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Invesco Dorsey Wright Momentum ETF

196 hedge funds and large institutions have $771M 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, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

29% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
196
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
$319K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$6.18M
2 -$3.18M
3 -$2.92M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.71M
5
GSC
G&S Capital
Colorado
-$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Merit Financial Group
Georgia
$724K
GWM
77
Geneos Wealth Management
Colorado
$706K
KWM
78
Kiker Wealth Management
Georgia
$636K
WCM
79
WealthBridge Capital Management
Ohio
$623K
BAAM
80
Baker Avenue Asset Management
California
$612K
PFG
81
Prosperity Financial Group
California
$610K
CWP
82
Cyndeo Wealth Partners
Florida
$582K
CPC
83
Consolidated Planning Corp
Georgia
$568K
SWP
84
Stratos Wealth Partners
Ohio
$561K
RIA
85
Realta Investment Advisors
Delaware
$547K
PTC
86
Private Trust Company
Ohio
$527K
PWP
87
Principle Wealth Partners
Connecticut
$519K
CIBC World Market
88
CIBC World Market
Ontario, Canada
$510K
BMCM
89
Bryn Mawr Capital Management
Pennsylvania
$478K
NAS
90
NWF Advisory Services
California
$460K
HF
91
HRT Financial
New York
$460K
SFI
92
SPC Financial Inc
Maryland
$452K
EBA
93
Eagle Bay Advisors
New York
$415K
RW
94
Rede Wealth
Virginia
$415K
JSW
95
Journey Strategic Wealth
New Jersey
$407K
TWM
96
Trinity Wealth Management
Pennsylvania
$407K
SC
97
Sapient Capital
Indiana
$405K
GRA
98
Golden Road Advisors
Florida
$403K
OBWG
99
Onyx Bridge Wealth Group
New York
$397K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$391K