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Invesco Dorsey Wright Momentum ETF

207 hedge funds and large institutions have $741M 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, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

24% more call options, than puts

Call options by funds: $435K | Put options by funds: $350K

4% more funds holding

Funds holding: 200207 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 58.31%57.55% (-0.76%)

2% less capital invested

Capital invested by funds: $752M → $741M (-$11.5M)

45% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 67

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
37
Reduced
67
Closed
9
Calls
$435K
Puts
$350K
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
&Partners
Tennessee
$5.28M +$242K +1,952 +5%
IFWM
27
Institute for Wealth Management
Colorado
$5.16M -$37K -298 -0.7%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$4.83M
OPCM
29
Osborne Partners Capital Management
California
$4.1M -$13.6K -110 -0.3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.56M +$128K +1,033 +4%
MIM
31
MTM Investment Management
South Carolina
$3.5M -$55.2K -445 -2%
NS
32
NBC Securities
Alabama
$3.45M +$2.32M +18,689 +189%
JCFM
33
JBR Co Financial Management
Oklahoma
$3.39M
FFA
34
Farther Finance Advisors
California
$3.34M -$403K -3,248 -11%
BRWA
35
B. Riley Wealth Advisors
Florida
$2.85M -$311K -2,503 -9%
William Blair & Company
36
William Blair & Company
Illinois
$2.83M -$62K -500 -2%
EWA
37
EP Wealth Advisors
California
$2.69M -$115K -924 -4%
DADC
38
D.A. Davidson & Co
Montana
$2.47M -$68.4K -551 -3%
CIAS
39
Capital Investment Advisory Services
North Carolina
$2.43M
CA
40
Calton & Associates
Florida
$2.39M -$47K -379 -2%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$2.32M -$38.5K -310 -2%
LWM
42
LJI Wealth Management
Indiana
$2.32M -$233K -1,882 -9%
EH
43
Equitable Holdings
New York
$2.24M +$1.29M +10,410 +118%
Truist Financial
44
Truist Financial
North Carolina
$2.2M -$616K -4,967 -21%
WA
45
Waverly Advisors
Alabama
$2.2M
SFG
46
Sovereign Financial Group
Connecticut
$2.02M
PAG
47
Private Advisory Group
Washington
$1.93M +$921K +7,420 +87%
SCA
48
Snowden Capital Advisors
New York
$1.9M +$10.9K +88 +0.6%
AWA
49
Arkadios Wealth Advisors
Georgia
$1.81M +$147K +1,186 +9%
HWM
50
Heirloom Wealth Management
Colorado
$1.8M +$1.85M +14,882 New