Who Owns Invesco Dorsey Wright Utilities Momentum ETF (PUI)?Hedge Fund & Institutional Holders

$47.74+0.60 (+1.28%)Financial ServicesNASDAQ

Institutional Holders

47

as of Q4 2025

Total Institutional Value

$4.000189311261e+76T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$37.38$40.24$43.10$45.96$48.82Aug 24May 25Mar 26

PUI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
IMC-Chicago, LLCNew Position+26K+$1.1M
JONES FINANCIAL COMPANIES LLLPNew Position+24K+$1.0M
Capital Advisors, Ltd. LLCNew Position+16K+$678K
Trek Financial, LLCNew Position+13K+$551K
RPS ADVISORY SOLUTIONS LLCNew Position+12K+$505K
NWF Advisory Services Inc.New Position+9K+$402K
Ameritas Advisory Services, LLCNew Position+5K+$215K
PRIVATE TRUST CO NANew Position+1K+$60K
BELLEVUE ASSET MANAGEMENT, LLCNew Position+628+$27K
Capital Investment Advisory Services, LLCNew Position+501+$21K
Sound Income Strategies, LLCNew Position+477+$21K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+390+$16K
Providence Capital Advisors, LLCNew Position+360+$15K
CoreCap Advisors, LLCNew Position+180+$7K
Archer Investment CorpNew Position+125+$5K

PUI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-1K-$1.9B
BANK OF AMERICA CORP /DE/Decreased-137-$507.5M
ROYAL BANK OF CANADADecreased-8K-$478.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-303-$439.9M
UBS Group AGDecreased-483-$337.4M
OSAIC HOLDINGS, INC.Decreased-1K-$328.8M
Private Advisor Group, LLCDecreased-255-$283.3M
WELLS FARGO & COMPANY/MNDecreased-1K-$127.1M
JPMORGAN CHASE & CODecreased-3K-$118.6M
Transamerica Financial Advisors, LLCDecreased-181-$60.1M
Sunbelt Securities, Inc.Decreased-148-$13.6M
Cambridge Investment Research Advisors, Inc.Decreased-75-$260K
Advisory Services Network, LLCClosed Position-1-$26K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC103,157$4.0M0.00%Share
2ROI Financial Advisors, LLC43,436$1.9M1.09%Share
3IMC-Chicago, LLC25,852$1.1M0.00%Share
4JONES FINANCIAL COMPANIES LLLP23,514$1.0M0.00%Share
5MORGAN STANLEY39,765$1.0M0.00%Share
6FIFTH THIRD SECURITIES, INC.17,031$742K0.05%Share
7Capital Advisors, Ltd. LLC15,547$678K0.08%Share
8Trek Financial, LLC12,653$551K0.03%Share
9RPS ADVISORY SOLUTIONS LLC11,603$505K0.24%Share
10NWF Advisory Services Inc.9,237$402K0.04%Share
11Farther Finance Advisors, LLC8,261$360K0.00%Share
12UBS Group AG6,597$287K0.00%Share
13Ameritas Advisory Services, LLC4,947$215K0.01%Share
14PRIVATE TRUST CO NA1,377$60K0.01%Share
15Transamerica Financial Advisors, LLC1,129$49K0.00%Share
16BELLEVUE ASSET MANAGEMENT, LLC628$27K0.01%Share
17Sound Income Strategies, LLC477$21K0.00%Share
18Capital Investment Advisory Services, LLC501$21K0.00%Share
19INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC390$16K0.00%Share
20Providence Capital Advisors, LLC360$15K0.00%Share
21UBS Group AG273$11K0.00%Share
22CoreCap Advisors, LLC180$7K0.00%Share
23Sunbelt Securities, Inc.149$6K0.00%Share
24Founders Financial Alliance, LLC143$6K0.00%Share
25Archer Investment Corp125$5K0.00%Share
26HARBOUR INVESTMENTS, INC.30$1K0.00%Share
27BANK OF AMERICA CORP /DE/4,634$00.00%Share
28SUSQUEHANNA INTERNATIONAL GROUP, LLP9,274$00.00%Share
29Arax Advisory Partners1,500$00.00%Share
30ROYAL BANK OF CANADA2,223$00.00%Share
31Parallel Advisors, LLC510$00.00%Share
32Global Retirement Partners, LLC3,509$00.00%Share
33Cambridge Investment Research Advisors, Inc.5,594$00.00%Share
34Sterling Capital Management LLC1,100$00.00%Share
35MORGAN STANLEY1$00.00%Share
36MORGAN STANLEY542$00.00%Share
37JPMORGAN CHASE & CO53$00.00%Share
38StoneX Group Inc.7,510$00.00%Share
39COMMONWEALTH EQUITY SERVICES, LLC4,639$00.00%Share
40OSAIC HOLDINGS, INC.6,025$00.00%Share
41Cetera Investment Advisers5,451$00.00%Share
42WELLS FARGO & COMPANY/MN914$00.00%Share
43WELLS FARGO & COMPANY/MN453$00.00%Share
44NewEdge Advisors, LLC50$00.00%Share
45FMR LLC831$00.00%Share
46Private Advisor Group, LLC5,914$00.00%Share
47BANK OF AMERICA CORP /DE/6,278$00.00%Share

PUI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202542$13.0M+20
Q3 202522$13.0B-14
Q2 202536$28.0B+4
Q1 202532$14.0B-1
Q4 202433$390.5B+8
Q3 202425$20.4T+2
Q2 202423$16.5T+4
Q1 202419$10.6T—

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As of Q4 2025, 47 institutional investors hold PUI (Invesco Dorsey Wright Utilities Momentum ETF). The largest holder is LPL Financial LLC with $4.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PUI?

As of Q4 2025, 47 institutional investors report holding PUI (Invesco Dorsey Wright Utilities Momentum ETF) in their 13F filings.

Who is the largest institutional holder of PUI?

The largest institutional holder of PUI is LPL Financial LLC with $4.0M in shares.

Is institutional ownership of PUI increasing or decreasing?

This quarter, 15 institutions opened new positions in PUI and 1 closed their positions.