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Invesco Dorsey Wright SmallCap Momentum ETF

102 hedge funds and large institutions have $244M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 98102 (+4)

19.07% less ownership

Funds ownership: 86.32%67.24% (-19%)

43% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 40

62% less capital invested

Capital invested by funds: $649M → $244M (-$405M)

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$41.1M -$411M -4,110,342 -91%
Morgan Stanley
2
Morgan Stanley
New York
$33.5M +$1.35M +13,452 +4%
Goldman Sachs
3
Goldman Sachs
New York
$21.7M +$2.7M +26,994 +14%
LPL Financial
4
LPL Financial
California
$15.2M +$2.5M +24,978 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13M -$159K -1,586 -1%
Wells Fargo
6
Wells Fargo
California
$12.3M -$281K -2,804 -2%
Bank of America
7
Bank of America
North Carolina
$10.8M -$228K -2,274 -2%
Stifel Financial
8
Stifel Financial
Missouri
$10.2M -$785K -7,841 -7%
UBS Group
9
UBS Group
Switzerland
$7.75M -$480K -4,792 -6%
Raymond James Financial
10
Raymond James Financial
Florida
$6.38M -$287K -2,868 -4%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$5.91M -$4M -40,000 -40%
SA
12
Sanctuary Advisors
Indiana
$5.86M -$20.7K -207 -0.3%
FCT
13
Family Capital Trust
Massachusetts
$4.7M -$803K -8,024 -14%
HWM
14
HighMark Wealth Management
Minnesota
$4.6M +$166K +1,661 +4%
VT
15
Vise Technologies
New York
$3.72M
BIA
16
Biondo Investment Advisors
Pennsylvania
$2.89M +$177K +1,767 +6%
PFS
17
Prospera Financial Services
Texas
$2.78M -$261K -2,605 -8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.71M -$15.4K -154 -0.6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.36M -$49.8K -498 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.83M +$13.3K +133 +0.7%
1WM
21
1900 Wealth Management
Texas
$1.55M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.49M -$28.6K -286 -2%
SCA
23
Snowden Capital Advisors
New York
$1.44M +$96.7K +966 +7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.39M -$47.1K -471 -3%
NA
25
Nottingham Advisors
New York
$1.29M