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Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $773M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $726M → $773M (+$46.2M)

0.78% more ownership

Funds ownership: 56.44%57.23% (+0.78%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 203200 (-3)

33% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 73

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
49
Reduced
73
Closed
17
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$5.19M +$510K +4,537 +11%
FFA
27
Farther Finance Advisors
California
$4.91M -$2.78M -24,769 -37%
OPCM
28
Osborne Partners Capital Management
California
$4.16M -$94.4K -840 -2%
MIM
29
MTM Investment Management
South Carolina
$3.51M -$135K -1,200 -4%
JCFM
30
JBR Co Financial Management
Oklahoma
$3.45M -$88.7K -789 -3%
BRWA
31
B. Riley Wealth Advisors
Florida
$3.41M +$562 +5 +0%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.31M +$196K +1,742 +7%
Goldman Sachs
33
Goldman Sachs
New York
$3.27M +$1.09M +9,710 +54%
Truist Financial
34
Truist Financial
North Carolina
$3.01M -$339K -3,018 -11%
William Blair & Company
35
William Blair & Company
Illinois
$2.9M -$39.9K -355 -1%
DADC
36
D.A. Davidson & Co
Montana
$2.63M -$27.4K -244 -1%
MWM
37
MorganRosel Wealth Management
Colorado
$2.61M +$19.3K +172 +0.8%
CA
38
Calton & Associates
Florida
$2.52M +$575K +5,115 +31%
PI
39
PFG Investments
New York
$2.52M -$84.2K -749 -3%
LWM
40
LJI Wealth Management
Indiana
$2.5M -$5.89M -52,386 -71%
CIAS
41
Capital Investment Advisory Services
North Carolina
$2.39M +$12.2K +109 +0.5%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.37M -$22.4K -199 -1%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$2.36M +$2.25M +20,000 New
MWM
44
MGB Wealth Management
Texas
$2.24M -$65.3K -581 -3%
WA
45
Waverly Advisors
Alabama
$2.23M -$2.81K -25 -0.1%
GRP
46
Global Retirement Partners
California
$2.06M -$98.9K -880 -5%
SFG
47
Sovereign Financial Group
Connecticut
$1.98M +$450 +4 +0%
SPIA
48
Steward Partners Investment Advisory
New York
$1.97M +$175K +1,557 +10%
SCA
49
Snowden Capital Advisors
New York
$1.82M -$97.2K -865 -5%
P
50
&Partners
Tennessee
$1.76M +$1.28M +11,406 +324%