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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
IAA
26
Independent Advisor Alliance
North Carolina
$1.28M +$1.3M +12,960 New
SIS
27
Sound Income Strategies
Florida
$1.12M +$228K +2,276 +26%
AQR Capital Management
28
AQR Capital Management
Connecticut
$1.02M +$291K +2,912 +39%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.01M -$141K -1,412 -12%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$970K +$986K +9,851 New
JP Morgan Chase
31
JP Morgan Chase
New York
$937K +$279K +2,792 +39%
TWM
32
Trueblood Wealth Management
Ohio
$912K -$17.6K -176 -2%
EWA
33
EP Wealth Advisors
California
$891K -$4.1K -41 -0.5%
KFP
34
KMG Fiduciary Partners
Ohio
$882K -$1.84M -18,338 -67%
PAG
35
Private Advisor Group
New Jersey
$855K +$17.1K +171 +2%
GWM
36
Geneos Wealth Management
Colorado
$793K -$37.2K -372 -4%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$760K +$13.2K +132 +2%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$736K
PWM
39
Partners Wealth Management
California
$709K +$60.9K +609 +9%
QCM
40
Quantinno Capital Management
New York
$702K -$196K -1,958 -22%
Citadel Advisors
41
Citadel Advisors
Florida
$684K +$256K +2,557 +58%
FTUS
42
Flow Traders U.S.
New York
$656K +$183K +1,830 +38%
Jane Street
43
Jane Street
New York
$632K +$642K +6,413 New
MWM
44
MorganRosel Wealth Management
Colorado
$576K -$250K -2,494 -30%
FFA
45
Farther Finance Advisors
California
$556K -$205K -2,049 -27%
TRCT
46
Tower Research Capital (TRC)
New York
$550K +$559K +5,585 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$538K -$28.9K -289 -5%
Osaic Holdings
48
Osaic Holdings
Arizona
$498K -$176K -1,755 -26%
NRG
49
Nemes Rush Group
Michigan
$449K -$66.5K -664 -13%
NA
50
NewEdge Advisors
Louisiana
$430K -$18.9K -189 -4%