INVESCO DORSEY WRIGHT UTILIT (PUI) Institutional Ownership Changes & 13F Activity
INVESCO DORSEY WRIGHT UTILIT (PUI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Transamerica Financial Advisors, Llc, Janney Montgomery Scott Llc, Osaic Holdings, Inc., Alphacore Capital Llc, and Advisory Services Network, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +2,472 | +52.4% | 7,186 | $341.74K | Q2 2026 | Sep 02, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +267,062 | +49273.4% | 267,604 | $12.73M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +32,111 | +570.3% | 37,742 | $1.80M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -12,701 | -80.2% | 3,141 | $149.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +6,824 | — | 6,824 | $324.52K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,202 | +17.2% | 42,181 | $2.03M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +5,677 | — | 5,677 | $269.96K | Q2 2026 | Aug 14, 2026 |
| Roi Financial Advisors, Llc | Buy | +4,195 | +9.4% | 48,939 | $2.33M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -2,492 | -34.0% | 4,833 | $229.84K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +786 | +7.2% | 11,628 | $552.97K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -305 | -100.0% | 0 | $12.00 | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +512 | +1.2% | 41,735 | $1.98M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -287 | -4.7% | 5,777 | $274.73K | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, Llc | Buy | +14,845 | — | 14,845 | $705.94K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,120 | — | 1,120 | $53.67K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -246 | -4.4% | 5,323 | $253.12K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +51 | — | 51 | $2.42K | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | Buy | +1,500 | — | 1,500 | $71.33K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +5,964 | +5.3% | 117,452 | $5.59M | Q2 2026 | Aug 07, 2026 |
| Alphacore Capital Llc | Buy | +24,536 | — | 24,536 | $1.17M | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +135,302 | — | 135,302 | $6.43M | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, Llc | Buy | +150 | +4.8% | 3,280 | $155.98K | Q2 2026 | Aug 05, 2026 |
| Founders Financial Alliance, Llc | Buy | +1 | +0.7% | 145 | $6.87K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +10,610 | — | 10,610 | $504.54K | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +8,439 | +151.1% | 14,025 | $667.00 | Q2 2026 | Jul 30, 2026 |
| Nwf Advisory Services Inc. | Buy | +3,028 | +32.2% | 12,435 | $591.36K | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, Llc | Sell | -620 | -10.6% | 5,218 | $248.15K | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +2 | +0.4% | 506 | $24.07K | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, Llc | Sell | -15 | -0.2% | 8,246 | $392.14K | Q2 2026 | Jul 17, 2026 |
| Fifth Third Securities, Inc. | Sell | -8,707 | -50.2% | 8,647 | $411.21K | Q2 2026 | Jul 15, 2026 |
Frequently asked questions about PUI activity
Which institutional owners are buying PUI?
Institutional owners buying PUI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PUI activity?
"Buy" means an investor increased their reported position in PUI compared to the prior reporting period. This reflects growing exposure to INVESCO DORSEY WRIGHT UTILIT (PUI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PUI increasing?
Institutional interest in PUI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.