We are live on ! Find out more
PDP icon

Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $752M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1.08% more ownership

Funds ownership: 57.23%58.31% (+1.1%)

0% more funds holding

Funds holding: 200200 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $773M → $752M (-$20.5M)

52% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 71

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
34
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$5.01M -$250K -2,126 -5%
P
27
&Partners
Tennessee
$4.87M +$3.17M +26,869 +180%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$4.66M +$2.36M +20,000 +100%
OPCM
29
Osborne Partners Capital Management
California
$3.97M -$135K -1,144 -3%
FFA
30
Farther Finance Advisors
California
$3.53M -$1.33M -11,249 -27%
MIM
31
MTM Investment Management
South Carolina
$3.42M -$37.6K -319 -1%
JCFM
32
JBR Co Financial Management
Oklahoma
$3.39M -$8.25K -70 -0.2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3.31M +$44.9K +381 +1%
BRWA
34
B. Riley Wealth Advisors
Florida
$3.17M -$193K -1,637 -6%
William Blair & Company
35
William Blair & Company
Illinois
$2.78M -$76.6K -650 -3%
EWA
36
EP Wealth Advisors
California
$2.7M +$2.73M +23,190 New
Truist Financial
37
Truist Financial
North Carolina
$2.7M -$278K -2,360 -9%
PI
38
PFG Investments
New York
$2.54M +$61.6K +523 +2%
MWM
39
MorganRosel Wealth Management
Colorado
$2.54M -$38.3K -325 -1%
LWM
40
LJI Wealth Management
Indiana
$2.45M -$10.5K -89 -0.4%
DADC
41
D.A. Davidson & Co
Montana
$2.45M -$143K -1,216 -5%
CA
42
Calton & Associates
Florida
$2.35M -$138K -1,170 -5%
CIAS
43
Capital Investment Advisory Services
North Carolina
$2.34M -$10.7K -91 -0.4%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$2.27M -$68.8K -584 -3%
MWM
45
MGB Wealth Management
Texas
$2.21M -$3.42K -29 -0.2%
WA
46
Waverly Advisors
Alabama
$2.12M -$87.4K -742 -4%
GRP
47
Global Retirement Partners
California
$2.03M -$8.84K -75 -0.4%
SFG
48
Sovereign Financial Group
Connecticut
$1.95M
SPIA
49
Steward Partners Investment Advisory
New York
$1.89M -$55.7K -473 -3%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$1.86M +$775K +6,581 +70%