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Invesco Dorsey Wright Momentum ETF

205 hedge funds and large institutions have $700M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

27% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $969M → $700M (-$270M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$460K
Puts
$260K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$4.66M
MML Investors Services
27
MML Investors Services
Massachusetts
$3.91M
EWA
28
EP Wealth Advisors
California
$3.68M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.66M
OPCM
30
Osborne Partners Capital Management
California
$3.64M
MIM
31
MTM Investment Management
South Carolina
$3.26M
JCFM
32
JBR Co Financial Management
Oklahoma
$3.1M
Truist Financial
33
Truist Financial
North Carolina
$2.87M
GSC
34
G&S Capital
Colorado
$2.71M
William Blair & Company
35
William Blair & Company
Illinois
$2.63M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.61M
DADC
37
D.A. Davidson & Co
Montana
$2.29M
PI
38
PFG Investments
New York
$2.25M
MWM
39
MorganRosel Wealth Management
Colorado
$2.2M
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$2.03M
CIAS
41
Capital Investment Advisory Services
North Carolina
$2.01M
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$2M
MWM
43
MGB Wealth Management
Texas
$1.96M
WA
44
Waverly Advisors
Alabama
$1.89M
SFG
45
Sovereign Financial Group
Connecticut
$1.7M
KFG
46
Kelly Financial Group
Connecticut
$1.68M
SCA
47
Snowden Capital Advisors
New York
$1.67M
FPCP
48
Fort Point Capital Partners
California
$1.65M
FMP
49
Financial Management Professionals
Texas
$1.6M
SPIA
50
Steward Partners Investment Advisory
New York
$1.6M