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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
IA
76
IFP Advisors
Florida
$186K -$103K -1,034 -35%
ASN
77
Advisory Services Network
Georgia
$131K +$134K +1,335 New
CPG
78
Cornerstone Planning Group
New Jersey
$119K -$364K -3,635 -78%
FFA
79
Founders Financial Alliance
North Carolina
$105K +$106K +1,064 New
SG
80
Sankala Group
Colorado
$96.4K -$21.3K -213 -18%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$94.7K -$1.3K -13 -1%
GAA
82
Global Assets Advisory
Florida
$56.6K +$57.5K +575 New
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$51.7K +$52.3K +523 +26,150%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$45.3K -$100 -1 -0.2%
NFSG
85
Newbridge Financial Services Group
Florida
$42.3K
AssetMark Inc
86
AssetMark Inc
California
$36.9K
UBS AM
87
UBS AM
Illinois
$36K +$36.6K +366 New
HI
88
Harbour Investments
Wisconsin
$35.5K -$400 -4 -1%
FIM
89
FWL Investment Management
Texas
$32.7K
GCP
90
Gill Capital Partners
Colorado
$29.5K +$30K +300 New
RFA
91
Register Financial Advisors
Georgia
$27.9K
RTL
92
Red Tortoise LLC
Georgia
$25.1K
LI
93
LRI Investments
Florida
$19.7K
KFI
94
Key Financial Inc
Pennsylvania
$10.6K
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$10.6K +$10.8K +108 New
AWM
96
AE Wealth Management
Kansas
$9.85K +$5.3K +53 +113%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$9.45K
Citigroup
98
Citigroup
New York
$6.5K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$4.92K
AF
100
Allworth Financial
California
$4.73K