Invesco Dorsey Wright Utilities Momentum ETF (PUI)

• Market cap: $42.7M
• 1 day: -0.30%
• 5 days: 1.38%
• 1 month: -3.32%
• 3 months: -1.03%
• 6 months: 0.71%
• Year to date: 1.64%
• 1 year: 21.84%
• 5 years: 32.53%
• 10 years: 79.57%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

13% more funds holding

Funds holding: 30 [Q3] → 34 (+4) [Q4]

0.83% more ownership

Funds ownership: 43.53% [Q3] → 44.36% (+0.83%) [Q4]

13% less capital invested

Capital invested by funds: $25.5M [Q3] → $22.3M (-$3.22M) [Q4]

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11