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Invesco Dorsey Wright Momentum ETF

208 hedge funds and large institutions have $701M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $460K | Put options by funds: $260K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0% more funds holding

Funds holding: 208208 (0)

0.05% less ownership

Funds ownership: 46.58%46.53% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

28% less capital invested

Capital invested by funds: $970M → $701M (-$269M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Calton & Associates
Florida
$1.53M +$114K +1,052 +7%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$1.3M -$64K -592 -4%
GWM
53
Geneos Wealth Management
Colorado
$1.28M +$698K +6,457 +102%
KAS
54
Kestra Advisory Services
Texas
$1.2M +$2.16K +20 +0.2%
Citadel Advisors
55
Citadel Advisors
Florida
$1.17M +$296K +2,737 +30%
BA
56
Bridgewater Advisors
New York
$1.16M
SFS
57
Sowell Financial Services
Arkansas
$1.15M
FTUS
58
Flow Traders U.S.
New York
$1.12M +$1.21M +11,222 New
AWA
59
Arkadios Wealth Advisors
Georgia
$1.02M +$324 +3 +0%
BEI
60
Benjamin Edwards Inc
Missouri
$1.02M +$24.8K +230 +2%
NS
61
NBC Securities
Alabama
$992K +$1.07M +9,919 +90,173%
MFG
62
Merit Financial Group
Georgia
$978K -$259K -2,399 -20%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$963K -$66.5K -616 -6%
HIS
64
Harvest Investment Services
Illinois
$955K -$23.2K -215 -2%
HWM
65
HB Wealth Management
Georgia
$926K +$1M +9,265 New
GAA
66
Global Assets Advisory
Florida
$917K +$691K +6,400 +200%
PAG
67
Private Advisory Group
Washington
$890K -$32.7K -303 -3%
IA
68
Integrity Alliance
Iowa
$867K +$95.7K +886 +11%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$866K -$220K -2,032 -19%
Jane Street
70
Jane Street
New York
$829K +$261K +2,418 +41%
CWC
71
Carolinas Wealth Consulting
North Carolina
$828K +$24.7K +229 +3%
SI
72
Stephens Inc
Arkansas
$816K -$56.2K -520 -6%
PWM
73
PMG Wealth Management
Illinois
$801K +$172K +1,594 +25%
SC
74
Scotia Capital
Ontario, Canada
$798K -$79.4K -735 -8%
Goldman Sachs
75
Goldman Sachs
New York
$775K +$838K +7,754 New