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Invesco Dorsey Wright Momentum ETF

208 hedge funds and large institutions have $701M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $460K | Put options by funds: $260K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0% more funds holding

Funds holding: 208208 (0)

0.05% less ownership

Funds ownership: 46.58%46.53% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $970M → $701M (-$269M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$4.66M -$540 -5 -0%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.91M +$861K +7,970 +26%
EWA
28
EP Wealth Advisors
California
$3.68M -$26.9K -249 -0.7%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.66M -$401K -3,712 -9%
OPCM
30
Osborne Partners Capital Management
California
$3.64M -$57.3K -530 -1%
MIM
31
MTM Investment Management
South Carolina
$3.26M -$27K -250 -0.8%
JCFM
32
JBR Co Financial Management
Oklahoma
$3.1M -$177K -1,635 -5%
Truist Financial
33
Truist Financial
North Carolina
$2.87M -$93.4K -865 -3%
GSC
34
G&S Capital
Colorado
$2.71M +$227K +2,097 +8%
William Blair & Company
35
William Blair & Company
Illinois
$2.63M -$540 -5 -0%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.61M +$77K +713 +3%
DADC
37
D.A. Davidson & Co
Montana
$2.29M -$14.9K -138 -0.6%
PI
38
PFG Investments
New York
$2.25M -$16.5K -153 -0.7%
MWM
39
MorganRosel Wealth Management
Colorado
$2.2M -$61.6K -570 -3%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$2.03M -$743K -6,881 -25%
CIAS
41
Capital Investment Advisory Services
North Carolina
$2.01M
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$2M +$2.16M +20,000 New
MWM
43
MGB Wealth Management
Texas
$1.96M +$78.3K +725 +4%
WA
44
Waverly Advisors
Alabama
$1.89M +$324 +3 +0%
SFG
45
Sovereign Financial Group
Connecticut
$1.7M +$24K +222 +1%
KFG
46
Kelly Financial Group
Connecticut
$1.68M -$52.4K -485 -3%
SCA
47
Snowden Capital Advisors
New York
$1.67M -$3.02K -28 -0.2%
FPCP
48
Fort Point Capital Partners
California
$1.65M +$48.7K +451 +3%
FMP
49
Financial Management Professionals
Texas
$1.6M -$714K -6,611 -29%
SPIA
50
Steward Partners Investment Advisory
New York
$1.6M +$33.4K +309 +2%