Who owns PUI?
Invesco Dorsey Wright Utilities Momentum ETF · Invesco
44 institutions reported holding PUI, worth $43.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PUI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Transamerica Financial Advisors, LLC | Cedar Rapids, IA | $12.7M | 267,604 | +267,062 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $6.4M | 135,302 | New position |
| LPL Financial LLC | Fort Mill, SC | $5.6M | 117,452 | +5,964 shares |
| ROI Financial Advisors, LLC | Beaverton, OR | $2.3M | 48,939 | +4,195 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $2.0M | 42,181 | +6,202 shares |
| Morgan Stanley | New York, NY | $2.0M | 41,735 | +512 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.8M | 37,742 | +32,111 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.3M | 28,050 | +22,464 shares |
| AlphaCore Capital LLC | La Jolla, CA | $1.2M | 24,536 | New position |
| Capital Advisors, Ltd. LLC | Shaker Heights, OH | $739K | 15,547 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PUI?
44 institutional managers reported holding PUI in Form 13F filings for June 30, 2026, worth $43.5M in total. The largest reported position was held by Transamerica Financial Advisors, LLC, at $12.7M.
Did institutions buy or sell PUI last quarter?
Reported 13F value rose 72.1% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PUI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.