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Invesco Dorsey Wright Momentum ETF

199 hedge funds and large institutions have $714M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-6
Holders Change %
-2.93%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
43
Reduced
66
Closed
22
Calls
$684K
Puts
$1.55M
Net Calls
-$869K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
26
Institute for Wealth Management
Colorado
$4.98M -$84.7K -780 -2%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.29M +$42.5K +391 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.97M -$6.73K -62 -0.2%
OPCM
29
Osborne Partners Capital Management
California
$3.91M -$36.4K -335 -0.9%
MIM
30
MTM Investment Management
South Carolina
$3.36M -$159K -1,464 -5%
JCFM
31
JBR Co Financial Management
Oklahoma
$3.26M -$103K -949 -3%
BRWA
32
B. Riley Wealth Advisors
Florida
$3.14M +$3.14M +28,877 New
Truist Financial
33
Truist Financial
North Carolina
$3.1M -$15.3K -141 -0.5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.86M +$21.8K +201 +0.8%
Two Sigma Investments
35
Two Sigma Investments
New York
$2.71M +$2.71M +24,933 New
William Blair & Company
36
William Blair & Company
Illinois
$2.71M -$147K -1,350 -5%
EWA
37
EP Wealth Advisors
California
$2.54M -$1.46M -13,468 -37%
GSC
38
G&S Capital
Colorado
$2.51M -$433K -3,988 -15%
DADC
39
D.A. Davidson & Co
Montana
$2.44M -$46.7K -430 -2%
PI
40
PFG Investments
New York
$2.4M -$49.5K -456 -2%
MWM
41
MorganRosel Wealth Management
Colorado
$2.38M -$7.6K -70 -0.3%
FTUS
42
Flow Traders U.S.
New York
$2.24M +$1.02M +9,393 +84%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.21M -$1.19K -11 -0.1%
CIAS
44
Capital Investment Advisory Services
North Carolina
$2.18M
MWM
45
MGB Wealth Management
Texas
$2.13M -$4.34K -40 -0.2%
WA
46
Waverly Advisors
Alabama
$2.06M +$217 +2 +0%
GRP
47
Global Retirement Partners
California
$1.99M +$1.99M +18,360 New
Goldman Sachs
48
Goldman Sachs
New York
$1.95M +$1.11M +10,206 +132%
SFG
49
Sovereign Financial Group
Connecticut
$1.82M -$23.8K -219 -1%
SCA
50
Snowden Capital Advisors
New York
$1.77M -$45.6K -420 -3%