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Invesco Dorsey Wright Momentum ETF

202 hedge funds and large institutions have $715M invested in Invesco Dorsey Wright Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

37% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 68

56% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.55M

Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$684K
Puts
$1.55M
Net Calls
Net Calls Change

Top Buyers

1 +$2.71M
2 +$2.11M
3 +$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.11M
5
FTUS
Flow Traders U.S.
New York
+$1.02M

Top Sellers

1 -$19.1M
2 -$6.76M
3 -$6.17M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.43M
5
LPL Financial
LPL Financial
California
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
76
Mill Creek Capital Advisors
Pennsylvania
$714K
MAM
77
Mullooly Asset Management
New Jersey
$711K
GWM
78
Geneos Wealth Management
Colorado
$668K
CWA
79
Capital Wealth Alliance
Arizona
$644K
PAG
80
Private Advisor Group
New Jersey
$638K
Creative Planning
81
Creative Planning
Kansas
$618K
SA
82
Sanctuary Advisors
Indiana
$610K
WCM
83
WealthBridge Capital Management
Ohio
$605K
KWM
84
Kiker Wealth Management
Georgia
$594K
IA
85
IFP Advisors
Florida
$572K
PFG
86
Prosperity Financial Group
California
$560K
CWP
87
Cyndeo Wealth Partners
Florida
$535K
BAAM
88
Baker Avenue Asset Management
California
$534K
CPC
89
Consolidated Planning Corp
Georgia
$523K
SWP
90
Stratos Wealth Partners
Ohio
$520K
CIBC World Market
91
CIBC World Market
Ontario, Canada
$499K
RIA
92
Realta Investment Advisors
Delaware
$493K
PTC
93
Private Trust Company
Ohio
$491K
PWP
94
Principle Wealth Partners
Connecticut
$477K
NAS
95
NWF Advisory Services
California
$456K
TRCT
96
Tower Research Capital (TRC)
New York
$454K
BMCM
97
Bryn Mawr Capital Management
Pennsylvania
$440K
SFI
98
SPC Financial Inc
Maryland
$416K
SAM
99
Strategy Asset Managers
California
$400K
JSW
100
Journey Strategic Wealth
New Jersey
$386K