INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI)

40 + Investors. Track Smart Money conviction in PUI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — PUI

Based on 40 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added PUI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

40 hedge funds hold PUI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 54% buying

19 buying16 selling

Last quarter: 19 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 9 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 10% medium ■ 30% new

24 out of 40 hedge funds have held PUI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~9 new funds/quarter

5 → 2 → 9 → 7 → 9 new funds/Q

New funds entering each quarter: 2 → 9 → 7 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 10% 1-2yr ■ 35% new

Of 40 current holders: 22 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

9 of 40 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in PUI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	40	34	17.65%
13F Shares	389K	368K	5.89%
Total Value	$17M	$17M	0.61%
New Positions	9	7	+2
Increased Positions	10	9	+1
Closed Positions	3	9	-6
Reduced Positions	13	9	+4
Total Calls	0	1	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

17.65%

13F Shares

389K

368K

5.89%

Total Value

$17M

0.61%

New Positions

Increased Positions

Closed Positions

-6

Reduced Positions

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

40 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PUI. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of PUI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GFS Advisors, LLC	0.51%	65,905	$4.0M
2	Capital Advisors, Ltd. LLC	0.08%	15,547	—
3	FIFTH THIRD SECURITIES, INC.	0.05%	17,354	$816K
4	BELLEVUE ASSET MANAGEMENT, LLC	0.01%	628	$30K
5	PRIVATE TRUST CO NA	0.01%	1,377	$65K
6	Farther Finance Advisors, LLC	0.00%	8,261	$391K
7	Private Advisor Group, LLC	0.00%	5,838	$274K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	390	$18K
9	Sound Income Strategies, LLC	0.00%	477	$23K
10	Sterling Capital Management LLC	0.00%	1,100	$52K
11	Cambridge Investment Research Advisors, Inc.	0.00%	5,586	—
12	CoreCap Advisors, LLC	0.00%	180	$8K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI)

What does the Smart Money Trend signal show for PUI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PUI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PUI?

Slight buying edge — 54% buying: Last quarter: 19 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PUI holders?

Elite ownership — 49% AUM from top-100 funds: 9 of 40 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in PUI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PUI?

60% of holders stayed for 2+ years: 24 out of 40 hedge funds have held PUI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI)

Smart Money Signals — PUI

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~9 new funds per quarter

60% of holders stayed for 2+ years

Steady discovery — ~9 new funds/quarter

Deep conviction — 55% of holders stayed 2+ years

Elite ownership — 49% AUM from top-100 funds

Hedge Fund Ownership: PUI

Market Analysis: PUI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PUI

Hedge Fund Positioning: PUI

Statistics: PUI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI)

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