance ($2M), and Blue Capital Inc. ($1.32M).Learn more on Invesco Dorsey Wright Utilities Momentum ETF's institutional investors.

Of the 33 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), IMC Chicago LLC ($42.44K), Blue Capital Inc. ($34.03K), and Sunbelt Securities Inc. ($30.10K).

Institutional investors have bought a total of 676,577 shares in the last 24 months. This purchase volume represents approximately $28.80M in transactions.

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: Royal Bank of Canada ($8.20K), Trek Financial LLC ($4.35K), Ameritas Advisory Services LLC ($4.12K), Financial Management Professionals Inc. ($2.80K), ROI Financial Advisors LLC ($2.38K), Capital Advisors Ltd. LLC ($2.08K), and IMC Chicago LLC ($1.85K).

Institutional investors have sold a total of 32,037 shares in the last 24 months. This volume of shares sold represents approximately $1.38M in transactions.


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This page (NASDAQ:PUI) was last updated on 7/4/2026 by MarketBeat.com Staff.
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