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Invesco Dorsey Wright Momentum ETF
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Overview Fund Activity

205 hedge funds and large institutions have $700M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
205
Holders Change
-1
Holders Change %
-0.49%
% 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
48
Reduced
66
Closed
17
Calls
$460K
Puts
$260K
Net Calls
+$200K
Net Calls Change
+$663K

Top Buyers

1
SF
1
Summit Financial
New Jersey
$20.5M
2
LPL Financial
2
LPL Financial
California
$35.4M
3
FFA
3
Farther Finance Advisors
California
$7.15M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10.1M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$68.2M
2
UBS Group
2
UBS Group
Switzerland
$25.1M
3
WA
3
Win Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$68M
5
Wells Fargo
5
Wells Fargo
California
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$768K 7,680 +55 +0.7%
SHFP
77
Second Half Financial Partners
Florida
$735K 7,348 -233 -3%
FFN
78
Focus Financial Network
Minnesota
$729K 7,289 -73 -1%
MCCA
79
Mill Creek Capital Advisors
Pennsylvania
$657K 6,574 – –
MAM
80
Mullooly Asset Management
New Jersey
$655K 6,549 +6,549 New
PAG
81
Private Advisor Group
New Jersey
$654K 6,546 -2,020 -24%
BF
82
BOK Financial
Oklahoma
$643K 6,431 – –
Creative Planning
83
Creative Planning
Kansas
$596K 5,966 +118 +2%
TRCT
84
Tower Research Capital (TRC)
New York
$582K 5,819 +5,072 +679%
EBA
85
Eagle Bay Advisors
New York
$576K 5,761 – –
KWM
86
Kiker Wealth Management
Georgia
$558K 5,585 +927 +20%
WCM
87
WealthBridge Capital Management
Ohio
$557K 5,575 – –
CWA
88
Capital Wealth Alliance
Arizona
$553K 5,534 +1,098 +25%
EWM
89
EPG Wealth Management
Georgia
$545K 5,455 +3 +0.1%
PFG
90
Prosperity Financial Group
California
$516K 5,158 -7 -0.1%
AWS
91
Atria Wealth Solutions
New York
$513K 5,133 – –
CWP
92
Cyndeo Wealth Partners
Florida
$492K 4,925 – –
CPC
93
Consolidated Planning Corp
Georgia
$481K 4,815 – –
IA
94
IFP Advisors
Florida
$474K 4,746 +113 +2%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$460K 4,596 – –
RIA
96
Realta Investment Advisors
Delaware
$454K 4,541 +1,576 +53%
PTC
97
Private Trust Company
Ohio
$452K 4,522 -56 -1%
SWP
98
Stratos Wealth Partners
Ohio
$442K 4,420 -956 -18%
PWP
99
Principle Wealth Partners
Connecticut
$439K 4,395 – –
Comerica Bank
100
Comerica Bank
Texas
$437K 4,368 -954 -18%
2 3
4
5 6