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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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

35% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 66

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
199
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
$684K
Puts
$1.55M
Net Calls
Net Calls Change

Top Buyers

1 +$2.71M
2 +$2.11M
3 +$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.11M
5
FTUS
Flow Traders U.S.
New York
+$1.02M

Top Sellers

1 -$19.1M
2 -$6.76M
3 -$6.17M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.43M
5
LPL Financial
LPL Financial
California
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$4.98M
MML Investors Services
27
MML Investors Services
Massachusetts
$4.29M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.97M
OPCM
29
Osborne Partners Capital Management
California
$3.91M
MIM
30
MTM Investment Management
South Carolina
$3.36M
JCFM
31
JBR Co Financial Management
Oklahoma
$3.26M
BRWA
32
B. Riley Wealth Advisors
Florida
$3.14M
Truist Financial
33
Truist Financial
North Carolina
$3.1M
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.86M
Two Sigma Investments
35
Two Sigma Investments
New York
$2.71M
William Blair & Company
36
William Blair & Company
Illinois
$2.71M
EWA
37
EP Wealth Advisors
California
$2.54M
GSC
38
G&S Capital
Colorado
$2.51M
DADC
39
D.A. Davidson & Co
Montana
$2.44M
PI
40
PFG Investments
New York
$2.4M
MWM
41
MorganRosel Wealth Management
Colorado
$2.38M
FTUS
42
Flow Traders U.S.
New York
$2.24M
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.21M
CIAS
44
Capital Investment Advisory Services
North Carolina
$2.18M
MWM
45
MGB Wealth Management
Texas
$2.13M
WA
46
Waverly Advisors
Alabama
$2.06M
GRP
47
Global Retirement Partners
California
$1.99M
Goldman Sachs
48
Goldman Sachs
New York
$1.95M
SFG
49
Sovereign Financial Group
Connecticut
$1.82M
SCA
50
Snowden Capital Advisors
New York
$1.77M