Go Pro
→ Porter flew 3,300 miles to investigate this system (From Porter & Company) (Ad)tc pixel Free PUI Stock Alerts

Invesco Dorsey Wright Utilities Momentum ETF (PUI) Institutional Ownership

Invesco Dorsey Wright Utilities Momentum ETF logo
$45.67 -0.01 (-0.02%)
As of 07/31/2026 11:24 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$20.57M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.01M
Get PUI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dorsey Wright Utilities Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PUI Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Utilities Momentum ETF Major Shareholders & Ownership History

Export
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%
3/3/2026 NWF 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%
2/12/2026 Commonwealth 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%
1/23/2026 Fifth 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%
11/13/2025 Private 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%
10/31/2025 NWF Advisory Services Inc.5,009$230K0.0%N/A0.439%
10/21/2025Global Retirement Partners LLC3,509$161K0.0%+39.9%0.308%
10/10/2025 Fifth 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%
7/24/2025 Capital Advisors Ltd. LLC15,547$650K0.1%-11.8%0.931%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
7/15/2025 Financial 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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 32 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 479,648 shares in the last 24 months. This purchase volume represents approximately $20.57M in transactions.

Of the 9 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), ROI Financial Advisors LLC ($2.38K), IMC Chicago LLC ($1.85K), Osaic Holdings Inc. ($1.43K), Wells Fargo & Company MN ($1.40K), and StoneX Group Inc. ($1.33K).

Institutional investors have sold a total of 23,041 shares in the last 24 months. This volume of shares sold represents approximately $1.01M in transactions.


Related Companies

This page (NASDAQ:PUI) was last updated on 8/1/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel