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PUI

Invesco Dorsey Wright Utilities Momentum ETF·NASDAQ
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Key Stats

Assets Under Management
49.68MUSD
Fund Flows (1Y)
-1.82MUSD
Dividend Yield
2.14%
Discount/Premium to NAV
-0.01%
Shares Outstanding
1.10M
Expense Ratio
0.60%

About Invesco Dorsey Wright Utilities Momentum ETF

Issuer
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Brand
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Home Page
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Inception Date
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Structure
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Index Tracked
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Management Style
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Dividend Treatment
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Distribution Tax Treatment
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Income Tax Type
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Max ST Capital Gains Rate
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Max LT Capital Gains Rate
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Primary Advisor
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Classification

Asset Class
Equity
Category
Sector
Focus
Utilities
Niche
Broad-based
Strategy
Momentum
Geography
U.S.
Weighting Scheme
Momentum
Selection Criteria
Momentum

Analysis

Sector

Utilities

79.72%

Industrials

8.86%

Energy

8.74%

Communication Services

2.68%

Asset

Holdings

Symbol

Ratio

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DUK

Duke Energy
4.09%
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WEC

WEC Energy
4.03%
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GEV

GE Vernova
3.95%
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ATO

Atmos Energy
3.83%
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OKE

Oneok
3.81%
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NI

Nisource
3.71%

Symbol

Ratio

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DTE

Dte Energy
3.41%
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NRG

NRG Energy
3.36%
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ETR

Entergy
3.07%
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XEL

Xcel Energy
2.99%

Top 10 Weight 36.25%

10 Total Holdings

See all holdings

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Trade Flow Insight

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