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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$768K +$5.94K +55 +0.7%
SHFP
77
Second Half Financial Partners
Florida
$735K -$25.2K -233 -3%
FFN
78
Focus Financial Network
Minnesota
$729K -$7.89K -73 -1%
MCCA
79
Mill Creek Capital Advisors
Pennsylvania
$657K
MAM
80
Mullooly Asset Management
New Jersey
$655K +$707K +6,549 New
PAG
81
Private Advisor Group
New Jersey
$654K -$218K -2,020 -24%
BF
82
BOK Financial
Oklahoma
$643K
SA
83
Sanctuary Advisors
Indiana
$607K +$108 +1 +0%
Creative Planning
84
Creative Planning
Kansas
$596K +$12.7K +118 +2%
TRCT
85
Tower Research Capital (TRC)
New York
$582K +$548K +5,072 +679%
EBA
86
Eagle Bay Advisors
New York
$576K
KWM
87
Kiker Wealth Management
Georgia
$558K +$100K +927 +20%
WCM
88
WealthBridge Capital Management
Ohio
$557K
CWA
89
Capital Wealth Alliance
Arizona
$553K +$119K +1,098 +25%
EWM
90
EPG Wealth Management
Georgia
$545K +$324 +3 +0.1%
MCA
91
Millennium Capital Advisors
Arkansas
$526K
PFG
92
Prosperity Financial Group
California
$516K -$756 -7 -0.1%
AWS
93
Atria Wealth Solutions
New York
$513K
CWP
94
Cyndeo Wealth Partners
Florida
$492K
CPC
95
Consolidated Planning Corp
Georgia
$481K
IA
96
IFP Advisors
Florida
$474K +$12.2K +113 +2%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$460K
RIA
98
Realta Investment Advisors
Delaware
$454K +$170K +1,576 +53%
PTC
99
Private Trust Company
Ohio
$452K -$6.05K -56 -1%
SWP
100
Stratos Wealth Partners
Ohio
$442K -$103K -956 -18%