PDP icon

Invesco Dorsey Wright Momentum ETF

206 hedge funds and large institutions have $733M invested in Invesco Dorsey Wright Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $752M → $733M (-$19.6M)

1.39% less ownership

Funds ownership: 58.31%56.91% (-1.4%)

44% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 66

Holders
206
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$435K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$5.16M
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$4.83M
OPCM
28
Osborne Partners Capital Management
California
$4.1M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.56M
MIM
30
MTM Investment Management
South Carolina
$3.5M
NS
31
NBC Securities
Alabama
$3.45M
JCFM
32
JBR Co Financial Management
Oklahoma
$3.39M
FFA
33
Farther Finance Advisors
California
$3.34M
BRWA
34
B. Riley Wealth Advisors
Florida
$2.85M
William Blair & Company
35
William Blair & Company
Illinois
$2.83M
EWA
36
EP Wealth Advisors
California
$2.69M
DADC
37
D.A. Davidson & Co
Montana
$2.47M
CIAS
38
Capital Investment Advisory Services
North Carolina
$2.43M
CA
39
Calton & Associates
Florida
$2.39M
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$2.32M
LWM
41
LJI Wealth Management
Indiana
$2.32M
EH
42
Equitable Holdings
New York
$2.24M
Truist Financial
43
Truist Financial
North Carolina
$2.2M
WA
44
Waverly Advisors
Alabama
$2.2M
SFG
45
Sovereign Financial Group
Connecticut
$2.02M
PAG
46
Private Advisory Group
Washington
$1.93M
SCA
47
Snowden Capital Advisors
New York
$1.9M
AWA
48
Arkadios Wealth Advisors
Georgia
$1.81M
HWM
49
Heirloom Wealth Management
Colorado
$1.8M
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$1.77M