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Invesco Dorsey Wright SmallCap Momentum ETF

92 hedge funds and large institutions have $530M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
22
Reduced
43
Closed
11
Calls
Puts
$25.5M
Net Calls
-$25.5M
Net Calls Change
-$25.5M
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$357M 4,154,304 -48,594 -1%
Morgan Stanley
2
Morgan Stanley
New York
$28.9M 340,583 -23,860 -7%
LPL Financial
3
LPL Financial
California
$13.2M 155,818 -18,384 -11%
Bank of America
4
Bank of America
North Carolina
$12.3M 144,875 -1,751 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12M 141,663 -41,031 -22%
UBS Group
6
UBS Group
Switzerland
$12M 141,263 +28,295 +25%
Wells Fargo
7
Wells Fargo
California
$11.5M 135,511 -65,170 -32%
Raymond James Financial
8
Raymond James Financial
Florida
$7.86M 92,603 -125,535 -58%
Goldman Sachs
9
Goldman Sachs
New York
$7.76M 91,386 +43,255 +90%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.38M 63,415 -649 -1%
FCT
11
Family Capital Trust
Massachusetts
$4.69M 55,312 +254 +0.5%
HWM
12
HighMark Wealth Management
Minnesota
$4.01M 47,256 -15 -0%
VT
13
Vise Technologies
New York
$3.67M 43,258 +43,258 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.41M 40,211 +3,777 +10%
PFS
15
Prospera Financial Services
Texas
$2.72M 32,015 +3,230 +11%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.7M 31,863 +599 +2%
KFP
17
KMG Fiduciary Partners
Ohio
$2.26M 26,650 +3,103 +13%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.2M 25,932 -1,282 -5%
BIA
19
Biondo Investment Advisors
Pennsylvania
$2.16M 25,480 +1,172 +5%
PAG
20
Private Advisor Group
New Jersey
$1.91M 22,548 -7,213 -24%
Stifel Financial
21
Stifel Financial
Missouri
$1.89M 22,227 -1,007 -4%
AI
22
Atria Investments
North Carolina
$1.81M 21,321 -22,429 -51%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.67M 19,723 -1,409 -7%
OC
24
Oppenheimer & Co
New York
$1.42M 16,784 -3,710 -18%
FFA
25
Farther Finance Advisors
California
$1.42M 16,702 -1,671 -9%