PUI

Invesco Dorsey Wright Utilit

+$4.2M

Net Activity

Institutions Holding

40

Popularity Rank

#6559

Avg Weight

0.05%

Total Value

$21.4M

Ownership Trend

40 institutions currently hold PUI, with 17 net buyers and 17 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

17

Net Buying Institutions

17

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$5.2M
RF
ROI Financial Advisors, LLC
$2.1M
MS
Morgan Stanley
$1.9M
JF
Jones Financial Companies Lllp
$1.7M
SA
Synergy Asset Management, LLC
$1.6M

Top 5 by Conviction

RF
ROI Financial Advisors, LLC
1.26%
SA
Synergy Asset Management, LLC
0.17%
WI
Westbourne Investments, INC.
0.10%
CA
Capital Advisors, Ltd. LLC
0.08%
FT
Fifth Third Securities, INC.
0.05%
View all 40 holding institutions

Quarterly Activity

Recent Activity

+$16.3M

Total Buy Value

$4.6M

Total Sell Value

New buy5
Trim10
Add12
Sold out7

17

Net Buyers

17

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO DORSEY WRIGHT UTILIT (PUI)?
Major stakeholders currently include LPL Financial LLC ($5.2M), ROI Financial Advisors, LLC ($2.1M), Morgan Stanley ($1.9M). Based on the latest 13F filings, there are a total of 40 tracked investment funds and institutions maintaining positions in PUI.
What is the overall institutional sentiment toward PUI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.2M, driven by 17 managers accumulating shares while 17 reduced their exposure.
Which institutions have been selling or reducing their PUI positions?
In the latest period, 10 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $4.6M.
Are there any notable investors adding PUI to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 12 existing holders added to their shares. The total reported buy value for the quarter amounted to $16.3M.

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