Invesco Dorsey Wright Utilities Momentum
PUI • NASDAQ
Invesco Dorsey Wright Utilities Momentum is an exchange-traded fund on NASDAQ. As of Q3 2025, 37 institutional investors hold shares in this ETF, with total holdings valued at $17.3M. LPL Financial LLC is the largest holder with a position valued at $4.6M.
Overview
Overview of institutional ownership in PUI as of Q3 2025
All Institutions
- Institutions
- 37
- Value Held
- $17.3M
- Shares Held
- 377.6K
- Avg Position
- $468.3K
- Median Position
- $245.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in PUI as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $4.6M 0.00% of portfolio |
 ROI Financial Advisors, LLC RIA/Wealth | $2.0M 1.17% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.9M 0.00% of portfolio |
 IMC-Chicago, LLC RIA/Wealth | $1.1M 0.02% of portfolio |
 FIFTH THIRD SECURITIES, INC. RIA/Wealth | $738.3K 0.05% of portfolio |
 Capital Advisors, Ltd. LLC RIA/Wealth | $714.1K 0.09% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $623.8K 0.00% of portfolio |
 BCJ Capital Management, LLC RIA/Wealth | $581.1K 0.04% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $507.5K 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $478.5K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PUI in Q3 2025
- Net Flow
- −$24.5M
- Buyers
- 12
- Sellers
- 18
- Total Bought
- +$2.3M
- Total Sold
- −$26.8M
- Avg Position
- $392.4K
Biggest Buyers
| Institution | Net Bought |
|---|---|
IMC-Chicago, LLC RIA/Wealth | +$1.1M +24.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$439.9K +9.6K shares |
L LPL Financial LLC Institution | +$278.4K +6.1K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$206.8K +4.5K shares |
 JPMORGAN CHASE & CO Institution | +$116.2K +2.5K shares |
 Global Retirement Partners, LLC RIA/Wealth | +$45.9K +1.0K shares |
R ROYAL BANK OF CANADA Institution | +$43.7K +952.0 shares |
 Private Advisor Group, LLC RIA/Wealth | +$30.9K +673.0 shares |
A Advisor Group Holdings, Inc. Institution | +$24.4K +553.0 shares |
 INTL FCSTONE INC. Institution | +$13.4K +292.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Transamerica Financial Advisors, Inc. Institution | −$15.1M −328.7K shares |
 Janney Montgomery Scott LLC RIA/Wealth | −$4.8M −114.0K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | −$2.5M −59.2K shares |
−$1.7M −36.3K shares | |
S SPC Financial, Inc. RIA/Wealth | −$993.7K −23.8K shares |
 Financial Management Professionals, Inc. RIA/Wealth | −$514.3K −12.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$289.9K −6.9K shares |
A Advisory Services Network, LLC RIA/Wealth | −$233.2K −9.0K shares |
 Advisors Capital Management, LLC RIA/Wealth | −$211.2K −5.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$172.6K −4.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PUI in Q3 2025
- New Positions
- 5
- New Value
- $1.2M
- Exited Positions
- 9
- Exited Value
- $9.6M
New Positions
| Institution | Position Value |
|---|---|
FIFTH THIRD SECURITIES, INC. RIA/Wealth | $738.3K 16.1K shares |
 Cetera Investment Advisers RIA/Wealth | $245.8K 5.4K shares |
 NWF Advisory Services Inc. RIA/Wealth | $230.1K 5.0K shares |
 Providence Capital Advisors, LLC RIA/Wealth | $16.5K 360.0 shares |
 CoreCap Advisors, LLC RIA/Wealth | $8.3K 180.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Janney Montgomery Scott LLC RIA/Wealth | $4.8M 114.0K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | $2.5M 59.2K shares |
S SPC Financial, Inc. RIA/Wealth | $993.7K 23.8K shares |
Financial Management Professionals, Inc. RIA/Wealth | $514.3K 12.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $289.9K 6.9K shares |
Advisors Capital Management, LLC RIA/Wealth | $211.2K 5.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $172.6K 4.1K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $145.4K 3.5K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $1.2K 29.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PUI as of Q3 2025
- Call Positions
- 1
- Call Value
- $243.4K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | $243.4K 53.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PUI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ROI Financial Advisors, LLC RIA/Wealth | 1.17% $2.0M |
 WESTBOURNE INVESTMENTS, INC. RIA/Wealth | 0.12% $241.9K |
Capital Advisors, Ltd. LLC RIA/Wealth | 0.09% $714.1K |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | 0.05% $738.3K |
BCJ Capital Management, LLC RIA/Wealth | 0.04% $581.1K |
NWF Advisory Services Inc. RIA/Wealth | 0.03% $230.1K |
IMC-Chicago, LLC RIA/Wealth | 0.02% $1.1M |
INTL FCSTONE INC. Institution | 0.02% $339.5K |
 BELLEVUE ASSET MANAGEMENT, LLC RIA/Wealth | 0.01% $28.8K |
 Farther Finance Advisors, LLC RIA/Wealth | 0.01% $376.0K |