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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
SWM
76
Spire Wealth Management
Virginia
$185K +$21.4K +225 +13%
SG
77
Sankala Group
Colorado
$124K +$115K +1,205 New
Jones Financial Companies
78
Jones Financial Companies
Missouri
$96.9K +$475 +5 +0.5%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$44.6K -$95 -1 -0.2%
NFSG
80
Newbridge Financial Services Group
Florida
$41.6K
AssetMark Inc
81
AssetMark Inc
California
$36.3K +$2.19K +23 +7%
HI
82
Harbour Investments
Wisconsin
$35.2K
FIM
83
FWL Investment Management
Texas
$32.2K
RFA
84
Register Financial Advisors
Georgia
$27.4K +$26.9K +283 New
RTL
85
Red Tortoise LLC
Georgia
$24.7K
LI
86
LRI Investments
Florida
$19.4K
Comerica Bank
87
Comerica Bank
Texas
$10.7K
KFI
88
Key Financial Inc
Pennsylvania
$10.5K
Russell Investments Group
89
Russell Investments Group
United Kingdom
$9.29K
Citigroup
90
Citigroup
New York
$6.39K -$380 -4 -6%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$4.84K
AF
92
Allworth Financial
California
$4.64K +$4.56K +48 New
AWM
93
AE Wealth Management
Kansas
$4.55K +$4.47K +47 New
IRC
94
Investors Research Corp
Georgia
$4.26K
MCM
95
MAI Capital Management
Ohio
$4.26K
GRP
96
Global Retirement Partners
California
$3.58K
CTWM
97
Cherry Tree Wealth Management
Minnesota
$2.03K +$2K +21 New
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$194 +$190 +2 New
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$856K -9,292 Closed
IWM
100
IHT Wealth Management
Illinois
-$461K -5,000 Closed