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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

196 hedge funds and large institutions have $712M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
196
Holders Change
-9
Holders Change %
-4.39%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
41
Reduced
66
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$3.14M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$75.9M
4
GRP
4
Global Retirement Partners
California
$1.99M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.2M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$55M
2
UBS Group
2
UBS Group
Switzerland
$20.5M
3
Wells Fargo
3
Wells Fargo
California
$51.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$33.5M
5
LPL Financial
5
LPL Financial
California
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$4.98M 45,817 -780 -2%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.29M 39,463 +391 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.97M 36,546 -62 -0.2%
OPCM
29
Osborne Partners Capital Management
California
$3.91M 36,048 -335 -0.9%
MIM
30
MTM Investment Management
South Carolina
$3.36M 30,942 -1,464 -5%
JCFM
31
JBR Co Financial Management
Oklahoma
$3.26M 30,012 -949 -3%
BRWA
32
B. Riley Wealth Advisors
Florida
$3.14M 28,877 +28,877 New
Truist Financial
33
Truist Financial
North Carolina
$3.1M 28,552 -141 -0.5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.86M 26,304 +201 +0.8%
Two Sigma Investments
35
Two Sigma Investments
New York
$2.71M 24,933 +24,933 New
William Blair & Company
36
William Blair & Company
Illinois
$2.71M 24,920 -1,350 -5%
EWA
37
EP Wealth Advisors
California
$2.54M 23,361 -13,468 -37%
GSC
38
G&S Capital
Colorado
$2.51M 23,086 -3,988 -15%
DADC
39
D.A. Davidson & Co
Montana
$2.44M 22,508 -430 -2%
PI
40
PFG Investments
New York
$2.4M 22,056 -456 -2%
MWM
41
MorganRosel Wealth Management
Colorado
$2.38M 21,943 -70 -0.3%
FTUS
42
Flow Traders U.S.
New York
$2.24M 20,615 +9,393 +84%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.21M 20,316 -11 -0.1%
CIAS
44
Capital Investment Advisory Services
North Carolina
$2.18M 20,121 – –
MWM
45
MGB Wealth Management
Texas
$2.13M 19,581 -40 -0.2%
WA
46
Waverly Advisors
Alabama
$2.06M 18,956 +2 +0%
GRP
47
Global Retirement Partners
California
$1.99M 18,360 +18,360 New
Goldman Sachs
48
Goldman Sachs
New York
$1.95M 17,960 +10,206 +132%
SFG
49
Sovereign Financial Group
Connecticut
$1.82M 16,763 -219 -1%
SCA
50
Snowden Capital Advisors
New York
$1.77M 16,293 -420 -3%
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