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Invesco Dorsey Wright Momentum ETF

200 hedge funds and large institutions have $773M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $726M → $773M (+$46.2M)

0.78% more ownership

Funds ownership: 56.44%57.23% (+0.78%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 203200 (-3)

33% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 73

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
49
Reduced
73
Closed
17
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$1.69M +$462K +4,108 +40%
SFS
52
Sowell Financial Services
Arkansas
$1.4M +$112 +1 +0%
BEI
53
Benjamin Edwards Inc
Missouri
$1.32M -$11.8K -105 -0.9%
KFG
54
Kelly Financial Group
Connecticut
$1.31M
KAS
55
Kestra Advisory Services
Texas
$1.25M -$118K -1,048 -9%
BA
56
Bridgewater Advisors
New York
$1.25M -$101K -895 -8%
Citadel Advisors
57
Citadel Advisors
Florida
$1.2M +$1.14M +10,183 New
NS
58
NBC Securities
Alabama
$1.17M -$3.15K -28 -0.3%
PWM
59
PMG Wealth Management
Illinois
$1.16M +$26.4K +235 +2%
HIS
60
Harvest Investment Services
Illinois
$1.12M +$14.2K +126 +1%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$1.11M -$428K -3,806 -29%
SI
62
Stephens Inc
Arkansas
$1.04M -$120K -1,064 -11%
PAG
63
Private Advisory Group
Washington
$1.03M -$397K -3,536 -29%
EH
64
Equitable Holdings
New York
$998K +$555K +4,940 +140%
Comerica Bank
65
Comerica Bank
Texas
$993K -$225K -2,000 -19%
HWM
66
HB Wealth Management
Georgia
$982K
IA
67
Integrity Alliance
Iowa
$962K -$18K -160 -2%
SC
68
Scotia Capital
Ontario, Canada
$941K -$337 -3 -0%
Creative Planning
69
Creative Planning
Kansas
$937K +$251K +2,238 +39%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$934K +$7.87K +70 +0.9%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$923K +$899 +8 +0.1%
SHFP
72
Second Half Financial Partners
Florida
$884K +$5.84K +52 +0.7%
FFN
73
Focus Financial Network
Minnesota
$875K -$337 -3 -0%
MCCA
74
Mill Creek Capital Advisors
Pennsylvania
$776K
MAM
75
Mullooly Asset Management
New Jersey
$730K -$40.8K -363 -6%