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Invesco Dorsey Wright Momentum ETF

207 hedge funds and large institutions have $741M invested in Invesco Dorsey Wright Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

24% more call options, than puts

Call options by funds: $435K | Put options by funds: $350K

4% more funds holding

Funds holding: 200207 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 58.31%57.55% (-0.76%)

2% less capital invested

Capital invested by funds: $752M → $741M (-$11.5M)

45% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 67

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
37
Reduced
67
Closed
9
Calls
$435K
Puts
$350K
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82.8M -$267K -2,149 -0.3%
Raymond James Financial
2
Raymond James Financial
Florida
$64.8M +$3.61M +29,075 +6%
Wells Fargo
3
Wells Fargo
California
$49.6M -$2.61M -21,005 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$46.7M -$43.7K -352 -0.1%
Bank of America
5
Bank of America
North Carolina
$39.3M -$1.9M -15,321 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$37M -$722K -5,823 -2%
LPL Financial
7
LPL Financial
California
$34.3M -$8.16M -65,810 -19%
Stifel Financial
8
Stifel Financial
Missouri
$29.5M -$1.63M -13,114 -5%
UBS Group
9
UBS Group
Switzerland
$25.9M +$2.74M +22,074 +11%
SF
10
Summit Financial
New Jersey
$25.4M -$544K -4,382 -2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$21.7M -$51.6K -416 -0.2%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$18.9M +$608K +4,897 +3%
PFS
13
Prospera Financial Services
Texas
$16.9M -$3.14M -25,344 -15%
SC
14
Savant Capital
Illinois
$16M -$330K -2,658 -2%
NC
15
NewSquare Capital
Pennsylvania
$13.1M -$12.1M -97,285 -47%
SG
16
Strid Group
Pennsylvania
$12.9M -$224K -1,805 -2%
Ameriprise
17
Ameriprise
Minnesota
$12.9M -$929K -7,492 -7%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$9.33M -$3.89M -31,370 -29%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.18M +$199K +1,605 +2%
NA
20
NewEdge Advisors
Louisiana
$7.79M -$2.31M -18,643 -22%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.48M -$194K -1,566 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.43M -$1.83M -14,751 -22%
TWM
23
Tradition Wealth Management
Minnesota
$6.06M -$156K -1,261 -2%
MML Investors Services
24
MML Investors Services
Massachusetts
$5.9M -$641K -5,166 -10%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.37M -$4.98M -40,133 -46%