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Invesco Dorsey Wright SmallCap Momentum ETF

97 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 13 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$185K
Jones Financial Companies
77
Jones Financial Companies
Missouri
$96.9K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$44.6K
NFSG
79
Newbridge Financial Services Group
Florida
$41.6K
AssetMark Inc
80
AssetMark Inc
California
$36.3K
HI
81
Harbour Investments
Wisconsin
$35.2K
FIM
82
FWL Investment Management
Texas
$32.2K
RFA
83
Register Financial Advisors
Georgia
$27.4K
RTL
84
Red Tortoise LLC
Georgia
$24.7K
LI
85
LRI Investments
Florida
$19.4K
Comerica Bank
86
Comerica Bank
Texas
$10.7K
KFI
87
Key Financial Inc
Pennsylvania
$10.5K
Russell Investments Group
88
Russell Investments Group
United Kingdom
$9.29K
Citigroup
89
Citigroup
New York
$6.39K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$4.84K
AF
91
Allworth Financial
California
$4.64K
AWM
92
AE Wealth Management
Kansas
$4.55K
MCM
93
MAI Capital Management
Ohio
$4.26K
IRC
94
Investors Research Corp
Georgia
$4.26K
GRP
95
Global Retirement Partners
California
$3.58K
CTWM
96
Cherry Tree Wealth Management
Minnesota
$2.03K
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$194
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
IWM
99
IHT Wealth Management
Illinois
ASN
100
Advisory Services Network
Georgia