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Invesco Dorsey Wright SmallCap Momentum ETF

98 hedge funds and large institutions have $649M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $585M → $649M (+$64.5M)

4.29% more ownership

Funds ownership: 82.03%86.32% (+4.3%)

1% more funds holding

Funds holding: 9798 (+1)

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.49M +$158K +1,661 +12%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.41M -$18.7K -197 -1%
SCA
28
Snowden Capital Advisors
New York
$1.32M -$28.6K -301 -2%
NA
29
Nottingham Advisors
New York
$1.27M
MML Investors Services
30
MML Investors Services
Massachusetts
$1.13M +$85.8K +903 +8%
TWM
31
Trueblood Wealth Management
Ohio
$913K
SIS
32
Sound Income Strategies
Florida
$906K +$846K +8,897 New
QCM
33
Quantinno Capital Management
New York
$880K +$642K +6,749 +288%
EWA
34
EP Wealth Advisors
California
$879K +$864K +9,085 New
PAG
35
Private Advisor Group
New Jersey
$823K -$187K -1,963 -19%
GWM
36
Geneos Wealth Management
Colorado
$815K
MWM
37
MorganRosel Wealth Management
Colorado
$807K +$56.3K +592 +8%
GS
38
GTS Securities
New York
$775K +$762K +8,011 New
FPGK
39
Financial Partners Group (Kansas)
Kansas
$744K
FFA
40
Farther Finance Advisors
California
$736K -$270K -2,843 -27%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$734K -$89.8K -945 -11%
AQR Capital Management
42
AQR Capital Management
Connecticut
$720K +$127K +1,331 +22%
JP Morgan Chase
43
JP Morgan Chase
New York
$695K +$480K +5,052 +237%
Osaic Holdings
44
Osaic Holdings
Arizona
$660K -$212K -2,235 -25%
PWM
45
Partners Wealth Management
California
$638K +$37.2K +391 +6%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$556K -$216K -2,274 -28%
NRG
47
Nemes Rush Group
Michigan
$506K -$13.2K -139 -3%
CPG
48
Cornerstone Planning Group
New Jersey
$473K +$45.6K +480 +11%
FTUS
49
Flow Traders U.S.
New York
$467K +$85.6K +900 +23%
NA
50
NewEdge Advisors
Louisiana
$440K +$118K +1,239 +37%