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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
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$444M +$12M +126,213 +3%
Morgan Stanley
2
Morgan Stanley
New York
$31.6M +$1.38M +14,471 +5%
Goldman Sachs
3
Goldman Sachs
New York
$18.7M +$6.38M +67,093 +53%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.9M -$243K -2,560 -2%
LPL Financial
5
LPL Financial
California
$12.5M -$1.99M -20,913 -14%
Wells Fargo
6
Wells Fargo
California
$12.3M +$2.55M +26,779 +27%
Bank of America
7
Bank of America
North Carolina
$10.8M -$1.64M -17,296 -13%
Stifel Financial
8
Stifel Financial
Missouri
$10.8M +$2.44M +25,657 +30%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$9.68M +$8.56M +90,000 +900%
UBS Group
10
UBS Group
Switzerland
$8.08M -$2.58M -27,160 -25%
Raymond James Financial
11
Raymond James Financial
Florida
$6.55M +$51K +537 +0.8%
SA
12
Sanctuary Advisors
Indiana
$5.78M -$190K -2,003 -3%
FCT
13
Family Capital Trust
Massachusetts
$5.4M +$6.27K +66 +0.1%
HWM
14
HighMark Wealth Management
Minnesota
$4.37M +$18.3K +192 +0.4%
VT
15
Vise Technologies
New York
$3.72M +$2.17M +22,797 +146%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$3.03M -$40.1K -422 -1%
PFS
17
Prospera Financial Services
Texas
$2.99M -$27.9K -293 -0.9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.68M +$293K +3,081 +13%
BIA
19
Biondo Investment Advisors
Pennsylvania
$2.67M +$76.7K +807 +3%
KFP
20
KMG Fiduciary Partners
Ohio
$2.64M +$11.3K +119 +0.4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.36M -$43K -452 -2%
WETS
22
Wealth Enhancement Trust Services
South Dakota
$2.22M +$2.19M +22,988 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.78M -$190K -1,997 -10%
NAM
24
NorthCrest Asset Manangement
Minnesota
$1.64M +$89.3K +939 +6%
1WM
25
1900 Wealth Management
Texas
$1.52M