We are live on ! Find out more
PDP icon

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$435K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
&Partners
Tennessee
$5.28M
IFWM
27
Institute for Wealth Management
Colorado
$5.16M
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$4.83M
OPCM
29
Osborne Partners Capital Management
California
$4.1M
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.56M
MIM
31
MTM Investment Management
South Carolina
$3.5M
NS
32
NBC Securities
Alabama
$3.45M
JCFM
33
JBR Co Financial Management
Oklahoma
$3.39M
FFA
34
Farther Finance Advisors
California
$3.34M
BRWA
35
B. Riley Wealth Advisors
Florida
$2.85M
William Blair & Company
36
William Blair & Company
Illinois
$2.83M
EWA
37
EP Wealth Advisors
California
$2.69M
DADC
38
D.A. Davidson & Co
Montana
$2.47M
CIAS
39
Capital Investment Advisory Services
North Carolina
$2.43M
CA
40
Calton & Associates
Florida
$2.39M
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$2.32M
LWM
42
LJI Wealth Management
Indiana
$2.32M
EH
43
Equitable Holdings
New York
$2.24M
Truist Financial
44
Truist Financial
North Carolina
$2.2M
WA
45
Waverly Advisors
Alabama
$2.2M
SFG
46
Sovereign Financial Group
Connecticut
$2.02M
PAG
47
Private Advisory Group
Washington
$1.93M
SCA
48
Snowden Capital Advisors
New York
$1.9M
AWA
49
Arkadios Wealth Advisors
Georgia
$1.81M
HWM
50
Heirloom Wealth Management
Colorado
$1.8M