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Invesco Dorsey Wright Utilities Momentum ETF (PUI) Institutional Ownership

Invesco Dorsey Wright Utilities Momentum ETF logo
$44.17 -0.56 (-1.25%)
As of 08/28/2026 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)
18
Total
Institutional Inflows
(last 12 months)
$6.37M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$732.03K
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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
8/23/2026 Ameritas Advisory Services LLC5,677$270K0.0%N/A0.473%
8/22/2026 NWF Advisory Services Inc.12,435$591K0.1%+32.2%1.036%
6/18/2026 Western Wealth Management LLC7,325$344K0.0%N/A0.449%
5/19/2026 Western Wealth Management LLC7,325$344K0.0%N/A0.449%
5/18/2026Sunbelt Securities Inc.2,622$123K0.0%+1,659.7%0.161%
5/18/2026 ROI Financial Advisors LLC44,744$2.10M1.3%+3.0%2.745%
5/18/2026 Royal Bank of Canada15,842$745K0.0%+612.6%0.972%
5/7/2026 Parallel Advisors LLC3,130$147K0.0%+513.7%0.192%
5/5/2026 IMC 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%
2/17/2026 Osaic Holdings Inc.6,025$263K0.0%-19.2%0.548%
2/17/2026 Royal Bank of Canada2,223$97K0.0%-78.7%0.202%
2/16/2026 Arax Advisory Partners1,500$65K0.0%N/A0.136%
2/13/2026 Wells Fargo & Company MN1,367$60K0.0%-50.6%0.124%
2/13/2026 ROI 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%
2/11/2026 LPL Financial LLC103,157$4.50M0.0%+2.8%9.378%
2/6/2026 RPS Advisory Solutions LLC11,603$506K0.2%N/A1.055%
2/4/2026 Ameritas Advisory Services LLC4,947$216K0.0%N/A0.450%
1/29/2026 IMC 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%
1/1/2026 JPMorgan Chase & Co.2,582$119K0.0%+4,771.7%0.226%
11/17/2025 Susquehanna International Group LLP9,577$440K0.0%N/A0.840%
11/13/2025 Private Advisor Group LLC6,169$283K0.0%+12.2%0.541%
11/10/2025 ROI Financial Advisors LLC42,701$1.96M1.2%-5.3%3.746%
11/7/2025 JPMorgan Chase & Co.2,582$119K0.0%+4,771.7%0.226%
11/4/2025 IMC Chicago LLC24,333$1.12M0.0%N/A2.134%
11/4/2025 Jones Financial Companies Lllp13,699$624K0.0%+49.6%1.202%
10/31/2025 NWF Advisory Services Inc.5,009$230K0.0%N/A0.439%
10/21/2025 Global Retirement Partners LLC3,509$161K0.0%+39.9%0.308%
10/10/2025 Fifth Third Securities Inc.16,075$738K0.1%N/A1.410%
9/4/2025 Osaic Holdings Inc.6,901$289K0.0%+21.6%0.406%
8/19/2025 Advisory Services Network LLC8,969$398K0.0%N/A0.528%
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%
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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%
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%
5/16/2025Jones 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%
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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%
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%


PUI Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 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 Financial Management Professionals Inc. ($28.47K).

Institutional investors have bought a total of 139,173 shares in the last 24 months. This purchase volume represents approximately $6.37M in transactions.

The following institutional investors have sold Invesco Dorsey Wright Utilities Momentum ETF stock in the last 24 months: Royal Bank of Canada ($8.20K), ROI Financial Advisors LLC ($2.38K), IMC Chicago LLC ($1.85K), Osaic Holdings Inc. ($1.43K), Wells Fargo & Company MN ($1.40K), and Commonwealth Equity Services LLC ($1.26K).

Institutional investors have sold a total of 16,514 shares in the last 24 months. This volume of shares sold represents approximately $732.03K in transactions.


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Institutional ownership data for NASDAQ:PUI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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