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Invesco Dorsey Wright SmallCap Momentum ETF

92 hedge funds and large institutions have $507M invested in Invesco Dorsey Wright SmallCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-14
Holders Change %
-13.21%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
30
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$314K -$47.1K -604 -13%
SG
52
Strid Group
Pennsylvania
$312K +$234 +3 +0.1%
FFN
53
Focus Financial Network
Minnesota
$300K -$70.6K -905 -19%
Creative Planning
54
Creative Planning
Kansas
$289K
AQR Capital Management
55
AQR Capital Management
Connecticut
$288K +$288K +3,695 New
CPG
56
Cornerstone Planning Group
New Jersey
$281K +$2.4K +32 +0.9%
SC
57
Scotia Capital
Ontario, Canada
$277K
Ameriprise
58
Ameriprise
Minnesota
$276K +$1.09K +14 +0.4%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$274K -$12.1K -155 -4%
BlackRock
60
BlackRock
New York
$262K +$114K +1,460 +77%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$223K +$1.33K +17 +0.6%
NFG
62
Nations Financial Group
Iowa
$220K +$22.8K +292 +12%
LWM
63
LJI Wealth Management
Indiana
$214K -$13.6K -175 -6%
GVAG
64
Great Valley Advisor Group
Delaware
$214K +$27.9K +358 +15%
IA
65
IFP Advisors
Florida
$208K +$39.3K +504 +23%
CAG
66
Centerpoint Advisory Group
Kansas
$204K -$4.68K -60 -2%
SPIA
67
Steward Partners Investment Advisory
New York
$201K -$140K -1,800 -41%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$198K
MIM
69
MTM Investment Management
South Carolina
$181K
SWM
70
Spire Wealth Management
Virginia
$148K
RIA
71
Realta Investment Advisors
Delaware
$145K +$12.1K +155 +9%
HI
72
Harbour Investments
Wisconsin
$116K +$1.33K +17 +1%
CA
73
CoreCap Advisors
Michigan
$87.4K +$7.64K +98 +10%
BTI
74
Blue Trust Inc
Georgia
$71.6K +$71.6K +918 New
HWM
75
Hemington Wealth Management
Virginia
$71K