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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
Citadel Advisors
51
Citadel Advisors
Florida
$424K -$56.8K -598 -12%
SWP
52
Stratos Wealth Partners
Ohio
$389K +$9.51K +100 +3%
SG
53
Strid Group
Pennsylvania
$388K
Creative Planning
54
Creative Planning
Kansas
$374K -$4.56K -48 -1%
SC
55
Scotia Capital
Ontario, Canada
$344K
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$340K +$334K +3,516 New
GVAG
57
Great Valley Advisor Group
Delaware
$317K +$15.5K +163 +5%
Ameriprise
58
Ameriprise
Minnesota
$310K -$29.9K -314 -9%
PMG
59
ProVise Management Group
Florida
$306K +$24.1K +253 +9%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$301K +$10.7K +113 +4%
IA
61
IFP Advisors
Florida
$283K -$54.8K -576 -16%
BlackRock
62
BlackRock
New York
$280K -$12.6K -133 -4%
FFN
63
Focus Financial Network
Minnesota
$270K
CW
64
CreativeOne Wealth
Kansas
$262K +$257K +2,706 New
Mariner
65
Mariner
Kansas
$260K +$24.7K +260 +11%
SPIA
66
Steward Partners Investment Advisory
New York
$250K
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$247K
CIBC World Market
68
CIBC World Market
Ontario, Canada
$242K
WA
69
Waverly Advisors
Alabama
$238K -$3.42K -36 -1%
NFG
70
Nations Financial Group
Iowa
$225K
SIA
71
Soltis Investment Advisors
Utah
$219K +$215K +2,263 New
CA
72
CoreCap Advisors
Michigan
$214K +$83.6K +879 +66%
MIM
73
MTM Investment Management
South Carolina
$209K
KAS
74
Kestra Advisory Services
Texas
$192K +$189K +1,984 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$186K +$5.32K +56 +3%